Claims
Use this feature to create a Claim record by entering information about the loss. You can then use this information to generate an ACORD loss notice in eForms Manager or track claim status, payments, reserves, recoveries, and expenses. You can also track individuals associated with the claim such as injured parties, witnesses, or adjusters.
Claims information you enter appears on the Claims Management report.
- Open the Customer Center.
- Search for and select a customer.
- On the sidebar menu click Actions > New: Claim.
The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.
Field/Group Name | What is this? | ||||||||||||||||||||||
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Claim # |
The claim number can be up to 36 characters. |
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Kind of Loss |
Select the kind of loss from the list. For information on adding to the Kind of Loss list see List Setup.
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Policy Information |
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Date Information |
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Date Reported |
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Description of Loss |
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Location of Loss or Accident |
Use the following table to determine whether the Selected Risk or Location of Loss or Accident will appear on the integrated ACORD Loss Notice form.
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Claim Status |
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You can enter multiple insured risk information using this section.
Field/Button | What is this? | ||||||||||||
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Add Selected Risks |
Click to add the risks you have selected from the Available Risks grid to the Selected Risks grid. |
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Clear all Selected Risks |
Click to clear all of the locations, items, subjects of insurance, and/or vehicles from the Selected Risks grid.
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Available Risks |
Select the risk(s) from the grid that apply to this claim. You can use the Ctrl and Shift keys to select multiple risks. This grid fills with information based on the line of business from the policy.
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To expand these data fields, click Edit in the section header.
Field | What is this? |
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Risk Type |
View-only. Displays the Risk Type from the grid. |
Description |
View-only. Displays description of risk from the grid. |
Describe Damage |
Enter a brief description of the claim-related damage. |
Estimate Amount |
Enter estimated dollar amount of the damage. |
Where can Property be seen? |
Enter address/ location information regarding where property can be viewed. |
When can Property be seen? |
Enter time/weekday information regarding when property can be viewed. |
Other Insurance on Property |
Enter information about additional insurance coverage on property, if applicable. |
Use the following table to determine whether the Selected Risk or Location of Loss or Accident will appear on the integrated ACORD Loss Notice form.
ACORD Loss Notice | Which field appear? | ||
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Automobile Loss Notice |
The Location of Loss or Accident address, as entered in the General Information section, will print in the "Location of Accident" field on the form. |
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Property Loss Notice |
The Selected Risks location will print on the "Location of Loss" field on the form. If multiple location risks are selected, the system will produce a Loss Notice for each risk.
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General Liability Notice |
The Selected Risks will print in the "Location of Occurrence" field on the form. If multiple location risks are selected, the system will produce a Loss Notice for each
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Workers Compensation - First Report of Injury |
The Location of Loss or Accident will print in the "Department or Location where Accident or Illness Exposure Occurred" field on the form. |
Use this free-form area to add information about the risk that you want to include in the claim.
Field/Group | What is this? | |||||||||||
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Property Information |
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Other Insurance |
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Owner of Property |
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Other Driver Information |
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You can enter multiple injured parties using this section. Click New, complete the information and then select Add to save the information to the grid. Names in the grid sort in alphabetical order.
Field | What is this? | ||||||||||
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Name |
The name of the person injured. |
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Address |
The address and contact information of the person injured. |
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Personal Information |
The Age and Sex of the person injured. |
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Automobile Loss Information |
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Injury Information |
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Employment Information |
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Use this section to collect contact information for individuals involved with the claim. Click New, complete the information and then select Add to save the information to the grid. Names in the grid sort in alphabetical order by type.
Field | What is this? | ||||||||||||
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Contact Type |
Select the Contact Type from the list. For more information on adding claims contact types, see List Setup. If you select Driver, an additional field, Vehicle Driven, appears in this section. This is a hidden field for all other selections. |
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Name |
Enter the contact name as you want it to appear on forms, correspondence, and reports, including capitalization and punctuation. |
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Address |
Enter the contact's address and contact information as you want it to appear on forms, correspondence, and reports, including capitalization and punctuation. |
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Where to Contact |
Enter where to contact this person, if known. |
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When to Contact |
Enter when to contact this person, if known. |
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Vehicle Driven |
This field is hidden for all Contact Type selections except Driver. From the list, select the vehicle that the driver was driving at the time of the accident. |
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Witness Information |
Indicate where the witness was located at the time of the incident. The options are:
Specify Any Other Location - Write in the location. |
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Employment Information |
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Personal Information |
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This section gathers and tracks claim payment and reserve information. The first section is Summary information and is display only. The following defines the amounts displayed in these fields.
Field | What is this? |
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Total Claim |
The total of all Claim payments, Final payment, and Supplemental payments, minus Salvage amount, Subrogation amount, and Stop payment amounts entered. |
Expenses |
The total of all adjustment expenses entered. |
Recoveries |
The total of Salvage and Subrogation amounts entered. |
Paid To Date |
The total of all Claim payments, Supplemental payments, and the Final payment, minus all Stop payments entered. |
Total Reserves |
The total of all Loss reserve amounts entered. |
Current Reserves |
The Loss reserve amount minus the Total Claim amount. |
You can add multiple payments or reserve amounts.
Field | What is this? | ||||||||||||||
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Name |
The Contacts entered for the claim appear in the list. Select the name to whom payment was made. |
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Phone # |
This number fills if entered in the Contacts area of the claim. |
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Coverage |
Select the coverage to which this payment applies. |
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Payments |
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Miscellaneous Information |
Free form area to type any additional information that is pertinent to the claim payment. |
Use this area for general claim remarks. This information prints on overflow pages with the loss notice.
Field | What is this? |
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Remark |
Text of the remark. |
What's Next?
Do you need to create and print a loss notice? See Loss Notice and eForms Manager Print Options for more information.