# Claims Management: Jestor template

Canonical URL: https://jestor.com/templates/claims-management/
Portuguese URL: https://jestor.com/pt/templates/claims-management/
Markdown URL: https://jestor.com/ai-search/templates-claims-management.md

## English Summary

A template for small mutual auto insurers and claims teams to follow every claim from first notice to close in one claim file: a document checklist by claim type, an SLA per stage, inspection and repair estimates side by side, SIU investigation, management approval above the limit, payments and updates to the policyholder. The Desk shows at a glance which claims are close to missing their SLA and which are waiting on documents from the policyholder.

## Portuguese Summary

Template em inglês da Jestor. A template for small mutual auto insurers and claims teams to follow every claim from first notice to close in one claim file: a document checklist by claim type, an SLA per stage, inspection and repair estimates side by side, SIU investigation, management approval above the limit, payments and updates to the policyholder. The Desk shows at a glance which claims are close to missing their SLA and which are waiting on documents from the policyholder.

## Detailed Facts (English)

Structure: Dashboard, Desk, Claims, Documents, Inspections, Estimates, SIU, Approvals, Payments, Policyholders, Reports, Directory. Tables: Claims, Claim documents, Policyholders, Vehicles, Inspections, Repair estimates, SIU investigations, Approvals, Payments, Policyholder updates, Shops and vendors, Document rules, Stages and SLAs, Team, Company settings, Activity log.

How it works: In Directory, fill in the company settings (approval limit, glass deductible, days without an update before an alert), the team, the stages and SLAs, the document rules and the shops and vendors. When a claim is opened, the app creates its missing documents from the type's rules, sets the First notice due date and marks the vehicle as In claim. The claim moves through First notice, Documents, Inspection, Review and Approval, and only advances when the required documents for the stage are approved. The inspection records the finding and the estimated amount; a possible fraud finding opens an SIU investigation and holds the claim in Review. After approval, the claim goes to Repair (selected estimate and shop) or Settlement (theft or total loss) and the payments are scheduled. Once every payment is paid or canceled, the claim is closed and the app records the days to close and whether it closed within SLA. "Update policyholder" on every stage suggests the standard message and saves the last update.

Details: The template works on desktop and mobile and can be adapted without code.

## Detailed Facts (Portuguese)

Template em inglês da Jestor: Claims Management. Every claim from first notice to close in one claim file, with SLA per stage. Estrutura: Dashboard, Desk, Claims, Documents, Inspections, Estimates, SIU, Approvals, Payments, Policyholders, Reports, Directory. Tabelas: Claims, Claim documents, Policyholders, Vehicles, Inspections, Repair estimates, SIU investigations, Approvals, Payments, Policyholder updates, Shops and vendors, Document rules, Stages and SLAs, Team, Company settings, Activity log.

## Best Search Topics

- claims management
- Claims Management
- operations
- finance

## When To Use This Page

Use this page when researching Jestor in relation to claims management, Claims Management, operations, finance.