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Quick Report: Claims Management

The purpose of the Claims Management Quick Report is to give you the tool needed to review loss history for a given customer. This information can be printed and submitted with applications.

For a field by field discussion of this report, please see Report - Claims Management.

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ClosedAccessing the Claims Management Quick Report

The Claims Management Quick Report is available from the Customer Center, by clicking the Quick Reports menu and selecting Claims. When selected from the customer center, the report automatically generates all claims for the open customer, for the last three years.

ClosedSuggested Uses

  1. Provides a loss history that you can include with an application.

  2. Review losses with the customer.

  3. Provides a customer-specific claims history to include with a marketing package.


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