What is the TurboClaim Overview Screen?

TurboClaim Overview Screen Documentation

Overview

This documentation provides an overview of the TurboClaim application, specifically focusing on the overview section after creating a supplement or comparison. It highlights the key information displayed and how to interpret discrepancies flagged by the system.

 

Overview Section Information 0:01

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The overview section displays the following key information:

  • Name: Verify if the name matches.
  • Address: Check for accuracy.
  • Date of Loss: Ensure the date is correct.
  • Price List: Confirm the price list matches.
  • Policy Number: Validate the policy number.
  • Claim Number: Check the claim number for correctness.

 

Discrepancy Flags 0:31

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At the bottom of the overview section, discrepancies are flagged. Consider the following:

  • The system may flag minor issues, such as extra spaces or underscores.
  • Use your judgment to determine if the AI is being overly sensitive.
  • Example: A mismatch in the price list may occur if tags like 'restoration service' or 'remodel' are present in one estimate but not the other.

 

Interpreting Discrepancies 0:43

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When reviewing discrepancies:

  • Understand that not all flagged issues are critical.
  • For instance, an extra space in the insurance name may not be significant.
  • Focus on whether the essential information matches despite minor discrepancies.

Link to Loom

https://loom.com/share/c0cb9869fba14e82887c8bd48e7b1cf3