SmartMoving’s Claims Settings let you customize how your company tracks, manages, and resolves customer claims. Configuring these settings ensures your team stays compliant with regulations, improves response times, and captures accurate data for reporting and analysis.
This article provides a high-level overview of what you can configure in the Claims Settings area and how each section contributes to efficient claims management.
Accessing Claims Settings
To open the Claims Settings page:
Ensure you have permission to access the Settings module.
Navigate to Settings > Claims
From here, you can manage:
Complaint Types
Settlement Types
Claim Statuses
Lifecycle and Date Fields
Compliance-related configurations
💡 Tip: Each section of this guide has its own detailed help article linked below.
Key Things to Configure and Understand about Claims
Configuration Area | Description | Learn More |
Complaint Types | Define the reasons customers submit claims (e.g., damaged item, lost item, valuation request). | |
Settlement Types | Customize how your team resolves claims (e.g., refund, repair, replacement). | |
Claim Lifecycle & Statuses | Understand the difference between SmartMoving-controlled lifecycle stages and your customizable workflow statuses. | |
Compliance and Date Fields | Track critical dates like acknowledgment and closure to meet legal deadlines. | |
Inventory and Valuation Tracking | Record affected inventory items and connect claims to valuation coverage. | |
KPIs and Dashboard Metrics | Monitor claims performance, ratios, and payouts. | |
Tasks and Templates | Assign internal tasks and set up acknowledgment/settlement email templates. | |
Permissions, term glossary and Best Practices | Review user permissions, glossary and configuration best practices. |
Why Configuration Matters
Proper configuration ensures:
✅ Legal Compliance: Acknowledgment and closure dates are tracked correctly.
✅ Operational Efficiency: Teams can use statuses and tasks to stay organized.
✅ Customer Satisfaction: Consistent communication through email templates.
✅ Data Accuracy: KPIs and dashboards reflect true performance and profitability
Next Steps
Continue to the next article to begin configuration: