Enable Instant Claim for a DSA

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Steps to Enable Instant Claim for a DSA

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Step 1: Access the Channel Partner Section

• Log in to the CRM Dashboard.
• Click on the hamburger menu (☰) and go to DSA > Channel Partner.

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Step 2: Search for the Preferred DSA

• Use the search bar to enter the DSA’s name.
• Click on the Eye Icon (👁️) next to the DSA’s details to open their profile.

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Step 3: Set Up Payout for the DSA

• In the DSA Profile Page, click on the “Finance” column.
• check if a Payout is already configured.
• If not, click on the Pencil Icon and enter the necessary details.
• Submit the payout setup to proceed.

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Step 4: Enable Direct Claim Access

• Locate the Direct Claim Access checkbox.
• Check (✔️) the box to grant Instant Claim access to the DSA.
• A Digital Payout Configuration Popup will appear.

• Configure the Digital Payout Details of the product and click Submit.

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Step 5: Confirmation

• The DSA now has access to process Instant Claims on eligible products.