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Settlement - Add insurance case
Settlement - Add insurance case
Bledar Syla avatar
Written by Bledar Syla
Updated over a week ago

Settlement - Add insurance case

Once you have entered a claim there are different ways to "process" the claim. This depends on which "type of damage" you have selected.

Select one of the choices in the "Type of damage": Fully comprehensive, Partially comprehensive, Third party liability, Third party fault, etc.

In the following, we will record the damage costs on the basis of a fully comprehensive claim. If you have selected something else under "Type of damage" (e.g. partial cover, third-party liability, etc.), please proceed in the same way.

If you select fully comprehensive in the "Type of damage", the following options are available to you in the "Settlement". In this post we will look at how to add an insurance claim. You can also repair the damage without insurance or not repair the damage.

Add insurance claim

Enter the data of your insurance in the mask.

If you already have the insurance statement, you can enter the remaining cost data via "Enter statement".

Select either Gross or Net in the mask. Please note that as "Amount paid by insurance" you enter the amount taken over minus your deductible. In the example below, the deductible is 300 euros. This step is important so that you can later understand what the actual costs per damage are.

If other costs have occurred in connection with the damage that are not covered by the insurance (e.g. vehicle rental), you can enter these yourself under "Additional costs" (without uploading an invoice as a PDF). If you involve your drivers in the repair costs or the deductible, you can enter this under "Employee share".

When calculating the total costs, all specified items are taken into account. Once the damage is repaired, click on "Close damage".

Fleetherous Tip:

Under "Damages" in the menu bar on the left, you can see all your open and closed damages.

  • If you want to analyze these damages further, you can do so under the menu item "Reports" and then "Damage overview". Here you can display all damages for a freely selectable point in time and group them.

  • If you need an overview of an employee's damages to prepare for a meeting, you can quickly retrieve their damages via "Damage reports" in "Reports".

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