1. Adding a New Claim Step by Step
Adding a claim is simple and fast. You can easily get the insured to send images directly to your claim file and sign documents remotely.
From the Property Claims selection, click the Add Claim button.
The first page will appear for entering basic details about the policyholder and the loss.
Enter the information as available. At a minimum, you will need to fill in one of the Claim Identifier fields. If you're not sure, enter a Name/TBA and update it later.
The Points below provide a brief explanation of the fields. You can click on them for detailed explanations.
- Claim Identifier: one of these three fields needs to have an entry. You could use a carrier reference number, a job reference number, or any meaning record ID or all three. You can use a temporary string like "TBA" if your not sure and then update later.
- Policyholder Details: it's a good idea to get the policyholder cell number in order to share a Link for remote photos and signature capture.
- Address: will auto-complete based on Google search. Ensure it is correct.
- Claim Details: Be as detailed as possible
- Type of Loss is a dropdown list to help categorize the claim for reporting.
- Language is an optional different language that you may require in specific cases when sending Link to the policyholder.
- Claim Summary: usually a summary of the loss information collected at call intake.
- Structures: If there are additional buildings on the same claim you can add here.
- Main Building: This is where you enter all of the affected rooms. You can also make use of the templates to auto-fill common rooms.
- Claim Totals: This is a place holder to keep information handy.
- Claim Estimates: You can set the currency and keep information handy.
- Create Claim: Click this button the create the claim. The overview page will open where you continue working on the claim.
