Claim Request Application Now Available!

This new capability provides greater efficiency for agency personnel to request a claim through the selection of information from pull down fields and data from the order history.  The RFC contains all of the key  information the Claim Owner must have to start the claim process and eliminates much wasted back and forth time when the information is incomplete.  In addition, a new agency dashboard provides status for all Request for Claims (RFCs) and eliminates today’s uncertainty on the status of a claim request.  When a Claim is created (accepted) by the Claim Owner, the claim number is sent back to the agency in an e-mail, highlighting key information and updated on agent’s dashboard.  The email will serve as the anchor email for further communication if necessary.

We expect this new capability will reduce the customer’s time for resolution.  Implementation is on Monday, June 16^th for all claims handled by Regional Post Sales and will be the only method for providing initial information for opening a claim.

The information below provides instructions as to how to navigate to the dashboard and help document.

Click on the Post Sales tab and then Claim Request to view the dashboard.

Click New to initiate a claim request.

To view the Help document for the Claim Request application, navigate to the Help menu.