6. Case Closing
The final step in processing a case is the generation and submission of an invoice to the Insurer (our Client). Once the agent has completed all necessary actions related to the case and fulfilled all obligations to the insured, an invoice must be created accordingly.
Steps for Case Closing
Ensure All Case Actions Are Completed
Verify that all necessary tasks related to the insured have been completed.
Ensure all required documentation has been processed and submitted.
Initiate Case Closing procedure add Fee and Generate the Invoice
Initiate Case Closing procedure.
Select Commission fee from available options.
Select which Payouts and Compensation include in Invoice.
Use the internal system to generate the appropriate invoice type.
Ensure all calculations are accurate and align with the contract terms.
Submit the invoice to the Insurer (Client).
Confirm Invoice Processing
Check that the invoice has been successfully submitted and recorded.
If applicable, follow up on any discrepancies or additional client inquiries.
Check Invoice in the System
Once the invoice is generated, it will appear in the Case View section under Invoices.
Review the invoice details to ensure accuracy before finalizing the case closure.
By following these steps, the case closing process is completed efficiently, ensuring compliance with contractual obligations and financial accuracy.
Available Invoice Types
Monthly Invoice: Generated for clients with a contractual obligation to pay a monthly administration fee. This can be verified in the DESK Application under "Settings" → "Contracts".
Per Case Invoice: Issued when the case includes an administration fee and compensation payment for the insured. This applies to clients who do not have a monthly administration fee per contract.
Credit Invoice: Issued in cases where a correction or refund is required, such as when an overpayment has been made, or an adjustment is necessary due to claim reassessment.
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