Medallia
ClaimVision
Best Practices
Reserving
Inspections
100

This green smiley face means we received a 9 or 10.

What is a promoter?

100

The CAT log is located on this tab.

What is the Claim Evaluation tab?

100

The PRS limit for inclusion of this item is $50,000 and the commercial is $1.

What is mortgage /additional interest(s) being included on the check?

100

If the reserve is set at $2, this is a signal for this claim status.

What is a denial?

100

The field adjuster much make contact with the insured in this many hours.

What is 24?

200

This score name is neither positive nor negative.

What is passive?

200

This coding should be used on the file note subject line when contact has been attempted but not made. 

What is 'Contact Insured - Insured Contact Needed"?

200
When an expert budget is above this amount, you need to obtain a breakdown of the budget.

What is $5,000?

200

This signal reserve is usually accompanied by a "BS" in the comments.

What is an $8 signal reserve?

200

Inspections photos must always contain this. 

What are labels?

300

This NPS score is the PRS goal.

What is 85%?

300

This should be included in all external correspondence.  

What is the writing company?

300

On this day of the initial contact attempts contact, a contact letter should be sent.

What is the 3rd contact attempt?

300

For an under deductible or withdrawal, a signal reserve should be set for this amount. 

What is $1?

300

This professional may be assigned if the initial inspection is inconclusive.

What is an engineer?

400

A detractor is scored with this number.

What is -100?

400

Once the cause of loss is determined, this should be completed in the claim tree. 

What is coverage match?

400

This document should be reviewed at the onset of the claim to review pertinent information about the details of the dwelling, if one was completed.

What is the appraisal?

400

This happens if your reserve is not set prior to a payment being issued.  

What is Pre-Reserve Pay?

400

This referral should be made to this area if you find the insured does not have their own contractor.

What is the preferred contactor network?
500

We have this many days to have a survey completed once it is sent out.

What is 21 days?

500
This is recommended number of tasks you should have per day on your task board.

What is 5 tasks?

500

This should be escalated to a manager if the agent/insured are not in agreement, which needs to be then escalated to a VP. 

What is a coverage decision?

500

This should be included in the claim file prior to setting the reserves.

What is the reserve rationale?

500

The contractor and independent adjuster must agree on this before proceeding with the claim.  

What is scope of damage?

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