Policy #
Loss Date
Time of Incident
Injuries?
What are the first 4 pieces of information required to start a claim?
Collect from the caller:
What are 3 pieces of information to collect regarding a claimant's insurance company?
GW >
Administration>
User & Security >
Users
How can you find an adjuster's back up in GWCC?
Actions>
Assign Claim>
Find a user or group>
Search For Appropriate CR or Group
How do you reassign a claim ?
What information is important to collect from a law office?
Webex>
Profile>
People Insights>
Reporting Structure
How can you find an adjuster's supervisor in Webex?
Year: 1900
Make: Unknown - Other
Model: Unknown - Other
How do you enter a vehicle that is unknown?
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?
***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.
***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.
***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
Send an email to the CR sup and CC your sup with the following information.
*Place a file note along with an activity reminder*
How do you follow the Inactive CR procedure?
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?
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?
***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.