Claims

Required Software Version: September 2015

Related Pages

Client Tab Policy Express Report: Claims List Report Training 3: Entering Policy Information

Related Categories

Policy Tasks

Entering claims information within Agency Systems, allows tracking of claim activity, payments that have been made to the client, and claims reports.

Frequently Asked Questions (FAQ)

• How do I add or edit claim loss types?
• How do I list open claims by customer?

Create a New Claim

(Requires Security System: AR -> Claims Transaction -> View and Entry access)

1. Load a client on one of the client tabs.
2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
3. Left-Click the desired policy number to open Policy Express. (Optionally, Right-Click and select Add Claim to skip to step 6.)
4. Select the (+) next to Claims.
5. Select Create Claim below the Claims band header.
6. Enter the claim details and select Save.
7. To create an ACORD Loss Notice, select Forms and select the correct loss notice. Enter the details, then print or use Batch Send to email the form.
8. Select Exit.

A claim is not required to create an ACORD Loss Notice. Any ACORD form, including loss notices can be created from the main Policy Express interface.

View Open Claims

Claims in Agency Systems are listed on both the Client Dashboard, and the Policy Express Dashboard.

View Open Claims For One Client

1. Load a client on one of the client tabs.
2. Select the (+) next to Claims to view all open claims for all policies.

   

   (The claims band also contains a Closed Claims sub-band. When the band is expanded, all closed claims for the client will be listed.)

3. To view additional details for a claim, left-click the claim number to open the claims maintenance screen. (Requires Security System: AR -> Claims Transaction -> View access)
4. To edit or close a claim, see the section below.
5. To create a new claim, see the section above.

View Open Claims For One Policy

The list of open claims on a client can be limited to a specific policy through Policy Express.

1. Load a client on one of the client tabs.
2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
3. Left-Click the desired policy number to open Policy Express.
4. Select the (+) next to Claims to view all open claims for the selected policy. (In addition, closed claims assigned to the selected policy can be viewed by expanding the Closed Claims sub-band.)

   

5. To view additional details for a claim, left-click the claim number to open the claims maintenance screen. (Requires Security System: AR -> Claims Transaction -> View access)
6. To edit or close a claim, see the section below.
7. To create a new claim, select Create Claim below the Claims band header. For additional details see the section above.

Edit and Close Claims

(Requires Security System: AR -> Claims Transaction -> View, Entry, and Edit access)

1. Load a client on one of the client tabs.
2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
3. Left-Click the desired policy number to open Policy Express.
4. Select the (+) next to Claims to view all open claims for the selected policy. (To view all claims for the client, see the section above.)
5. Left-click the claim number to open the claims maintenance screen.
6. Enter additional details, including claims payments. To close the claim, set Status -> Closed.
7. Select Save, then Exit.

View Closed Claims

(Requires Security System: AR -> Claims Transaction -> View access)

View Closed Claims For One Client

1. Load a client on one of the client tabs.
2. Select the (+) next to Claims to view all open claims for the client.
3. Select the (+) next to Closed Claims to list all closed claims for the client.
4. To view additional details for a claim, left-click the claim number to open the claims maintenance screen. (Requires Security System: AR -> Claims Transaction -> View access)

View Closed Claims For One Policy

The list of closed claims on a client can be limited to a specific policy through Policy Express.

1. Load a client on one of the client tabs.
2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
3. Left-Click the desired policy number to open Policy Express.
4. Select the (+) next to Claims to view all open claims for the selected policy.
5. Select the (+) next to Closed Claims to list all closed claims for the selected policy.
6. To view additional details for a claim, left-click the claim number to open the claims maintenance screen. (Requires Security System: AR -> Claims Transaction -> View access)

Delete a Claim

(Requires Security System: AR -> Claims Transaction -> Global access.)

1. Load a client on one of the client tabs.
2. Select the (+) next to Policies. (To expand the band by default, see: Preferences)
3. Left-Click the desired policy number to open Policy Express.
4. Select the (+) next to Claims to view all open claims for the selected policy. (To view all claims for the client, see the section above.)
5. Left-click the claim number to open the claims maintenance screen.
6. Select Delete then Yes when prompted.
7. Select Exit.