Terminogly
What is a Case?
Information on a claim
Open up work order, book appointment custom
Where do you notate a call?
In notes section.
How do you know which claims to call on the call queue?
Your name will be assigned.
How would you indicate a boom lift is needed?
By selecting 4 stories or higher.
What is a Work Order?
Project number on identified on how it submitted via email, phone, webform
How to Re-Schedule a Service Appointment?
Open up Work Order, (under realated) go to Service Appointment, (must to scheduled) go to drop down button and click on "Reschedule/Cancel Appointment", list the reason
Where do you communicate with external partners?
Feed - Email
What status does a work order need to be in to request a reinspection?
Document review or completed.
How do you indicate a 40ft ladder is needed.
By selecting anything 3 stories.
What is a Product?
Service type
How to create a Multi-Unit?
Start a claim, fill out the claim information, after filling and click "add another address to this claim", add new additonal information/address
Where do you post to tag an internal employee?
Feed - more -post
Name 3 reasons why a claim will fail validation.
OOC, No date and time for a LA and not enough information on the work order.
How would you contact a TM about an OOC work order?
Tag them in a post.
What is a Service Appointment?
Inspection
How to add additional work order line?
Open up work order, find "additional service request"
Where do you locate scripts?
Feed - more - email - lightening templates
How many claims can you schedule at once on a multi-unit?
5
Who handles out of coverage scripts?
Claims department.
What is a Contact?
Adjusters, Contractors, Homeowners
If a snow delay is scheduled, how do we re-schedule?
click the drop down re-schedule/cancel appointment, add the reason snow delay, status will change to "do not complete", go back to work order, scroll down towards the bottom and find re-schedule option (add snow delay), email the adjuster in the feed section (snow day template), place work in hold.
Do reschedule scripts send automatically?
Yes.
How many carriers should an adjuster (non IA) have on their profile?
1.
Where do you go in Salesforce to submit an inquiry?
Cases.