NA Performance Management R S P r & Requirements in c ip l e Initial Claim Assignment s • Adjusters are required to review new losses within 24 hours of receipt • Review, complete ECLDA assessment, and set up all new claim assignments within 24 hours from assignment. Co m • ECLDA pl i a o Event n c o Coverage e • Adjuster must utilize the Auto Coverage Template and document it in the notes • Explain what symbol applies and why P P Example: ere f rf • 68 applies – owner operator &oro & R Rmrman • Policy has been dropped into the file eqea qn u c c o Liability iuie Me rre M o Damages emmeaan enn a ag o Action Plan tng steme senme • Document the files with details, including names of parties contacted, phone numbers, t n t emails, etc. • Primary contact channels are phone and text. R A • Complete regulatory requirements, compliance letters/ phone calls. Confirm all FNOL es d letters are sent at the initial set up of the claim, which is within 24 hours of receipt of p m onsin the assignment. i is b t r i a l t i t iv • Open all applicable features at initial claim set-up, or upon receipt of information that i es e would require the opening of a feature. o Contact all parties, including drivers, owners, witnesses, and passengers to the claim within 24 hours of assignment. Obtain full and complete statements from all parties involved in the claim, and document same in the file notes. Utilize all applicable vendors to obtain contact information on the potential parties and witnesses to the claim. Y M o At no time should any employee utilize third party vendors for personal use oura W n a without the explicit written consent of claims leadership. or gi n 9 k g Confidential, Proprietary and Trade Secret Document of NARS and protected by the Florida Uniform Trade Secrets Act, chapter 688, Florida Statutes. No use allowed unless specifically authorized.
NARS Playbook - Adjusters Page 8 Page 10