Create a Motor Vehicle Claim

Creating a New Motor Vehicle Claim

The following steps are required to create a new claim:

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




2. Enter the details of the claim including the instructing office type, insurer/client and insured details.
3. Click Next to save all claim information and continue to the Vehicle Details page.




4. Enter the vehicle details as required.
5. Click Next to continue to Policy Page.




6. Enter the Policy details as required.
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. You should then see a summary of the information entered. Click Next to 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 17).




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




13. Enter the relevant details.
14. Click Insert to save data.




15. You should then see a summary of the information entered.
16. Click Finish.




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

Editing an Existing Motor Vehicle 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, vehicle, policy, loss and third party information as required by selecting the respective tabs.
3. Click Update to save you changes.

 

Article ID: 4, Created On: 1/6/2011, Modified: 3/22/2011