Additional Document Set for Claims

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John Levett

07 October 2011 10:41

Claims are often repetative in terms of

1. acknowledgement
2. dispatch of claim form
3. Chase incomplete  claim
4. Payment
5. Closure 
6. Declinature etc.

It would be great to have merge documents (using same functionality as for policy issuance) that allows the merging of standardised documents with the claim information (claim no., policy no, address, client name, description, etc.

These could be used manually with an "add" button or triggered autromatically when moved through the three stages.

These would then be stored in the claim file as per the "uploaded" files. this would improve consistency of image etc. 

Many thanks

 

John

1

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  Adam Bishop 07 October 2011 11:17

  I really like this one John, this gets a 'Me too!' from me.  We'll keep this in mind.

  Best wishes,

   

  Adam

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