Commerical vehicle insurance claim


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.

Use template now

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Process ID

  • 2. License plate

  • 3. Motorist

  • 4. Company's source unit

  • 5. Source unit email

  • 6. Claim category

    • Theft
    • Severe damage to the vehicle
    • Minor damage to the vehicle
    • Cargo damage
  • 7. Driver's license

  • 8. Motor vehicle registration

  • 9. Driver's statement

  • 10. Cargo manifest

  • 11. Shipping invoice

  • 12. Additional documents

Document verification

  • 1. Responsável

  • 2. Autoriza emissão da NF de sinistro?

    • Sim
    • Não
  • 3. Motivo de não aprovação

  • 4. Seguradora

  • 5. E-mail da Seguradora

Claim notice

  • 1. According to the policy

    • Partially covered
    • Fully covered
    • Not covered
  • 2. Informed details

Claim invoice issuance

  • 1. Claim invoice

  • 2. Invoice total amount



Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: