Chase Payments: Claim Credit-Escalations

Chase Payments: Claim Credit-Escalations

Cinch has partnered with Chase Bank to give customers the option of using Chase Payments when accepting a Claim Credit to expedite receiving the payments.

Scripting

When a customer advises of their decision to accept the Claim Credit while on the line, the below scripting must be used to advise of the Chase Payment option:


IF customer chooses to accept a check,
THEN follow normal claim credit process.

IF customer chooses to accept Chase Payments, 
THEN follow the Chase Payment process.

IF claim hasn't been approved yet, 
THEN follow normal process to approve claim and continue with Zoho Process.

Zoho

  1. In ServiceBench, create the SS-Claim Credit Review exception.
  2. Copy the Service Job number.
  3. Swivel to Zoho and search for the case using the Service Job number.
  4. In the Service Request, the Select Payment Option button will now be available.
    1. This button will only populate if the SS-Claim Credit Review exception has been created in ServiceBench.
  5. Click the Select Payment Option button.

  6. In the Reimbursement pop-up, select Chase Payments.
    1. Customers Mobile Phone and Email Address will populate

  7. Use below scripting to confirm customers Mobile Phone and Email Address, then make selection for how customer would like to receive payment communications.

    8. If customer would like to update their email or phone number, make necessary changes in TIMX SCM, then refresh Zoho to see updated contact information.
  8. Select the Terms and Conditions link to open.
  9. Read Terms and Conditions to customer.

  10. When customer agrees, click the Check Box, then Save.
  11. Swivel back to ServiceBench and update the Exception Status to Complete.
  12. Enter Comment and Save.
If customer calls to check the status of their Claim Credit, use the Claim Number to check payment status in Oracle.



    Helpful Links

    i-Knowledge Help System - Partner Teams
    i-Knowledge Help System - Internal Teams

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