In the Customer Center, search for and select the customer. With a customer record open, from the sidebar menu select Views > Claims.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Claimant Name

Filters the claims view based on a Claimant Name. You can use wild cards such as (*) in this search. You cannot save a claimant name as an Agency or User default view.

To see the data that meets your selection criteria, click Apply View.

Claims

Applies to:  Customer Center

Claims view provides a summary of customer claims with links to additional claim information. You can filter the list to a specific date range, claim status, or claimant name using View Options.

Key Fields

Loss Date

The date the loss occurred. More...ClosedThe loss date can be different than the date reported. Select the Loss Date link to open the Basic Claim Information form.

Reported

The date the customer reported to the claim to the agency or insurance company.

Type

The line of business associated with the claim.

Cause of Loss

The Cause of Loss descriptions are set up in Administration Center > List Setup > Kind of Loss. See List Setup for additional information.

Status

The current status of the claim.

Form

Click the form number/name to open the ACORD form created for the claim in eForms Manager.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

Select New Claim in the toolbar and complete the fields on the Basic Claim Information  data entry form. More...

Click the Loss Date link to open the Basic Claim Information form. Select a status of claim from the drop-down list in the Claim Status section. More...

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.