This work instruction is part of the guide Setting up your insurance solution.
Claim entry
When a claim is reported you can create the claim in Novulo manually.
A claim is always created on a policy, navigate to the policy you want to add the claim into. You can do this via the panel ‘Insurances’ and via de Relation Card → Insurances.
Open the insurance and go to ‘Report claim’ via the button ‘More’. This can also be done by the tile on the left side or top of the screen.
A new claim report will open in a new tab.
Enter the requested information:
- Number: the claim number will be filled in automatically after you select ‘Save’.
- Template: Select you type of claim. Default will be based on the insurance. Different templates can be created for different kind of insurances. For example one for vehicles and one for buildings since different information is required. In this example we use the Type ‘Motorrijtuigen’.
- Type: dropdown list
- Subject: Free to enter – describe the claim shortly and recognisable
- Reported by: Who reported the claim? The policy owner is entered by default
- Contact person: Selectable based on the client’s contacts. A new contact cannot be created in this menu (you can open a new tab and add a contact in the relation card).
- Priority: dropdown, ‘Normal’ by default.
- Date of claim: When did the claim occur? After entering a date, Novulo automatically determines to which version of the policy the claim pertains.
- Insurance: Automatically filled in based by ‘Date of claim’
- Insurance version: Automatically filled in based by ‘Date of claim’
- Insurer: Automatically filled in based by ‘Insurance version’
- Category of cause: Dropdown, based on SIVI codes
- Cause: dropdown, linked to ‘Category of cause’
After entering all the information select ‘Save’. The report will now be created.
Claim amount
Now the claim is created we can add the claim amount. Via the button ‘More’ select ‘Service Lines’. Here a line should be displayed where we can fill in the Claim amount which we can ‘save’ by clicking the finch at the beginning (shown in the red circle).
Workflow
Depending on your company’s configuration or policy, there could (/should) be a workflow available that allows you to verify the essential information for the claim. This can include checking the data you entered as well as performing a FISH check for all involved individuals.
The workflow should already be on the page or otherwise can be found via the button ‘More’ - ‘Progress.
Well done! The claim has now been reported and filled!
The following actions are explained in their own topic: