Offer a % of what the customer claimed

Released value often pays far less than an item is worth. When you want to offer more — or less — you can offer each item as a % of the value the customer claimed for it.

Before you start

• You need Can manage claims.
• The item needs a Value claimed. Without one, type the amount yourself.

Offer a %

1. Open the claim. In Offer (or in the item's pop-up, under Offer for this item), find the item. Each item shows what the customer claimed for it right next to its name — for example "Le Creuset dutch oven · Claimed $139.95" — so you can decide the % before you press anything.
2. Press 25%, 50%, 75% or 100%, or type any other % in the other box. The amount box fills in from the item's value claimed.
3. Check the two lines under the buttons: - Protection — what the customer's protection pays, for example "Protection (released value): 60¢ × 30 lb = $18.00". - Your offer — for example "Your offer: 75% of $259.00 = $194.25".
4. You can still type any other amount in the amount box. Then the offer for that item is your typed amount, not a %.

MoveBoard remembers which % (or a typed amount) made each item's offer. The offer box and the item pop-up show the same choice.

Offer on the total

Sometimes one amount for the whole claim is simpler than an amount per item. At the top of Offer, switch from Offer per item (the usual way) to Offer on the total.

1. The item boxes are replaced by one row: All 4 items · Claimed $609.95 (every item's value claimed added up).
2. Press 25%, 50%, 75% or 100%, or type any other % in the other box — or type any dollar amount in the box.
3. Check the two lines under the buttons: - Protection (released value) total — what the protection pays for all the items together, for example "$15.00". It is there as a reference. - Your offer — for example "Your offer: 50% of $609.95 = $304.98".
4. Press Send offer $304.98 to the customer.

What the customer sees: one total offer — "Best Movers is offering you $304.98" — with their items listed as usual, each marked Included in our total offer. With Show the customer the % of their claimed value ticked, it reads "(50% of your claimed $609.95)". The offer email, the text and the settlement they sign say the same (each item "Included", one total).

For your records, MoveBoard splits the total across the items by what each one claimed (to the cent, so the parts always add up to the total). Per-item claim reports, the crew's claims score and paying the claim keep working as before. The claim's activity says how the offer was made, for example "Isaac Raz offered $304.98 on the total (50% of $609.95)".

Changed your mind? Switch back to Offer per item. Each item starts from its share of the total, and you can change any of them before you send.

Show the % to the customer, or not

At the top of the offer, the customer first sees what their protection entitles them to — for example "Under the protection you chose, you're entitled to $27.00" (each item's released value added up; with Full Value Protection, what those rules work out). Right under it, just as large, they see your offer:

• With the %: "Best Movers is offering you $284.25 (64.7% of the $439.00 you claimed)".
• Without it: "Best Movers is offering you $284.25".

When your offer is more than the protection, it also says by how much: "That's $257.25 more than your protection covers." Each item shows two amounts: Protection covers and Our offer (with the item's % when shown).

Your company's default is Settings › Documents & bill of lading › Claims › How the offer reads › Show the customer the % of their claimed value. It is off unless you turn it on. To change it for one offer, tick or untick Show the customer the % of their claimed value next to Send offer. The choice is kept with that offer. The claim page, the offer email and the offer text all say the same thing.

With Full Value Protection, the protection line keeps its usual words. The % works the same way.