Overview Tab

The Overview tab is the default landing page when you open a claim’s detail view. It contains the most essential information about the claim, divided into logical sections for clarity and quick access.

Quick View Header

At the top of the page, a header provides at-a-glance information:

• Claim Number & Status: The unique claim identifier and its current status (e.g., Originated - New Claim, Inspection).
• Recovery Stat: A metric showing the total amount recovered versus the deductible.
• Policyholder Name: The primary policyholder for the claim.
• Date of Loss: The date the loss occurred.
• Policy Number: The associated insurance policy number.

Loss Details

This section captures the fundamental details about the property damage incident. Key fields include:

• Loss Address: The physical address where the loss occurred.
• Date of Loss: The date of the incident.
• Loss Type & Secondary Loss Type: Categories to classify the nature of the damage.
• Estimated Claim Value: Your initial estimate of the claim’s total value.
• Prior Payments: Any payments made by the carrier before your involvement.
• Loss Description: A text field for a detailed narrative of the loss.

Policy Holder

Here you can manage the primary and any secondary policyholders associated with the claim. This section displays their contact information, which is pulled from the main Contacts database.

Company Details

This section is for internal administrative information:

• Company Fee: Set the fee structure for the claim. You can choose between:
  • Flat Fee: A fixed dollar amount.
  • Percent: A percentage of the total settlement.
  • Hourly: Based on time logged in the Activity tab.
• Contract Date: The date the service agreement was signed.
• Reason: The reason for the claim (e.g., New Claim, Re-Open/Denial).

Generate Report

At the bottom of the page, the Generate Report button opens the Report Builder. This powerful tool allows you to create a custom PDF report for the claim. You can select which sections of the claim record to include, such as:

• Loss Details
• Policyholder Information
• Insurance Policy Details
• Accounting Summary
• All Activities and Tasks
• Attached Files

This flexibility enables you to tailor reports for different audiences, like attorneys, clients, or internal reviews.