This work instruction is part of the guide Setting up your insurance solution.
Intro
In the Novulo environment, a claim can be manually reported.
In your application, navigate to the insurance where you want to add your claim.
In the main menu, go to “Customers” and select the customers.
When you’ve found your relation go to the tile “Insurances” or click on “More” in the right upper corner to go to the customer insurances.
Select the insurance to which the claim pertains, a new tab will open.
Report a claim
Via the button “More” select “Report Claim”. This can also be done using the tile.
This could be done in the customers page as well, in that case you select the insurance secondly.
We are now in the claim report tab.
Here we can fill in all available and requested information.
• Number: The claim number will be automatically filled in after you click “Save”.
• Template: This is a default claim. With this functionality you can create custom claim templates, for example one for motor vehicles and one for buildings since different information is required depending on the type of insurance.
• Type: Standard claim
• Subject: Free to enter
• Reported by: Who reported the claim? The policy owner is entered by default.
• Contact person: Selectable based on the client’s contacts.
• Priority: Dropdown, “Middel” by default. With a task oriented or a SLA way of working you can control where to sent the file.
• Date of claim: when did the claim occur? After entering a date, Novulo automatically determines to which version of the insurance policy the claim pertains.
• Insurance: Default
• Insurance version: automatically filled in based on the date of claim
• Insurer: automatically filled in based on the policy.
• Policy schedule: corresponding to the insurance policy.
• Category of cause: dropdown, based on SIVI.
• Cause: dropdown, linked to “Category of cause”.
After entering all required information select “Save” in the upper right corner. The report will now be created.
Good job! The claim has now been reported.