Brittany has received and LOR for clmt, asking for our insureds dec page. What is Brittany's next steps
DO NOT COMPLETE THE WORKPLAN
1.Add atty to the claim
2. If not done already add that clmt is injured
3. send the claim to TCR2
4. reassign the work plan to the new adjuster
When do you need to submit a CPW?
1.Any fatal
2. Rideshare
3. Any 37
Clmt called in and started the FNOL Clmt sttd that NI rear ended them. Who is Brittany placing af for the accident?
Nobody we can not set liab until we talk with NI
Ebony enters a claim and receives a PR as a Q.
On the pr it stated Ni switched lanes and hit clmt
On the claim we have clmt switched lanes and hit NI
What is Ebony's next steps?
1. Ebony should update the information onto the claim from the pr
2. Ebony should send a message to her supe to update liab
3. Ebony should update liab and call all parties involved and send letters
Mrs. Smith called in and got Cynthia, She is very upset that a claim was filed on her policy and wants to know who filed it.
Where does Cynthia go in Atlas to find who filed the claim?
FNOL Snapshot
ARIAL has received a LOR for an unknown person
What will be her next step?
ARIAL should call the atty and see how the person that listed on the LOR is related to the claim.
Augustine just got into a claim with a CC99
How would she clear the CC?
Coverage Condition 99 - Loss Date Occurred within the first 55 Days of the Policy
EXCEPTIONS:
NI called in and sttd that they were backing and clmt was also backing and they hit each other
Clmt sttd they were backing but when they saw NI they stopped and honked their horn.
What is Justin's next steps?
1. Get recorded interviews from both parties
If it were me: Set Ni AF clmt sttd they stopped and NI kept backing
Kye is reviewing a PR.
The report has 2 witnesses listed
Is she supposed to add them to the claim?
YESSSSSSS
Anthony has a CC37. Where does he go in atlas to pull up the policy contract?
1. Policy and Coverage
2. Amendments and Endorsements
Kyle has gotten into a claim and received an LOR he has noticed that an LOR response has already been sent out. What is his next step?
Kyle should review the LOR and the LOR response to make sure it is correct. If it is he can note the file and move on, if not he must resend the LOR with the correct information.
Ryan Has entered a claim with a PDX issue.
What is his next steps?
1 Check to see if we have the estimate for clmts veh.
2.if we have the esti and it is close to our pd limit get it to CDU
3. If it is not close clear the CC and note about the esti
NI calls in and tells Damon that a rock fell out of the sky and hit their hood causing a dent.
What would this accident be classified as?
A. NAF Collision
B. Comp Falling Objects
C.AF collision
Comp Falling objects
The clmt owner and clmt driver are two different people listed on the PR
On the claim we have the clmt driver listed as the driver and owner.
What is Anthony's next step?
Update the owner that listed on the pr to the claim
Regine has gotten in to a claim and has realized it is a dup. Where do we do to submit that this claim is a dup to UW?
1. Referrals
2. Underwriting
Just a little more info...
Click add new
and remove dup claim/remove surcharge
Marshall has received an lor with clmts information. On this claim we are set NAF and the claim is closed.
What is Marshall's next step.
1. Get clmt info added on to the claim
2. Open the claim
3. make sure exp are open
4. Reassign the claim
When are we allowed to work a TCR2 or CDU claim?
NEVER!!!!
NI called in and started an FNOL. NI sttd that they were R/E.
What will our liab decision read?
Non-Fault- Claimant Rear-Ended Policyholder
Jimi received a call from clmt advising him he sent in a PR. Jimi reviewed the PR and found out it only has clmts side of the accident.
What is Jimis next step?
1. Ask clmt when he filed the PR
2. Advised we CAN NOT accept the pr due to it being one sided.
3. Ask him if he has any other evidence to send in
What is one way to update owner/driver in atlas
1. Incidents
2. Parties involved
Clmt called in and said NI R/E them. We have a statement from the NI below.
"Hello my name is Marsha Lee(NI) i was called a week ago about an accident. my 2026 Audi A6 was not involved in an accident"
What is our next step?
1. Ask clmt if they have a PR or any evidence putting out insured at the accident site.
*ask ni to send in photos of their veh all the way around
Kadazjha has entered a claim and there is a PDX. She has checked the docs and found the esti for clmt in the amount of $30,000.00. She has reviewed our limits and our PD is 29842.00. What is her next steps?
GET THE CLAIM TO CDU!!!!
When do we update Claim IQ
1. If there is PD
2. If there is shared NEG
Susan received a PR while on a call. What status is she supposed to work the PR.
A. Wrap
B. File Handling
C. On the call
C. On the call
Policy holder called in and said the veh listed is not correct
How does Tiara delete the veh?
1. Choose parties involved tab, click on 'Incidents'
2. Hit 'Edit' and hit the radio button the vehicle we are removing
3. Click 'Retire' at the top
4. Update