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Claims, Create A New Claim

You cannot start a claim until both the policyholder and the policy exist on the system, so although it may seem obvious, you must first ensure these do actually exist. Then to create a new claim starting from the Main Menu…

  • Click the “Claims”
  • Click the “Starburst” button to start a new record
  • Use “Set” drop-down to select the appropriate address set (e.g. Clients, individual)
  • Use the search buttons to find the person’s record
  • Use the “Show address” button to confirm you’ve found the correct person
  • Highlight the relevant policy (i.e. the one to claim on) belonging to that person
  • Click “OK”
  • See also “Claims, Completing the First Screen” and “Claims, Completing the Additional Details Screen”.