All relevant claims information needs to be put in including value, amount paid, status

Internal Reference - given by claim handler in the office.

Insurer Reference - claim reference given by insurer.

Related Policy - this relates to the overall policy the claim falls under.

Related Coverages - this is the section of cover that the claim is actually under.

Related Assets (if applicable) would be the address of the risk if a building

Reported Date - this is the date YOU are notified of the claim - make sure this is noted correctly

Date of Incident - this is the date the accident/incident happened - very important to get this date correct as it can be a key fraud indicator.

Claim Amount - an estimate of the value of the claim

Excess Paid - the excess on the section of the policy that the client needs to pay

Amount Paid/Outstanding will need to be updated by the insurer.

Claim Handler will be who has put the claim on the system

Description of Incident - important to get as much information here as possible including what happened, incidental details and who/what was involved. It is important to get as many facts here as possible in the event of the claim being repudiated.

Status - this will be open until the client/third party is paid out at which point it will close; it may be withdrawn if the client feels that they would rather sort it out themselves or repudiated - the cover is not in place or the claims investigator (loss adjustor) feels that there is not a valid claim.