Once the WhisperClaims system has gathered all the information it needs, it shows you the client’s approximate expenditure. This allows you to gauge the value of the opportunity – if the opportunity is too small, there is no obligation to proceed. If you do decide to proceed, you simply pay a low, capped fee for instant access to the report (unless you have already purchased one or more pre-paid claims). Should you want to add value by tailoring the report further, you can choose an editable (Microsoft™ Word) version and add your own text and images.
If you choose to download the editable version of the report and make changes, the risk assessment will not update and may be invalid.
To access the report, you are taken through the paywall (if you have not already purchased one or more pre-paid claims) to pay for the report. By default, you pay using the payment method you set up when you first set up the account, that is, either by credit card or direct debit. If you used a credit card initially, you can click the link to add additional cards.
Once you have made the payment then you can download the report in your preferred format (fixed PDF or editable Microsoft Word). It could not be easier, or indeed faster – from clicking the button to reading the report in a matter of seconds!
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Reviewing a claim
When the Review button appears, next to the Back button, you and your client have finished entering all the information for the claim. Clicking the Review button displays a summary of the claim, from which you can double-check that the figures are ...
Paying for a claim review
Once the WhisperClaims system has gathered all the information it needs, you can purchase and download your report. If at this stage you have any concerns about the claim or would like a second-opinion, you can opt to request and pay for a claim ...
Downloading a claim
You can download your report from the WhisperClaims system in either fixed Adobe™ PDF file or editable Microsoft™ Word format; if you choose the latter you can edit the report into your own format and add content as you see fit. For example, you can ...
Duplicating a claim
If you know that you have an existing claim for a client that you can use as the basis for a new claim, you can duplicate the existing claim and change details as required in the new claim. To duplicate a claim, you must be logged into the ...
Deleting a claim
You cannot directly delete a claim from the WhisperClaims system but if you want to remove a claim from the list of claims you can access, you can archive the claim. Archiving the claim removes the claim from view but does not remove the claim ...