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Create Claim
Create Claim
BFS Version: 2.02
Insurance Policies are created in the Insurance Overview on the Insurances tab for a customer.
An Insurance Policy has to exist before a claim can be created.
- In the aciton menu for an Insurance Policy choose Insurance Claim.
- Select Insurance Coverage. The dropdown contains the insurance coverages that are associated to the insurance program.
The first tab shows properties that are common for all types of covers.
The properties mean as follows.Property Description Insurance Coverages Link to the associated insurance cover Case Worker The assigned administrator for the case Status Status Description New The claim was just created Assigned The claim has been assigned to an administrator Rejected The claim was rejected Closed The claim was closed Priority The priority of the claim Claim Date The date on which the claim was opened Receive Date The date on which the claim was received from the customer Benefit Grand The claims payment amount Comments Free text comment about the claim - The second tab shows properties that are specific for the selected coverage.
, multiple selections available,
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