Create a Property Claim

Creating a New Property Claim

The following steps are required to create a new claim:

1. From either the Home or Claims tab select the Property option in New Claim.




2. Enter the details of the claim including the instructing office type, insurer/client and insured details.
3. If there is more than one insurer, a second insurer can be added by selecting the Add New Co-Insurer and entering the co-insurer details.




4. Click Insert to save data.




5. Click Next to save all claim information and continue to the Policy page.




6. Enter the policy details and any notes required in the Policy Notes section.
7. Add sums insured by selecting the Add new Sum Insured in the list of sums insured section.




8. Enter in the type and amounts of sums insured and select insert to save.
9. Click Next to save all policy information and continue to the Loss page.




10. On the Loss page enter all the details of the loss including the date, address and any additional notes required.
11. Click Next to continue to Third Parties to enter details about third parties (see point 12) or select Finish if there is no third party additions (see point 15).




12. If there are Third Part Additions; Click Add new Third Party.




13. Complete the relevant details.
14. Click Insert.
    
    
    
    
15. You should see the details you just entered in the third party table.
16. Click Finish.
    
    


17. You should now be on the claim overview page which displays the saved information about the new property claim.

Editing an Existing Property Claim

The following steps are required to edit an existing claim:

1. Open up a claim. You can see more information on viewing claims here.
2. On the overview page, modify the claim, policy, loss and third party information as required by selecting the respective tabs.




3. Click Update to save you changes.

 

Article ID: 3, Created On: 1/6/2011, Modified: 3/22/2011