Insurance claims: from the assessor to the insurer's payment, on the work order
On an insurance job the workshop waits for money from two sides: the insurer and the customer. In Baktam you add the claim to the work order: comprehensive or liability cover, insurer, claim and policy numbers, assessor. The excess is deducted from the approved amount; the insurer's share is never added to the customer's balance, and the insurer's payment is recorded separately. In body and paint businesses, check-in damage, the customer's signature and the reports are tied to the same job.
Damage
Assessor
Approval
Insurer payment
What is it for?
In the workshop
The claim number, the assessor's phone and the approved amount are on different bits of paper.
With Baktam
Cover type, insurer, claim and policy number, the assessor's name and phone are on the work order. Call or email the assessor in one tap; the vehicle's previous claim is suggested.
In the workshop
Money the insurer will pay looks like the customer's debt, and the account gets muddled.
With Baktam
The excess (customer share) is deducted from the approved amount; the rest is the insurer's share and is not added to the customer's balance. The insurer's payments are recorded separately and the amount still due is shown.
In the workshop
A scratch that was already there at check-in is blamed on the workshop later.
With Baktam
In body and paint businesses, existing damage is marked on the diagram at check-in and recorded with the customer's signature; the check-in form can be printed.
How does it work?
- 1
Open the claim
On the work order, “Add insurance claim”: comprehensive, liability or other; insurer, claim number and policy number.
- 2
Record the assessor
Once an assessor is assigned, enter their name and phone; the claim moves to “Assessor assigned”.
- 3
Record the approval
Enter the approved amount and the excess. Claim status: open, assessor assigned, approved, partly approved, rejected, paid, closed.
- 4
Collect from the insurer
Record the insurer's payment with “Collect from insurer”; the customer's balance does not change and the amount still due on the claim is shown.
- 5
Hand over the report
The damage and repair report brings check-in damage, planned work and insurance details into one document. The paint and replaced parts report shows the car's body history on a diagram.
Who uses it?
Body & paint technician
Tracks the claim, the assessor and the approved amount on the work order.
Front desk / cashier
Takes the customer's share and the insurer's payment separately.
Workshop owner
Sees which claims are waiting for approval and which for payment.
This feature is part of Baktam, the garage management software that keeps the whole workshop in one place.
Frequently asked questions
Does the insurer's share affect what the customer owes?
No. The excess is deducted from the approved amount and the rest is the insurer's share. That share is not added to the customer's account; the customer only pays their own part. The insurer's payment is recorded separately.
Are insurance claims only for body shops?
No. A claim can be added to any work order. The damage diagram, check-in signature, body shop board and paint report open with the body and paint business type.
What does the paint and replaced parts report show?
Each panel on the car's diagram as original, removed and refitted, spot painted, painted or replaced. It only covers work done and recorded in your workshop, and says so on the document. If you choose, it also appears on the vehicle's QR page, without prices or personal details.
Is Baktam connected to insurers' systems?
No. Baktam does not connect to insurers' or assessors' software; claim details and amounts are entered in the workshop.
Related features
Body shop & car A/C
A clickable damage diagram and estimates from it for body work; readings, gas records and a customer report for A/C.
Payments, cash & receivables
Who owes what, which cheque is due, what came in today — on one screen.
Customer quote approval
The quote goes to the customer's phone as a link; they accept your terms and sign, and the approval record can be checked by QR.
One click is all it takes to try everything.
14 days free, no card needed. Set up in 5 minutes, learned in half a day.