Commercial vehicle insurance claim

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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  1. Department
  2. Department Manager
  3. Due Date

Document verification

  1. Auditor
  2. Audit Date

Claim notice

  1. Only have equipment, tools, supplies & materials that are needed for the job
    • Yes
    • No
  2. Areas under desks are clear of boxes, bins and personal items.
    • Yes
    • No
  3. All walls are clean, free of dirt and smudges and holes. Air vents are clean.
    • Yes
    • No
  4. All postings and displays current and up to date.
    • Yes
    • No
  5. Action Plan

Claim notice issuance

  1. Correct places for items are obvious & items are in their correct places.
    • Yes
    • No
  2. All desktops, tables and shelves are clean, sorted and organized.
    • Yes
    • No
  3. All Desktop file holders labeled for proper content and neatly organized.
    • Yes
    • No
  4. Shelves are only used for storage of books, files, and folders.
    • Yes
    • No
  5. Action Plan

Done

  1. There is a visible “shine” system in place and evidence of it being followed.
    • Yes
    • No
  2. There is an action item list visible, assigning responsibility for open issues.
    • Yes
    • No
  3. All personal belongings are neatly stored.
    • Yes
    • No
  4. People know the plan of cleanliness and organization.
    • Yes
    • No
  5. Action Plan

Archived

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