Cargo Vehicle Insurance Claim Free Template
When transporting a load, if there is an occurred claim, it must be reported through a form.
The person in charge of the unit of origin must attach all necessary documents and create the card.
In the first phase, the analyst will verify the occurrence.
If it is rejected, the reason for non-acceptance should be filled in and the card moved to “archived”, where an automatic email will be sent to the unit of origin, informing of the refusal and the reason for it.
In case he approves, the card must be moved to the Invoice Emission phase, where the invoice will be generated, attached, and finally, the card can be completed.
Upon completion of the card, an automatic e-mail will be sent to the unit of origin, informing that the Invoice of claim was generated.
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Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
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Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Product return management
This is a process to manage returns, with refund or exchange options.
Cargo Vehicle Insurance Claim
Handle with commercial vehicle insurance claim easily.
Optimize and organize the company´s correspondence and mail processes.