Navigation:  Claims > Claims Functions > Create New Claim

Click to create a new Claim.  A new blank Claim Detail area will open in the Main Window.  Complete all the fields (remembering that you cannot type in the greyed out areas) that are applicable and click .

 

This is the first screen the user will need to enter details into at the time of creating a new Claim.  This screen contains the Claim information for the Client as well as the Insurer.

 

 

•Claim ID: Every claim is Automatically allocated a Claim ID by UnderwriterCENTRAL™

•Claim No: This is automatically generated for each new Claim

•Claimant Name: This is a free text field where the user can type in the claimant name if it differs from the name of the Client that is defaulted.  If you have searched for a client record and it does not exist, you can then use the Quick Add function (QUICK ADD button) to add a new client record with limited details.

•Claim Type: Click to select the appropriate Claim Type. Making the correct Claim Type selection will assist in running correct and up to date UnderwriterCENTRAL™ claim reports.

•Date Notified: Click on to choose the date the insurers were notified.

•Limit: This is the limit value under the policy.

•Excess: This is the excess under the policy.

•Client: Select the client by clicking and searching for the client the claim is for.  If you have searched for a client record and it does not exist, you can then use the Quick Add function to add a new client record with minimal required details.

 

 

•Status: Click to denote the Status of the claim and if it is under assessment or been finalised.

•Status Note: This is a free text field where the user can type in additional information.

•Stage: Click to highlight the stage of the claim if it is in Review or Processing.

•Stage Note: This is a free text field where the user can type in additional information relating to the stage of the claim.

•Indemnity: Click to highlight whether the indemnity is Pending, Accepted or Declined.

•Indemnity Note: This is a free text field where the user can type in additional information relating to Indemnity.

•Authorised: Click to allocate the name that authorised the Claim.

•Claims Officer: This is the officer looking after this claim.

•Authorised Rep: The user may choose from the drop down list a managing entity (company) that is authorised to be a representative for this claim.

•Authorised Rep Contact: The user may choose from the drop down list the contact details applicable to the Authorised Representative.

•Default Ledger: Is automatically updated from the policy selected.

 

Click to save the data.