ADD Claim

You can add a claim to a policy using the ADD Claim activity.  The policy must be in active status and must have been in effect for at least one year before claims can be added.

To add this activity, open the term policy you are working with and select Add Activity from the secondary menu.  

Select ADD Claim from the activity drop down box.  You need to enter information in the following fields.

• Effective date:  enter the effective date.

• Date of accident:  enter the date the accident occurred.

• Name of victim:  enter the name of the victim.

• Level of injuries:  select the type of injuries sustained in the accident.

• Date of claim:  enter the date the claim was submitted.

• Relationship to insured:  select the relationship between the injured party and the insured.

• Accepted for payment:  select whether the claim will be accepted.

• Reason for rejection:  state why the claim was rejected.

• Double Benefit eligible:  check whether the insured is eligible for double benefits.

After you select OK, the activity will display on the activity screen.  Click the lightning bolt next to the activity to process the activity.  A disbursement activity will be automatically generated.