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