FreightClaims.com

Becca Welch

Some quick how-to videos for utilizing freightclaims.com!

Training Guide

Learn how to add a new claim in FreightClaims.com using the three-step wizard. We cover identifiers, user assignment, uploads, claim parties, and shipment details.

Creating a Claim

Explore the email module on FreightClaims.com to learn how to send and receive claim messages, use templates or AI to draft emails, attach documents, and automate follow-ups for efficient communication.

Email Module

Learn how to file a claim in the system. We cover required details like origin, destination, and commodity info, plus how to use email templates to streamline communication and automate…

Filing A Claim

Learn how to mark a claim as filed, edit claim data, manage documents, send emails, and add existing or externally filed claims.

Marking a Claim as Filed

Overview of managing claims in FreightClaims.com using communication tools, email, workflows & more. See related videos for further details.

Managing Your Claims

Use automations for emails and claims. Select workflows, customize tasks, set dates, and manage automations to streamline processes.

Utilizing Automated Workflows

Learn how to create and customize dashboards. Explore sorting columns, applying filters, and tracking claims with custom views.

Creating and Editing Custom Dashboards

Discover the key features of your FreightClaims.com account. Manage your dashboard, customize settings, create claims, and track performance with Insights. Explore the Knowledge Center for detailed tutorials and reach out…

System Overview

Establishing and Utilizing the AAA Cooper Integration

Claims Module

Learn how to add a claim using AI entry. Upload BOL, Product Invoice or Delivery Receipt PDFs, review and categorize documents, confirm pre-populated data, and create a new claim using…

Creating a Claim with AI Entry

Editing/Recategorizing in AI Entry

AI Entry

Logging payments, concessions and write offs in a 3PL account

Logging Transactions (3PL)

Logging payments, concessions and write offs in a Supplier account

Logging Transactions (Supplier)

Learn how to close a claim. We cover logging payments, handling uncollected amounts, and storing claims in the closed queue for reference.

Closing a Claim

Closing Claims

Adding Customers, Capacity Providers and Insurance companies

Companies Module

To note: Suppliers are only available in Shipper Accoutns

Adding a Supplier

Adding Customers, Suppliers, Capacity Provider and their Contacts

Editing Claim Settings including: Document Categories, Customized Reference Fields, Filed & Closed Sub Statuses and the Additional Information tab.

Claim Settings

Learn how to edit and create email and letter templates in our system. Explore personalization with claim field codes, add letterhead PDFs, and use AI to craft email content, all…

Creating Email/Letter Templates

Creating roles, assigning claims, setting permissions, creating users and assigning roles to them.

Managing Roles and Users

Learn how to manage your notification settings in the platform. Discover how to view, clear, snooze, or customize alerts for claims, tasks, and document updates to stay informed and streamline…

Notification Settings

Learn how to create custom automation templates. This video covers adding tasks and emails, setting due dates, using email templates or AI, and saving workflows for future use to streamline…

Creating Automated Workflow Templates

We have updated the roles and permissions. Click the link below to learn how to manage these new settings.

Editing Roles and Permissions

Adding Users, Templates and Adjusting Settings

Settings

Learn how to create a New Claim Report. Select entity type, claims, time period, choose detailed or condensed data, and schedule, save, or email your report.

Navigating the Reporting Module

Reports

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Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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