Claims Management

The Claims tab is at the far right and lists basic information about the claim including Date Reported, Policy Number, Claim Number and Claim Status. This is a summary of all the claims for that customer, including all their policies, past and present.


  • To enter a claim
    • Click on the Add button from the Claims tab in the Customer Folder screen 
    • Enter the desired information, then choose print, or exit to save the information

  • You can run a report, Claims by Date.
    • Reports
    • Claims

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