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Authorize Payment for Auto Claims with OS License
Claim approvers, claim handlers, and claim adjusters are all assigned a maximum limit that they can authorize a claim payment for. If the claim amount is over the authorized limit for a particular role, the claim needs to be approved by a claim manager before it can be paid. A guided OmniScript flow simplifies this approval process.
- Navigate to the Financials tab of the claim record.
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You can now create either a new loss item or a new expense item.
For this example, we're creating a new loss item. Click New Loss Item.
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Select the coverages for the item.
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Enter details for the coverage and click
Add.
The Adjusted Amount here is automatically calculated by the workflow.
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To individually pay an item, click Pay on the
loss item.
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To pay multiple items at once, select them and choose Pay from the
drop-down.
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Any amount that exceeds the user's authority is sent for approval and
the status is changed to Pending Authority.
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The approver receives an email with a link to approve this claim item.
They are navigated to a page that lets them approve, deny, or reassign
the request.
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After approval, the status changes to Authority Approved. Now click
Pay.
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The status changes to paid.
- How Authorize Payment for Auto Claims Works
Understand the workflow for payment authorization, and the levels of claim users and their authorities.
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