Case Registration and Forwarding to the Insurer
Overview
After collecting the primary information about the Insured and the circumstances of the event, the Company’s Agent records this information in the self-service system. Once documented, the information is forwarded to the specific Insurer associated with the Insured in the given case.
Information Transfer Process
The transfer is conducted within the DESK Application system and involves the following steps:
Sending the information to the Insurer – This is typically done via email through the system.
Awaiting a response – A reply from the Insurer is expected, including a case number assigned to the event.
Assigning the response to the case – When an email reply is received, it is linked to the corresponding case card in the system.
Updating the event insurance card – The case number provided by the Insurer is entered into the system.
Confirming case status – Once the case number is added to the case card, the Agent considers the case open and proceeds with further necessary actions.
This process ensures that all relevant information is accurately documented, properly linked, and efficiently communicated between the Company and the Insurer.
Additionally, the insurer may use the Company’s web service (API - Application Programming Interface) for data transmission, enabling automated processing of the event registration.
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