Lecture Notes: Handling Safe Life Invoices and Claims

Overview

• Discussion about handling Safe Life invoices and claims.
• Review of the process for confirming deductibles and handling email requests.

Key Processes

Handling Deductible Disputes

• Verify submitted deductible amounts with Safe Life.
• Respond to Safe Life emails regarding deductible confirmations.

Approving Parts Requests

• Review emails from Safe Flight requesting approval for certain parts.
• Assess whether the approval is appropriate and provide confirmation.

Glass Box Invoices

• Majority of tasks include dealing with invoices from the glass box.
• Responsibilities include creating and assigning claims.

Training and Access

Team Involvement

• Suggestion for each person to take on a full claim process (filing, uploading invoices, and photos).
• Discussion about current lack of access to SafeLight to manage the manual coverage queue.

Access Validation

• Verification if team members have access to the inbox to view the glass box submissions.
• Confirmation that some team members can already view the inbox containing tasks.

Action Items

• Ensure team members receive necessary emails and access to tools like SV2.
• Plan for further requests or escalations if access issues persist.

Closing Remarks

• Training session summary and acknowledgment of challenges with access.
• Encouragement to resolve the access issues before the next training session.

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These notes capture the essential tasks discussed and the training focus areas related to managing Safe Life claims and invoices, ensuring all team members are well-prepared for their responsibilities.