Claim Detail

The Claim Detail View provides a comprehensive, in-depth look at a single claim record. You can access this view by clicking on any claim from the main Claims List.

This view is organized into a series of tabs, each dedicated to a specific aspect of the claim’s lifecycle. This tabbed structure allows you to easily navigate and manage all related information in one place.

The available tabs are:

• Overview: Core details about the loss, policyholder, and company fees.
• Insurance: All policy-related information and coverages.
• Contacts: Management of all associated contacts.
• Accounting: Financial tracking, including settlements, payments, and expenses.
• Activity: A complete log of all notes, emails, and phone calls.
• Tasks: A list of all tasks associated with the claim.
• Files: A repository for all claim-related documents.

This section will guide you through each tab, explaining the features and functionalities available to help you manage your claims effectively.