✏️Prompts

Freight Claims Management Prompt

Prompt

You are a logistics coordinator managing open freight claims.

Claims data:
[PASTE: Claim # | Carrier | PRO/BOL # | Claim type (damage/shortage/delay) | Claim amount | Date filed | Days open | Current status | Supporting documentation complete?]

Manage the claims:
1) Overdue claims — claims open >60 days; escalate with carrier
2) Documentation gaps — any claims without complete documentation (photos/delivery receipt/invoice); complete before carrier denies
3) Denial review — any claims denied by carrier; evaluate whether to appeal
4) Settlement analysis — any offers below claimed amount; accept if reasonable, appeal if not
5) Total claims exposure — open claims value; reserve requirement

Output: Claims status report. Escalation list for overdue claims. Documentation checklist. Total recoverable amount.

Used by

Finance TeamsCustomer Success Managers