PII Claims and Circumstances

Updated Feb 10th, 2022

Task 1 New Claim/Circumstance

Allocate a Custom Questionnaire

Related Matter

Allocate a Custom Questionnaire

Claim Details

Set Dossier Field

Claim Status = Open – Not Reported

Add an automatic keydate to matter

PII_INV – Is the claim Investigation complete for 7 days time

Task 2 Claim Investigation

Meet unmet keydates by type

PII_INV

Allocate a Custom Questionnaire

Claim Investigation

Add an automatic keydate to matter

PII_REP – Has the Calim Been Reported? if not chase after 7 days

Criteria
Report to the Insurers Required = Yes

Tick Task

Criteria
PI Claim Investigation Complete = Yes

Task 3 Reported to Insurers

Meet unmet keydates by type

PII_REP

Allocate a Custom Questionnaire

Insurer Details

Send Standard Document

Blank Letter to Insurer

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Add A Dossier Date

Date Notified to insurer = Today

Set Dossier Field

Caim status = Open- Reported to Insurers

Add an automatic keydate to matter

PII_INS – Has a response from the Insurer been Received? if not chase after 14 days

Task 4 Response from Insurer Received

Meet unmet keydates by type

PII_INS

Meet unmet keydates by type

PII_ACT

Allocate a Custom Questionnaire

Advice Received

Add an automatic keydate to matter

PII_ACT – Any Further Action Required? + 14 Days

Tick Task

Criteria
Claim Status = Closed – Reported to Insurers
OR
Claim Status = Closed – Not Reported

Task 5 Response from Claimant

Meet unmet keydates by type

PII_ACT

Allocate a Custom Questionnaire

Claim Update

Add an automatic keydate to matter

PII_ACT – Any Further Action Required? + 14 Days

Tick Task

Criteria
Claim Status = Closed – Reported to Insurers
OR
Claim Status = Closed – Not Reported

Task 6 Contact Claimant

Meet unmet keydates by type

PII_ACT

Allocate a Custom Questionnaire

Settlement Offer

Send Standard Document

Blank Letter to Claimant

Add an automatic keydate to matter

is further action required set to 14 days time

Tick Task

(Criteria: PII_CLAIM_STATUS Claim Status = “Closed – Reported to Insurers” OR PII_CLAIM_STATUS Claim Status = Closed – Not Reported)

Task 7 Write to Insurers

Meet unmet keydates by type

PII_ACT

Send Standard Document

Blank Letter to Insurer

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Add an automatic keydate to matter

Is further action required set for 14 days time

Tick Task

Criteria
PII_CLAIM_STATUS Claim Status = “Closed – Reported to Insurers”
OR
PII_CLAIM_STATUS Claim Status = Closed – Not Reported

Task 8 Response from Insurers Solicitors

Meet unmet keydates by type

PII_ACT

Allocate a Custom Questionnaire

Advice Received

Add an automatic keydate to matter

Is further action required set date for 14 days time

Tick Task

Criteria
PII_CLAIM_STATUS Claim Status = “Closed – Reported to Insurers”
OR
PII_CLAIM_STATUS Claim Status = Closed – Not Reported)

Task 9 Contact Insurers Solicitors

Meet unmet keydates by type

PII_ACT

Send Standard Document

Blank Letter to Insurers Solicitor

Blank Letter to Insurer

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Add an automatic keydate to matter

If Further Action required set for 14 days time

Tick Task

Criteria:
PII_CLAIM_STATUS Claim Status = “Closed – Reported to Insurers”
OR
PII_CLAIM_STATUS Claim Status = Closed – Not Reported)

Task 10 Close Claim

Meet unmet keydates by type

PII_INS

Meet unmet keydates by type

PII_ACT

Set Dossier Field

Closed – Not Reported

Criteria
Report to the insurers Required = No

Set Dossier Field

Closed – Reported to Insurers

criteria
Reported to the insurers = yes

Allocate a Custom Questionnaire

Closing details

Document pack for this workflow

Blank Letter to Insurer

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Letter to Insurer

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