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How to close a Claim
* From the Customer Screen, Go to Policy Claims and click Actions and Edit. * Inside of the Edit Claim pop up go to Claim Status and select the correct Closed status: * Enter the Closed Date * Click Save at the bottom of that screen to confirm the changes. * The activity will automatically cl…
Manual Product - Claims
The process for adding a new claim is very similar to the way that you do it when adding a claim in the platform for those with an API connection (modern policies). However, as with other Manual Product transactions there is NO API, therefore everything that you do will require you to process with the insurer …
Claims from customers via pocket
Here is the process that occurs when a claim is submitted by a customer, in pocket. * The Customer completes the claim tab in pocket and selects Submit. This process submits the claim to the broker . (This does differ with some carriers, please see My Mutual FAQS and Wawanesa FAQS for their processes) *…
