PROMOS Insurance Claim Management

To create an insurance claim in SAP®, the user can search for the tenant, property address or functional location using the easy and convenient search function on the fast entry screen. After selecting the functional location, the screen provides clearly presented information regarding the defect history of the functional location as well as the building or the accounting entity. The user can now enter information on the defect including a long text for the claim and the anticipated extent of the defect. As an option, the anticipated extent of the defect can be determined automatically via the defect code. If available, attachments such as appraisals or photos are attached to the notification. To make subsequent processing of the insurance claim easier, contact data can also be stored on the screen, such as the estate agent, insurer, expert, affected party or the investigating authorities. New maintenance notifications and maintenance orders can also be generated from the insurance notification.

If the insurance notification has been created, all the assigned notifications, contracts, orders and invoices as well as the status of the insurance claim can be displayed. It is also possible to create claims against the insurance company and tenant credit memos for invoices of the maintenance commissioning assigned to the insurance notification.

The analysis of the insurance damage claims lists all fields for the insurance notification and information from the assigned documents (e.g. maintenance notifications, maintenance orders, invoices, etc.).

• Connection possibilities: The solution can easily be connected to the PROMOS Insurance Portal or the AVW insurance portal.
• Simple communication: A chat function between the PROMOS Insurance Portal and the insurance solution in SAP® is provided via easysquare workflow, which makes communication much easier.
• Customisation: If required, the solution can be adjusted in line with your individual requirements by adding new fields and inspections, for example.