How to create your first claim

Creating Your First Claim in OtterClaims

Submitting your first claim in OtterClaims is quick and easy. This guide will walk you through the entire process step-by-step.

Step 1: Access the New Claim Form

1. Log in to your OtterClaims account
2. Click on "Claims" in the left sidebar
3. Click the "New Claim" button in the top right corner

Step 2: Enter Basic Information

You'll need to provide the following information:

• Contract Provider: Select the warranty company or contract provider for this claim
• Claim Type: Choose between Warranty, Extended Warranty, or Service Contract
• Priority: Set the urgency level (Low, Medium, High, or Critical)
• Description: Provide a brief summary of the issue

Step 3: Add Vehicle Information

Enter details about the vehicle:

• VIN (Vehicle Identification Number)
• Year, Make, and Model
• Current mileage
• License plate number
• Customer name and contact information

Step 4: Document the Repairs

Provide detailed information about the repair work:

• List all complaints or issues
• Add parts needed for each complaint
• Include labor hours and rates
• Specify any diagnostic fees

Step 5: Upload Supporting Documents

Add any relevant files:

• Photos of the damaged components
• Diagnostic reports
• Repair estimates
• Customer authorization forms

Step 6: Review and Submit

Before submitting:

1. Review all information for accuracy
2. Check that all required fields are completed
3. Verify that all necessary documents are attached
4. Click "Submit Claim" to send it to the contract provider

What Happens Next?

After submission:

• The contract provider will receive an immediate notification
• You'll receive a confirmation email with the claim number
• The claim will appear in your dashboard with a "Pending" status
• You can track progress and receive updates through the platform

Tips for Success

• Be as detailed as possible in your descriptions
• Upload clear, well-lit photos of all damage
• Double-check part numbers before submitting
• Keep your labor rates up to date in your facility profile