CUSTOMER PROVIDED UNDERWRITING DOCUMENTS
Similar to the pre-binding photos, this can be used by either your internal teams, or by an agent. This comes in handy when you need any sort of documentation from a customer to continue coverage or a discount. Great examples are proof of prior documents, (ID Card, Dec Page, Letter of Experience) drivers license copy, physicians statement or anything else a customer may be required to provide. This works best on documents where you will accept a photo. We’ve seen concerns on these in the past, but at the end of the day the photos are in color, and better quality than a fax that is typically the method of receiving those documents. And often times, it’s a scan of the document faxed to an agent, and then faxed to the carrier.
Sign up for and use the ClaimPix portal to send your customers a link.
Your customers use that link to take and upload photos.
Your team reviews those images and proceeds accordingly.
INDUSTRIES SERVED:
- Claim photos (1st and 3rd Parties)
- Pre-binding Inspections
- Customer Provided Underwriting Documents (Proof of Prior Coverage)
- Pick Up Condition Photos
- Bill of Lading Uploads
- Claim/Damage Photos
- Job Photos
- Pricing Mechanism
- Contract Review and Signatures
LEARN MORE ABOUT CLAIMPIX
FREQUENTLY ASKED QUESTIONS
The process can go as fast or slow as necessary. From a technology side, set up can be completed in under five minutes. However, the best success typically comes from a thorough training and onboarding process with key stakeholders and employees.
ClaimPix offers onsite training for the platform. All employees can be trained, but it is most beneficial to utilize a “train the trainer” type process. Often there are questions and things that come up in the training process that pertain to internal processes which often times companies prefer to hash out at the management level. Success is based on organizations being able to use this platform to the best of their ability. Staying in front of users and helping them use the product is preferred.
The goal is to make sure that these uploaded photos add value, and sometimes a customer might not send the photos in at all. The pricing is based on a per unit (link received from the customer) basis. For example, requests were sent to 100 customers, and 50 customers sent photos back, the charge would only be for 50 customers. The contract is simple and being charged on a per-use process; there is no long-term commitment. Access to all the customer data and photos is always available.