> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Enable Instant Claim on Product

> To enable the Instant Claim feature for a product in the CRM, allowing DSAs to process direct claims efficiently.

## **Steps to Enable Instant Claim for a Product**

### **Step 1: Access the CRM Dashboard**

* Log in to the **CRM Dashboard**.
* Click on the **hamburger menu** (☰) to expand the navigation panel.
* Navigate to **Products** and click to open the **Products Page**.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/instant-claim/image1.png)

### **Step 2: Locate or Add the Product**

* If adding a **new product**, click on **Add** and fill in the necessary details.
* If modifying an **existing product**, use the **search bar**, enter the **Product Name**, and click the **search button**.
* Locate the product and click the **Pencil Icon (✏️)** to edit.

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/instant-claim/image2.png)

### **Step 3: Enable Instant Claim**

* In the **Edit Product** page, ensure the following key fields are filled:
  * **Product Name**
  * **Product Vendor**
  * **Loan Type**
  * **Product Vendor Alias**
  * **Status (Active)**
  * **B2C & B2B Status**
  * **Journey Type**
  * **Sort Order**
  * **Netsuite Product**
  * **Pincode Product Alias**
  * **Product ID**
  * **Promo Code (if applicable)**
  * **Product Description**

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/instant-claim/image3.png)

* Locate the **Enable Instant Claim** toggle button (new feature).

![](https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/products/instant-claim/image4.png)

* Turn the toggle **ON** to enable **Instant Claim** for this product.

### **Step 4: Save Changes**

* Click on **Submit** to save the updated product details.
* The product is now eligible for **Instant Claim** processing by DSAs.

***

**Prepared By:** Aparmita Srivastav