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Set Up the Claims Adjuster Workbench
Give claims adjusters the information and tools they need to efficiently assess and adjudicate claims.
- Claims First Notice of Loss
When policyholders, brokers, and insurance agents first notify an insurance provider about a loss, they use a First Notice of Loss (FNOL) flow. The FNOL flow kicks off claims processing, and supports the use of photos, police reports, and any other necessary files that support a claim. - Configure the Claim Participant UI
The LWC Claim Participant UI shows information about claim participants and involved items associated with each participant. It lets the claims adjuster add, edit, and delete claim participants and the involved items associated with the participants. - Customize the Claims Adjuster's View of Claim Details
Administrators configure page layouts with information that helps adjusters assess claims at a glance. - Configure Payment Actions Based on Claim Payment Status
Use a flexible framework to provide a full slate of financial actions to claims adjusters. The framework supports standard and custom financial workflows based on the status of claim payments. Configure payment actions to support initial payments, approval processes and payment issuance, and payment cancellations. - Configure the Claim Financial Summary
Claims adjusters can monitor financials using charts that answer key questions: What are the losses worth and how much of the reserve is left? How much has been spent on loss and expenses payments? How do claim recoveries impact financial exposure? How much of the deductible or limit has a policyholder consumed? - Track Claim Recoveries
Gain insight into claim recoveries and how pending and actual recoveries impact overall financial exposure. Maintain a complete history of each step of the recovery effort as team members pursue, accept, and seek additional recovery amounts. - Manage Workers’ Compensation Claims
Track claimant earnings that are used to calculate compensation, establish recurring payment schedules, and track formal progress toward someone's capacity to return to work after sustaining a work-related injury or other disability. Objects designed for workers' compensation claim administration make compliance easier for claims adjusters and help get timely, accurate payments to injured workers. - Configure Insurance History with Claim History LWC DataPack
You can configure the Insurance History Lightning web component to create a cohesive view of all things happening with a claim. A DataPack included with your org gets you started. It has story object configuration that brings essential content into a Claim History tab out of the box. - Keep Claims Processing on Track with Action Plans
Assign tasks and set completion dates to keep your staff focused and your performance goals on target. Action plans associated with a claim assign tasks and deadlines to claim team members based on their role: claim administrator, special investigator, or whoever is the best fit for the task. - Divvy Up Work On Your Claims Team with Routing
Configure Omni-Channel to route claims to the best-fit person on your team based on your team's availability and the priority of the work. Depending on your business needs, route work to queues or skills.
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