Cash settlement enquiry or request

Steps for responding to either a customer’s cash settlement material damage (MD) enquiry, or cash settlement MD request.

Procedure

1. Determine if customer has a cash settlement enquiry or cash settlement request.

   If the customer has a ...	Then ...
   cash settlement enquiry	advise the customer that they require a repair estimate.
   cash settlement request	proceed to step 2.

2. Determine if the customer has had a repair estimate completed.

   If the customer has ...	Then ...
   had a repair estimate completed	create the EST - Cash Settlement activity assign to the Estimating Assignment queue, and add a note to the description filed stating Any applicable deductible must be applied before payment/reimbursement to the customer.
   not had a repair estimate completed	complete Add a Guided Photo Capture MOI, and create the EST - Cash Settlement activity: assign to the Estimating Assignment queue, with no location code, and add a note to the description filed stating Any applicable deductible must be applied before payment/reimbursement to the customer.