Subrogation recovery
Recovery opportunities found and the demand drafted
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the paid claims and the loss documents
Screens paid claims for a liable third party from the loss facts, the police report and the adverse carrier details
Identifies the recovery candidates
Drafts the demand letter with the payments itemized and tracks the response
Drafts the demands and tracks them
Reports recoveries pursued and collected by adjuster and by line
Works in
Box, Salesforce, NetSuite
Box, Salesforce, NetSuiteWhat it does
- Screens paid claims for a liable third party from the loss facts, the police report and the adverse carrier details
- Drafts the demand letter with the payments itemized and tracks the response
- Reports recoveries pursued and collected by adjuster and by line
Connects to
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