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.