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”.