Recording Claims

From SchemeServe Wiki

The unfortunate side to life is that bad things happen from time to time and Claims have to be made on insurance policies as a result.

SchemeServe takes the administration pain away from the process by simplifying it as much as possible.

Select the Case for the Claim, click on the Claims tab and press New Claim.

Then choose the Claim Type and fill in the details as required.

Insurer's Reference Reserve (£) - This automatically sets the Outstanding amount. Description - The detail for the Claim, as much detail as possible.

If the Claim has not yet been settled, there is no need to enter the settled amount or the settled date.

Once entered, the Claim is visible in the main Claims report.

If a Claim has been rejected, check the Repudiated flag and Save Changes.

If the Claim has a Loss Adjuster assigned to it, check the Loss Adjuster flag.

If the Claim detail is not required for any purpose other than as a reference, perhaps a historic claim recorded and dealt with elsewhere, check the Information Only flag.

To edit a saved Claim, find the Case for the Claim, select the Claims tab and click on the name of the Claim. This will open the Claim in the edit window. Any details can be edited.