Objective

The objective of this SOP is to guide team members on how to effectively use policy detail flags in Claim Wizard to mark specific instances within a policy for easier reporting and quick reference without the need to go through the entire policy document.

Key Steps

1. Access ClaimWizard and navigate to the desired claim.
2. Navigate to the Insurer & Policy tab on the left-hand side bar to access policy-related information.
3. Navigate to "Policy Details" to view a variety of information that can be tracked on the policy.
4. Click on "Edit Policy Details" to reveal additional checkboxes for indicating specific details within the claim or policy.
5. Check the relevant checkboxes based on the information present in the policy, such as appraisal clause, arbitration clause, or right to repair.
6. Save the changes to mark the selected details on the policy.

Cautionary Notes

• Ensure that the checkboxes are accurately selected to reflect the information present in the policy.
• Avoid marking checkboxes that do not apply to the specific policy to maintain accuracy.

Tips for Efficiency

• Use color-coding (e.g., marking important details in red) to easily distinguish flagged information.
• Extracting information from the policy and inputting it into Claim Wizard can streamline the assessment of claims, statuses, deadlines, and important clauses without the need to refer back to lengthy scanned documents.