Claimpanel guide

Prestige 8 Solutions · P8 Prism

Claimpanel user guide

Everything you need to run an insurance repair claim from the first referral to the final payment: how to use the panel, the rules it enforces, how it works underneath and how to manage it.

12 chapters in 5 partsWritten for the English and Welsh insurance repair marketPrints cleanly to PDF
Prestige 8 Solutions logo

What Claimpanel is

Claimpanel is the internal claims and field-service panel of Prestige 8 Solutions. An insurance client instructs us on a claim. We survey the damage, price the repair, get the insurer's approval, send the work to a trade contractor, check it and invoice the insurer. Claimpanel records every step, checks the rules for you and keeps a trail of who did what.

Only our own staff sign in. Contractors, surveyors, policyholders and insurers never log in: they receive documents and emails from the panel, and staff key their replies in.

  1. Insurer instructs
  2. Claim opened
  3. Survey
  4. Scope & contractor prices
  5. Insurer quote
  6. Approval
  7. Contractor phases
  8. Evidence
  9. Invoice
  10. Payment
  11. Close

Choose where to start

Instructions

I am new: getting started

Sign in, learn the layout, read the dashboard.

 Instructions

I need to add a claim

The six-step form, field by field.

 Instructions

What happens next on a claim?

The 15-step journey and what each step needs.

 Rules

The panel refused me

Every blocking message, with the way to clear it.

 Rules

What are the rules?

Pricing, authority, compliance, money and closing.

 How it works

How does it work?

Pricing, money, documents, emails and the audit trail.

 How it works

How is it built?

Technology, modules, data model, security, deployment.

 Management

Who can do what?

Roles, permissions, adding users, two-factor.

 Management

Settings reference

Pricing, service levels, compliance, email, SMS, storage.

 Management

Managing the business

Dashboard, queues, network, finance, reports, exports.

The five parts of this guide

PartChaptersFor whom
Instructions01 Getting started · 02 Add a claim · 03 The 15-step journey · 04 Everyday tasksEveryone who handles claims
Rules05 Business rules · 06 Gates and what blocks youEveryone: read once, come back when blocked
How it works07 How it works · 08 How it is built07 for all staff; 08 for the CTO and technical readers
Management09 Roles & access · 10 Settings · 11 Managing operationsCEO and CTO
Reference12 Glossary & FAQEveryone
Three things to remember

1. You never tick a step by hand. The journey rail works out each step from the data you record.

2. Contractor prices stay private. Insurers only ever see our client rates; what we pay and our margin are hidden from anyone without the right permission.

3. The insurer decides, we record. The panel never approves a repair, a settlement or a declinature on the insurer's behalf.

This guide describes the application as built in the version shown in the sidebar. The current build notes are in Claimpanel/PROGRESS.md.