JobNimbus CRM Training & Tutorials

STEP 6: Insurance Denial Sequence

PROCEDURE / PROCESS

IF INSURANCE DENIES YOUR CLAIM

  1. Move to the ‘Denial’ Stage

  1. Build a photo report

  1. Make a note to the office to get an Eagle View, estimate & Hail report

  • Once the office attaches those 3 things to the job, they will make a note, back to you which will send you a notification.

  1. Email the Insurance Company (In JobNimbus) and attach the photo report, Eagle view, estimate & hail report

  1. Call in a 2nd adjuster meeting

  1. Schedule another adjuster meeting in JobNimbus

IF INSURANCE DENIES THE CLAIM AGAIN

Begin the Appraisal Process

IF INSURANCE APPROVES THE CLAIM

Go to the Next Step

VIDEO TUTORIALS

1. Updating the Pipeline Stage

2. Build a Denial Photo Report

3. Making a Note

4. Emailing Through the CRM

5. Scheduling an Adjuster Meeting

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