> For the complete documentation index, see [llms.txt](https://docs.centousapps.com/insureful/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.centousapps.com/insureful/app-set-up/fulfill-a-claim.md).

# Fulfill a Claim

Lets set up fulfill a claim step by step

## Fulfilling a claim — step-by-step

1. **Open Manage Claims**\
   Go to **Manage Claims** in your dashboard and find the customer’s claim row.
2. **Open the claim**\
   Click the three-dot menu on the claim row → **Edit** (or **View**) to open **Claim Request Details**.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FZwsl4IpzRfp88Iw6DIc3%2FScreenshot%202025-10-14%20185551.png?alt=media&amp;token=3428422c-36e8-4c10-9359-34518e61699b" alt=""><figcaption></figcaption></figure>

3. **Review the claim details**\
   On the Claim Request Details page check: product, price, requested qty, customer note and any attachments (evidence).

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FWvnx9SZMc57fbWh0zjKv%2FScreenshot%202025-10-11%20182751.png?alt=media&amp;token=e650eee4-c628-4f11-a76d-787dbe83bd21" alt=""><figcaption></figcaption></figure>

3. **Choose how to resolve the claim**\
   Open **Select Claim Type** and pick one of three options:

   * **Refunded by Amount** — give a money refund (full or partial).
   * **Reorder** — send a replacement order.
   * **Store Credit** — add credit to the customer’s account.

   <figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FvW7iu4MtySLnJPpdnAe9%2FScreenshot%202025-10-11%20182813.png?alt=media&amp;token=30e2d5db-01e6-481d-998e-7b1956fd43dc" alt=""><figcaption></figcaption></figure>
4. **If you choose Refunded by Amount**

   * Select the item **quantity** to refund (use the qty dropdown).
   * Enter the **refund amount** in the Summary panel.
   * Fill the **Reason for refund amount** field (required).
   * (Optional) If you change price details there may be a “Modified Price” option.

   <figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FH5rbgrbJN2EC38VKXHjQ%2FScreenshot%202025-10-11%20182841.png?alt=media&amp;token=70a28fbc-d673-4032-a2cd-7159da67cbd2" alt=""><figcaption></figcaption></figure>
5. **If you choose Reorder or Store Credit**

   * **Reorder**: provide necessary reorder details and confirm the replacement.
   * **Store Credit**: enter the credit amount and write a short reason.

   <figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FD7Gfny1nIN5Muqhz5zQp%2FScreenshot%202025-10-11%20183421.png?alt=media&amp;token=2de23caa-b2ed-4949-8baf-7e327d3c5418" alt=""><figcaption></figcaption></figure>
6. **Change claim status (if needed)**\
   If you suspect a claim is not genuine, click **Change Claim Status** (top-right). Choose:

   * **In Progress** — to investigate or process further.
   * **Canceled** — to reject the claim.\
     **If you select Cancel**, you **must** enter a reason for cancellation, then click **Change Status**.

   <figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2Ft0Nu4zpL0Y11yl04roEO%2FScreenshot%202025-10-11%20183440.png?alt=media&amp;token=6a3a771c-5d7f-4fe1-bfb1-830b74e231d1" alt=""><figcaption></figcaption></figure>
7. **Complete the action**\
   After filling required fields, click the button to finalize (e.g., **Refund Rs. X**, **Fulfill Claim**, or confirm reorder/store credit). Ensure the action completes successfully.

<figure><img src="https://3268869593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTMi2PAaPTTOdVXrEeup0%2Fuploads%2FpwJpsKeQESz913LtjALk%2FScreenshot%202025-10-14%20185718.png?alt=media&amp;token=113e0aa0-c32f-41ba-84cd-03a593f15e54" alt=""><figcaption></figcaption></figure>

8. **Verify the result**\
   Return to **Manage Claims** to confirm the claim row now shows the updated **Claim Status** and the **Refund / Store Credit** amounts and remaining amount.
