What to do when a client has two claims (with different claim #s) for the same property

What to do when a client has two claims (with different claim #s) for the same property

Overview: Sometimes a client will send us two different claims for the same property (e.g., same HO & property address, but two different claim #s). In this case, we enter each claim separately into our systems (as we normally do). However, to avoid any confusion (since the claims have the same HO and address), we include a word in the Deal Name that tells us the difference between the two claims.  

Below is a more detailed explanation of the process:

1) CRM: 

  1. Please create a separate CRM deal for each claim. 
    1. Be sure to indicate in the deal name the distinction between the two claims. For example, if one claim is a roof claim and the other is an interior claim, the names of the main folders might be: 
      1. John Doe (roof) - 123 Main St 
      2. John Doe (interior) - 123 Main St  

2) Google Drive:

  1. Please create separate Google Drive folders for each claim. 
    1. As above, please include in the folder name the distinction between the two claims—e.g., “20110118 - John Doe (roof) - 123 Main St” and “20110118 - John Doe (interior) - 123 Main St.”  

3) AM Input spreadsheet: 

  1. Please add the two claims to the “AM Input” spreadsheet.

4) Desk: 

  1. ​Please create a separate ticket for each claim.

 


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