On the menu on the left hand side of the screen, this button will take you to the overall view of all the claims that are on the system.

The claims can be filtered by the following:

The claims can then be filtered by who they were assigned to:

There are a couple of ways to put a claim onto the system.

One way is to do it from the Client Overview - either search from the Search Bar or go the the Client Page on the menu

Select the Client that you want from the page and then under "Policy Management" you will find Claims

Under Claims you will find any existing claims (if any), no claims found and also the "+ Add button" on the right handside of the screen

Click the "+ Add" button and another screen will pop up for you to add the claims details to -

This will give the page shown below where all the relevant information can be filled in.

"Internal Reference" - applies to how you will refer to the claim within house.

"Insurer Reference" will usually be a claims number or reference that the actual insurer will give to the incident.

"Related Policy" will drop down all the active policies and allow you to chose which one the claim is related to.

"Related Coverages" will also give you a drop down menu to chose the cover the claim will fall under (buildings, contents, etc).

"Claim Type" will give you the option of various types of claims (such as accidental damage, breakdown, etc).

"Related Assets (if applicable)" are the risks that are on cover that the claim will refer too.

Date of Incident is the day the claim actually happened, not the day it was reported to us.

If the customer has an idea of what the costs are going to be then they can be added in or best guess. Add the excess that the client will need to pay as well.

Making sure that the date reported and date of incident are correct (Key Fraud Indicators) and put as much detail into the Description of Incident as possible from the initial call as this could be important later on in the claim stage. This would include any police reference numbers.

Then press "+ Add Claim" and it will appear on the list.

Once it is on the system it will show up on the main claims page as well.

In order to update the claim - under "Actions" are the options to chose from:

When viewing the claim, you will go to the page that has all of the information about the claim in one place along with any tasks or actions

This page will also give you the Related Assets; Excesses; Limits/Sums Insured and Endorsements/Exclusions.

The top of the page has got the Overview, Contacts, Files, Emails and Activity. The Activity page shows all changes that have been made to the page.