Claims Management

Introduction to Claims Management
Claims management allows both agent and client to track the progress of the claim.
Tue, 12 Feb, 2019 at 1:32 PM
Can my client actually make a claim to the insurer directly from my-insurer?
No. The claim management tool on my-insurer is only a tracking tool. To submit an effective claim, please kindly do so on the insurer's appropriate chan...
Tue, 12 Feb, 2019 at 1:32 PM
What is the purpose of "Claims Management"?
Claims management allows both agent and client to track the progress of the claim.
Tue, 12 Feb, 2019 at 1:33 PM
I see a "Claims Status" function. Is it automatic? Or will I need to manually update it?
You will have to manually update it. You will be solely responsible to update the status so your client is keep aware of the claims status through the app o...
Tue, 12 Feb, 2019 at 1:33 PM
What is the difference between "Remarks" and "Comments" ?
Remark: for Agent only to note Comment: for both of Agent and client
Tue, 12 Feb, 2019 at 1:34 PM
How to view & approve claim on Wellnex CRM?
Find out how to view & approve claim on Wellnex CRM. https://www.youtube.com/watch?v=SElfhBGKukg  My Insurer Private Limited – S...
Fri, 23 Jul, 2021 at 1:41 PM