Your role
Insurance claims clerk
Your day on Insurance claims at a garage, following each insurer's claims through the assessment and the authority to repair to what the insurer owes.
As an insurance claims clerk you run a garage’s accident repairs: Kila says the role “Runs insurance repairs: claims, assessors, approved amounts, authority to repair, release letters, claim batches and what insurers owe.”
When you sign in
Link to this section: When you sign inKila opens Insurance claims: “Vehicles repaired on an insurer’s claim. The insurer’s share goes on its account when the vehicle is collected; claim batches and remittances are under Payers and claims.” The tabs Open, Invoiced, Withdrawn and All sort the claims, each with its Claim number, the Insurer, the Owner, the Stage, the Approved amount and the Excess.
What you can do
Link to this section: What you can do- See every claim by its stage, with what each insurer approved and the owner’s excess, and tap a claim to open its job.
Everything the role is allowed to do
- General
- View dashboard
- Point of sale
- View sales
- Customers
- Third-party payers: eligibility checks, pre-authorisations, claim batches and remittances; View customers; Create and edit customers
- Services
- View services and bookings; Insurance repairs: claims, assessments, authority to repair and release letters
- Credit
- View credit and agreements; Record repayments
What needs someone else
Link to this section: What needs someone elseNo approval limits: anything that needs approval goes to someone else.
The repair itself is the workshop’s, and the money at collection the cashier’s.
Common questions
Link to this section: Common questionsWhere do I see a claim’s details? Tap the claim in the list: its job card opens.
When does the insurer owe its share? When the vehicle is collected, its share goes on the insurer’s account.
Where are the claim batches? “Claim batches and remittances are under Payers and claims”: in a garage’s menu, Workshop › Insurers and claim batches.
- Garage & auto repair: the garage’s pages.
- Jobs and repair: the workshop as a whole.