Processing
Notes
Procedure
100

Policy #

Loss Date

Time of Incident

 Injuries?

What are the first 4 pieces of information required to start a claim?

100

Collect from the caller:

  • Their Claim Number
  • Adjuster Name
  • Adjuster Contact Number/Fax

What are 3 pieces of information to collect regarding a claimant's insurance company?

100

GW > 

Administration>

User & Security > 

Users

How can you find an adjuster's back up in GWCC?

200

Actions> 

Assign Claim> 

Find a user or group>

Search For Appropriate CR or Group

How do you reassign a claim ?

200
  • Attorney's Name and Phone Number
  • Whom They Represent
  • Their Tax ID number

What information is important to collect from a law office?

200

Webex>

Profile>

People Insights>

Reporting Structure

How can you find an adjuster's supervisor in Webex?

300

Year: 1900

Make: Unknown - Other

Model: Unknown - Other

How do you enter a vehicle that is unknown?

300

FNOLWT Does Not Qualify

Reason: System Issues - RONA gadget did not populate

What is the Warm Transfer code and reason if a name does not pop up on the Finesse Rona gadget?

300

***DAILY DOUBLE***

If a policy is OOF but someone was life flighted, where does the claim get assigned? 

All Level One Claims get assigned to BW CLU. 

400

***DAILY DOUBLE***

Scenario: The loss location for a claim is in Ohio, but the insured lives in Massachusetts and was visiting on vacation. Which BCO should the claim be assigned to?

Claims should always be assigned according to the loss state. The only exception to this rule is MA. Massachusetts Policies, regardless of loss state, will be handled by the Massachusetts line.

400

***DAILY DOUBLE***

Scenario: There is a hold on warm transfers to a BCO between 12pm-1pm. What needs to be left in your claim note?

FNOLWT Does Not Qualify

Reason: No WT per leadership

400

Send an email to the CR sup and CC your sup with the following information.

  • Caller's name and best phone number:
  • Claim number:
  • Policy number:
  • Insured's Name:
  • Reason for the call:

*Place a file note along with an activity reminder*

How do you follow the Inactive CR procedure?

500

Bristol West - G888888888

21st AR - 2121212121

Commercial - M888888888

Bristol West - Point / Assigned Risk - DRCAR

How do you input the policy when filing an unverified claim?

500

Leave a note with what information was collected and where in process the call dropped.

What is helpful to leave in the note when a caller disconnects and you aren't able to reconnect?

500

***DAILY DOUBLE***

If a vehicle is OOF with other active vehicles on the policy, where does the claim get assigned?

OOF Policies with active vehicles get assigned to the Field.