Cardinal Claims Help Center

Choose New Record, select Claim or Internal Damage, then add the customer, driver, incident details, claim date, estimate, and supporting files. Save starter records as Under Review when the official estimate or required evidence is not available yet.

Add an estimate amount and at least one classified supporting document, such as an estimate, invoice, or BOL. Add delivery pictures when applicable. Open the audit-attention notice to see exactly what is missing and use Edit Claim to correct it.

Open the claim or driver profile and choose Begin Recovery. Select the recovery method, add an itemized amount, and confirm the collection date when payroll applies. Claim payment to the customer and driver collection are tracked as separate statuses.

Open a claim, choose Email Claim, select saved recipients or enter additional addresses, and turn on New Claim Package to include the customer, damage summary, and estimate amount. Review every attachment before Send and Log.

Go to Reports, download the Excel template, and follow the column names exactly. Upload the completed workbook and any supporting files listed in its file manifest. Imported records with missing required evidence remain visible under audit attention.

Drivers, customers, and carriers are reusable profiles. Select existing profiles while creating records, open a profile for its claims and recovery history, and mark former drivers inactive to remove them from ordinary lists without erasing history.

An administrator can select the organization workflow mode in Settings. General Transport supports claims that are not VIN-centered. Broker mode adds carrier profiles and COI storage while preserving the same claims, evidence, recovery, and audit controls.

Use the date range and filters before exporting. Excel is best for working data; branded PDF is best for sharing a readable record. Reports follow the active organization and the signed-in user’s permissions.

Under Review is a starter or disputed record that is still missing an approved estimate or required support. Open means the claim has an approved amount and remains active. Closed means the claim outcome is complete; the historical amount remains available even when current exposure becomes zero.

The record is missing an estimate amount, a correctly classified estimate or BOL, or other required evidence. Older attachments may need their type corrected in Edit Claim. An authorized audit exemption may be used only when the exception is legitimate and documented.

No. Customer claim closure and driver recovery are separate. A customer may be paid while recovery remains open, or recovery may be completed before the customer payment is finalized.

Open days begin from the claim date for an official claim. If the record is marked Not an official claim yet, it does not accumulate claim open days until it becomes official.

Search by Cardinal claim ID, external claim number, load number, customer, driver, or VIN. The final seven VIN characters are enough to locate a connected vehicle claim.

Yes. Add new attachments from Edit Claim or the relevant evidence, recovery, or profile view. Existing stored files remain attached unless an authorized user explicitly deletes them.

Use an official estimate, claim invoice, BOL, COI, or similarly structured business document. Cardinal proposes extracted fields for review; a user must verify the values before they become part of the claim record.

Only approved members of the organization, subject to their administrator, claims-manager, recovery, or viewer permissions. Other customer organizations cannot access the organization’s claims, directories, or evidence.

The driver leaves normal active lists but retains the historical profile, claims, files, and recovery history. Uncollectible balances can be moved to non-recoup tracking instead of being erased.

Open Communications for the complete ledger, or open a claim and select its email history. Logged entries show the claim, recipients, sent date and time, attachments, and delivery status when available.