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How
to Use
Online Adjusters Setup
- Click
on UserManagement
- Set
up all AdminManagers
- Click
on Regions and setup the regions. Number
of regions are set up by you in the database
under the regions table.
- Click
back on UserManagement and add regional
managers, and remember to add the region to
which they are assigned.
- Add
adjusters
- Click
on MyCompanies and add insurance company
information
- Click
on MyLienholders and add lienholder information
- MyMemos
are for uploading information revelent to the
adjuster company
- Tips
and Tricks is a section for formulas used
by the adjusters and regional managers.
- Templates
is the area where template insurance forms can
be held for various insurance companies.
- History
logs - retains a 7 day rotating log.
- Adjuster
Availability shows adjuster and claims open
pending etc.
- Create
new claims
- Enter
Claim number and other information
- Click
submit and page will refresh
- Continue
entering information
- Assign
regional manager
Special
Notations
Emails
will normally be sent out to regional manager
and adjuster as claims are processed.
On the claim itself, additional information can
be uploaded and downloaded pertaining to the claim.
The boxes below are pretty explainable. Office
for office use etc.
The
insurance company login will only give a search
box where they will input the claim number and
see relevant information but can only add comments
in their input box. They are not able to make
claim changes.
The
database for this online sample office area is
cleared every evening at midnight.
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