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
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
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
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