Servicing > Claim

The Claim option is used to generate a claim form.

To Initiate a Claim

1. On the Primary menu, click SEARCH.
2. Click the Details icon for the appropriate client.
3. On the Client menu, click SERVICING.

4. Select the Claim option.

5. Select an effective date for the claim by clicking the Calendar icon and selecting a date. The date can also be typed into the date box using the format: mm/dd/yyyy.
6. Enter a description for the claim that will be displayed in the action Description area.
7. Enter any notes to be included in the action Memo area.

4. Select the Line of Business that the claim is being reported against.
5. Click [Next].  Policies, including copies sent to history that fall within the date of loss, are displayed.
6. Select the appropriate copy of the policy and click [Next].
7. The policy header will be displayed with a red border around it.  

Note: The pending claim will be displayed on the HOME > CLAIMS screen and the Client menu > CLAIMS screen.  It will also display on the Client menu > POLICIES link with a red border around the policy until it is either posted or aborted.

4. The appropriate claim form for the line of business selected will be available for completion on the navigation tab under Pending Claims.

Important: When a claim is accessed through an iteration of the policy under which the claim was not made, the loss notice boxes will not accept entries. The loss notice entries must be made in the policy iteration where the claim was established and the claim must be unposted.

Tip: If a change is made to a loss notice, Nexsure will update the pending claim form in all iterations of the policy that follow the claim, once Save Changes is clicked on the original loss notice.

9. Once the claim form is completed click Save Changes on the Navigation Toolbar.

Note: Steps 10 through 17, below, describe using the populate button to populate an auto claim form. The populate workflow is similar on all claim forms.

10. Click Populate .
11. Select the Agree option.
12. Click Accept.
13. Select both Vehicles and Drivers check boxes (if loss pertains to both).

13. Click Next.
14. Select vehicle involved in loss.

15. Select Drivers from the list.

16. Select the driver involved in the loss.

17. Click Finish.

Note: This pulls the vehicle and driver information from the application over to the claim form.

18. Click " + " next to Pending Claims in the navigation tab. The DOL (Date of Loss) is displayed next to the form name on the navigation tab.
19. Review the claim form for accuracy and populate the incomplete sections of the form as described in the Working with Forms topic.

20. Click the claims tab.  All claims for this policy will be displayed in the summary view.
21. Click the Details icon of the claim.  This is where claims information can be stored on an ongoing basis.

Note: If making changes to the claims screen always remember to click the Save Changes link in the Navigation Toolbar under the claim header.

23. Clicking the Details icon of the claim form will open the claim form to the underwriting tab for review and/or edits to the information.
24. The claim action created will default to Closed.  The action status can be changed to Open and the Memo box can be used to track monies paid out.  Complete the action as described in the Actions topic.
25. See the Claims Details topic for information about completing the claim and adding claimants.
26. Click the Save Changes link in the Navigation Toolbar under the claim header.

Delivering a Claim

Once a claim has been created, it can be delivered via fax or email.

To Deliver a Claim

1. Click the Delivery link on the Client menu.
2. Click [Add New]. The email tab is displayed.
3. Select the method of the delivery, the email or fax tab.
4. Enter the email or fax information on the left.
5. On the right, in the Claims section, click Add.
6. Select the claim to deliver and click Attach.

6. The claim will be attached, click Send.

Aborting a Claim

A claim cannot be aborted once a claimant is attached. The claimant must first be removed.

1. On the Primary menu, click SEARCH.
2. Click the Details icon of the appropriate client.
3. On the Client menu, click CLAIMS.
4. Click the Details icon of the appropriate claim.
5. Click the Abort Claim link in Navigation Toolbar under the claim header.

Posting a Claim

1. On the Primary menu, click SEARCH.
2. Click the Details icon of the appropriate client.
3. On the Client menu, click CLAIMS.
4. Click the Details icon of the appropriate claim.
5. Click the Post Claim link in Navigation Toolbar under the claim header.

Note: Once the claim is posted a Reopen Claim link is available on the Navigation Toolbar under the claim header.

Related Topics

Multiple Claim Payments

Claims Details