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ClaimTrakClaim Approval
Claim Approval    New Business Rules will apply to Phase     Closure as of October 31, 2011    1.   In order for a phase t...
Objective    • To get rid of Private/Private as a common      customer    • To force review of claims and better data     ...
Claim Approval Matrix    Adjuster   Insurer   Property Mgr   Auto-                                        Approved?    Yes...
What do you have to do?         1.Collect         2.Review          3.Clean5
Changes to ClaimTrak    1. Customer Approval    2. Private, To Be Announced ,Unknown will       no longer be a choice    3...
Customer Approval           • All approved customers appear                      in black type.              •       Unapp...
Applying the Matrix    Scenarios
Scenario 1• Anne receives a claim over the phone from  the local Intact Insurance adjuster. She  receives a               ...
Scenario 2• Betty receives a claim over the phone from a  local independent adjuster. She receives a  – Adjuster          ...
Scenario 3• Cathy receives a claim over the phone from  HBC. She knows that HBC is a Property  Manager in the system. She ...
Scenario 4• Debby gets a claim from a PM. He says that it’s  an Intact claim. She inputs the following:  –   No adjuster  ...
Scenario 5• Edith gets a call from Ima Bean. Mrs. Bean  wants FOS to come and clean up mould in her  house, but there is n...
Scenario 5• How do truly private claims get approved?           Claim Approval Override!!This is limited to a select group...
Claim Approvers - WestRegion – Name                EmailDan Desnoyers                ddesnoyers@firstonsite.caLauren Rassa...
Claim Approvers - CentralRegion – Name                   EmailCentralKim Stemmler                    kstemmler@firstonsite...
Claim Approvers - EastRegion – Name                  EmailAngela Ramsey                  aramsey@firstonsite.caMary Hamilt...
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Reviewing Files(Looking for Unapproved Projects)
Reviewing Files    To review files, go to the Search page, and select the following:                                      ...
ClaimTrak – Claim Approval            Service Delivery ModelAccess documentation, training aids and presentations on the  ...
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Claim trak claim approval for admin

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Claim trak claim approval for admin

  1. 1. ClaimTrakClaim Approval
  2. 2. Claim Approval New Business Rules will apply to Phase Closure as of October 31, 2011 1. In order for a phase to be closed on a jobs, the claim must meet the new business rules of the Claim Approval Matrix. If the claim does not meet the established rules, 1. No phases can be closed on that claim until the issues are resolved OR 2. A manual Claim Approval override is done.2
  3. 3. Objective • To get rid of Private/Private as a common customer • To force review of claims and better data collection • To produce more accurate sales figures and information4
  4. 4. Claim Approval Matrix Adjuster Insurer Property Mgr Auto- Approved? Yes Yes No Yes Yes No Yes No No Yes No No No No Yes Yes No Yes Yes No3
  5. 5. What do you have to do? 1.Collect 2.Review 3.Clean5
  6. 6. Changes to ClaimTrak 1. Customer Approval 2. Private, To Be Announced ,Unknown will no longer be a choice 3. ‘No adjuster’, ‘No Insurer’ are valid selections when inputting a claim 4. Ability to find Unapproved Projects5
  7. 7. Customer Approval • All approved customers appear in black type. • Unapproved customer appear in red font • Applies to – Adjusters – Insurers – Property Managers5
  8. 8. Applying the Matrix Scenarios
  9. 9. Scenario 1• Anne receives a claim over the phone from the local Intact Insurance adjuster. She receives a Adjuster Insurer Property Mgr Auto- Approved? – Claim number Yes Yes No Yes Yes No Yes No – Adjuster No Yes No No – Insurance Company No No Yes Yes – Name, address, etc. No Yes Yes No Is there enough information for the claim to be approved? 10
  10. 10. Scenario 2• Betty receives a claim over the phone from a local independent adjuster. She receives a – Adjuster Adjuster Insurer Property Mgr Auto- Approved? – Name, address, etc. Yes Yes No Yes Yes No Yes No – Loss description No Yes No No No No Yes Yes No Yes Yes No Is there enough information for the claim to be approved? 10
  11. 11. Scenario 3• Cathy receives a claim over the phone from HBC. She knows that HBC is a Property Manager in the system. She inputs the following: Adjuster Insurer Property Mgr Auto- Approved? – Store Name, address, etc. Yes No Yes No No Yes No No – Loss description No No Yes Yes No Yes Yes No Is there enough information for the claim to be approved? 10
  12. 12. Scenario 4• Debby gets a claim from a PM. He says that it’s an Intact claim. She inputs the following: – No adjuster Adjuster Insurer Property Mgr Auto- Approved? – Insurer = Intact Yes Yes No Yes – Name, address, etc Yes No Yes No – Loss description No Yes No No No No Yes Yes No Yes Yes No Is there enough information for the claim to be approved? 10
  13. 13. Scenario 5• Edith gets a call from Ima Bean. Mrs. Bean wants FOS to come and clean up mould in her house, but there is no insurance coverage. How should this claim be entered when entering the adjuster, insurer, etc? Is there enough information for the claim to be approved? 10
  14. 14. Scenario 5• How do truly private claims get approved? Claim Approval Override!!This is limited to a select group of individuals.You must request override and be able to justify. 10
  15. 15. Claim Approvers - WestRegion – Name EmailDan Desnoyers ddesnoyers@firstonsite.caLauren Rassachack lrassachack@firstonsite.caLinda Mayer lmayer@firstonsite.caMonica Medeiros mmedeiros@firstonsite.caKaren Bodnarchuk kbodnarchuk@firstonsite.ca 10
  16. 16. Claim Approvers - CentralRegion – Name EmailCentralKim Stemmler kstemmler@firstonsite.caJeff Brown jbrown@firstonsite.caKrista Smith ksmith@firstonsite.ca 10
  17. 17. Claim Approvers - EastRegion – Name EmailAngela Ramsey aramsey@firstonsite.caMary Hamilton mhamilton@firstonsite.caJoanna Bonarrigo jbonarrigo@firstonsite.ca 10
  18. 18. 10
  19. 19. Reviewing Files(Looking for Unapproved Projects)
  20. 20. Reviewing Files To review files, go to the Search page, and select the following: Insert a reasonable date range. Update the files listed5
  21. 21. ClaimTrak – Claim Approval Service Delivery ModelAccess documentation, training aids and presentations on the FOS Intranet under the Operations Tab – Claim Approval Ingrid Himmelman ihimmelman@firstonsite.ca

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