ADD Claim

A claim can be added 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 and select Add Activity from the Secondary menu.

Add activity link on secondary menu

Add Activity Link

Select ADD Claim from the activity drop down box. The following information should be entered in the fields provided.

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.

add claim activity detail

After OK is selected, 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.