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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With Pipefy I can improve my customer onboarding process experience on a daily basis because I have a timeline of what happened to each customer, who helped, when, etc. Now I know exactly why a client is delayed and who is responsible for what. Also, I can easily find all the history of this client. From a manager’s perspective, it’s a great way of improving our customer experience.

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