đ„ Video walkthrough: watch this step on YouTube. A short recorded demo of exactly these steps.
When you file a claim, polt.ai does the following automatically:
Changes the shipment status to Claim
Creates a Cargo Claim ticket in the polt.ai Help Desk
Notifies all involved parties
Locks the shipment so no information on the shipment profile can be edited during the claim review
This action cannot be undone: Only file a claim when you have confirmed damage, loss, or another claimable issue with the freight.
1. Open the shipment
Open the shipment you need to file a claim on.
2. Open the more options menu
Click the "..." button at the top right of the shipment. Select File a claim. The File a claim confirmation dialog opens.
3. Type "confirm" to proceed
In the confirmation field, type confirm (lowercase) to acknowledge that filing the claim is irreversible. Click Confirm to file the claim.
The shipment status changes to Claim, the shipment is locked from edits, and a Cargo Claim ticket is created in the polt.ai Help Desk. While a shipment is in the Claim status, you will not be able to edit any of the shipment details.
4. Download and complete the Claim Submission Form
Download the standard Claim Submission Form, which is sent to you in the Cargo Claim ticket. [Attachment removed]
Complete the form and have your customer (the claimant) sign it.
The customer signature is required. Claims cannot be processed without a signed form from the claimant.
5. Send claim documentation to the Compliance team
Send the following documents to our Compliance team via the Cargo Claim ticket created in step 3:
Completed and signed Claim Submission Form
Relevant report documentation (police report, BOL, photos taken at delivery, etc.)
Relevant photos of the damage or loss
The Compliance team will review and process the claim.