Difference between revisions of "Claims"

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==CLAIMS ENQUIRY==
 
==CLAIMS ENQUIRY==
 +
 
* a) To view and search for Raised claims
 
* a) To view and search for Raised claims
 
* b) On the General Business menu click on the claims enquiry menu where you can search for the claim using the claim number.
 
* b) On the General Business menu click on the claims enquiry menu where you can search for the claim using the claim number.
Line 38: Line 39:
  
 
===Send Acknowledgement letter through Email===
 
===Send Acknowledgement letter through Email===
 +
  
 
[[File:Picture24.png|600px|thumb|center|Claim Links]]
 
[[File:Picture24.png|600px|thumb|center|Claim Links]]
Line 49: Line 51:
 
==CLAIMS PROCESSING==
 
==CLAIMS PROCESSING==
 
* Claim Processing includes:
 
* Claim Processing includes:
−
=== Reserve allocation per peril per item===
+
=== Reserve Allocation per peril per item ===
 
   
 
   
−
[[File:Picture3.png|600px|thumb|center|Claim Reserve]]
+
* Click on Reserve Allocation
 +
 
 +
 
 +
[[File:claim1.png|600px|thumb|center|Claim Reserve]]
  
−
* Click on reserve allocation
 
  
 
[[File:Picture28.png|600px|thumb|center|Claim Reserve]]
 
[[File:Picture28.png|600px|thumb|center|Claim Reserve]]
 +
  
 
* Choose the correspondent type
 
* Choose the correspondent type
Line 61: Line 66:
 
* Enter the estimate amount
 
* Enter the estimate amount
  
−
[[File:Picture29.png|600px|thumb|center|Claim Reserve]]
+
[[File:claim2.png|600px|thumb|center|Claim Reserve]]
  
−
* Save
+
* click Save
  
−
=== Estimate Revision===
+
=== Revise estimate===
  
−
[[File:Picture8.png|600px|thumb|center|Claim Estimate Revision]]
+
[[File:claim3.png|600px|thumb|center|Claim Estimate Revision]]
  
 
* Change the amount you wish to revise either downwards or upwards
 
* Change the amount you wish to revise either downwards or upwards
  
−
[[File:Picture30.png|600px|thumb|center|Claim Estimate Revision]]
+
[[File:claim4.png|600px|thumb|center|Claim Estimate Revision]]
  
−
=== Upload claim Documents===
+
===Documents required for claim processing===
 +
 
 +
 
 +
====Upload claim Documents====
 
   
 
   
−
[[File:Picture4.png|600px|thumb|center|Claim Documents Upload]]
+
[[File:claim5.png|600px|thumb|center|Claim Documents Upload]]
  
−
* Click on the add button to add the suporting documents
+
* Click on the add button to add the supporting documents
  
−
[[File:Picture31.png|600px|thumb|center|Claim Documents Upload]]
+
[[File:claim6.png|600px|thumb|center|Claim Documents Upload]]
  
 
* Upload the claim supporting documents and save the form
 
* Upload the claim supporting documents and save the form
 
* After successful upload it should appear like the image below
 
* After successful upload it should appear like the image below
  
−
[[File:Picture32.png|600px|thumb|center|Claim Documents Upload]]
+
[[File:claim7.png|600px|thumb|center|Claim Documents Upload]]
  
 
=== Upload Inspection photos ===
 
=== Upload Inspection photos ===
Line 112: Line 120:
 
* From the dropdown select cash in lieu and fill in the details highlighted
 
* From the dropdown select cash in lieu and fill in the details highlighted
  
−
[[File:Picture37.png|600px|thumb|center|Claim Documents Upload]]
+
[[File:claim8.png|600px|thumb|center|Claim Documents Upload]]
  
 
=== Decline letter ===
 
=== Decline letter ===
  
−
* Select decline letter in the dropdown and fill the details highlighted  
+
* Select decline letter in the dropdown and fill in the details highlighted  
  
 
[[File:Picture38.png|600px|thumb|center|Claim Documents Upload]]
 
[[File:Picture38.png|600px|thumb|center|Claim Documents Upload]]
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* Select total loss acceptance from the dropdown and fill in the details highlighted  
 
* Select total loss acceptance from the dropdown and fill in the details highlighted  
  
−
[[File:Picture55.png|600px|thumb|center|Claim Documents Upload]]
+
[[File:claim9.png|600px|thumb|center|Claim Documents Upload]]
  
 
=== Repair Authority ===
 
=== Repair Authority ===
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* Select repair authority from the dropdown
 
* Select repair authority from the dropdown
  
−
[[File:Picture56.png|600px|thumb|center|Claim Documents Upload]]
+
[[File:claim10.png|600px|thumb|center|Claim Documents Upload]]
  
  
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:::*Choose bank details if they are not automatically updated
 
:::*Choose bank details if they are not automatically updated
  
−
[[File:Picture10.png|600px|thumb|center|Claimant Bank Details]]
+
[[File:claim11.png|600px|thumb|center|Claimant Bank Details]]
  
 
:::*Upon saving the claimant the appointed claimant should appear in the tab for claimant as per the screenshot below
 
:::*Upon saving the claimant the appointed claimant should appear in the tab for claimant as per the screenshot below
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===Raise Claim Requisition===
 
===Raise Claim Requisition===
−
*Click on the button as per the screenshot below
+
*Click on the raise requisition button
  
−
[[File:requisitionbutton.png|600px|thumb|center|Claim Requisition Button]]
+
[[File:claim12.png|600px|thumb|center|Claim Requisition Button]]
  
−
*Fill in the details detailed in the form
+
*Fill in the details of the form
  
−
[[File:requisitionform.png|600px|thumb|center|Claim Requisition Form]]
+
[[File:claim13.png|600px|thumb|center|Claim Requisition Form]]
−
 
+
*Upon successful save the doocument details should appear here:
−
*After submitting the form a requisition number will be generated.
 
−
*Navigate to the tab claim req as per the below screenshot then click on the doc button to fill the requisition document details:
 
  
 
[[File:Picture12.png|600px|thumb|center|Claim Requisition Tab]]
 
[[File:Picture12.png|600px|thumb|center|Claim Requisition Tab]]
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*Select taxable as Yes
 
*Select taxable as Yes
  
−
[[File:Picture41.png|600px|thumb|center|Authorize and Approve Requisition]]
+
[[File:claim14.png|600px|thumb|center|Authorize and Approve Requisition]]
  
 
* Navigate to the claim requisition tab and click on docs
 
* Navigate to the claim requisition tab and click on docs
Line 228: Line 234:
  
 
[[File:Picture46.png|600px|thumb|center|Authorize and Approve Requisition]]
 
[[File:Picture46.png|600px|thumb|center|Authorize and Approve Requisition]]
−
 
  
 
===view raised requisition===
 
===view raised requisition===
  
−
[[File:Picture47.png|600px|thumb|center|Authorize and Approve Requisition]]
+
[[File:claim15.png|600px|thumb|center|Authorize and Approve Requisition]]
−
 
 
−
[[File:Picture48.png|600px|thumb|center|Authorize and Approve Requisition]]
 
  
 
===Checking of Requisition===
 
===Checking of Requisition===
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* Click on the check requisition button to check the requisition
 
* Click on the check requisition button to check the requisition
  
−
[[File:Picture51.png|600px|thumb|center|Authorize and Approve Requisition]]
+
[[File:claim16.png|600px|thumb|center|Authorize and Approve Requisition]]
  
 
* Enter the expected payment date and save the form
 
* Enter the expected payment date and save the form
  
−
===Authorize a requisition===
+
===Authorize A requisition===
  
−
[[File:Picture13.png|600px|thumb|center|Authorize and Approve Requisition]]
+
[[File:claim53.png|600px|thumb|center|Authorize and Approve Requisition]]
  
 
* Click on the authorize requisition tab
 
* Click on the authorize requisition tab
 
* Click on the requisition you wish to authorize
 
* Click on the requisition you wish to authorize
  
−
[[File:Picture53.png|600px|thumb|center|Authorize and Approve Requisition]]
+
[[File:claim54.png|600px|thumb|center|Authorize and Approve Requisition]]
  
 
* Click on authorize requisition and save the details of the form
 
* Click on authorize requisition and save the details of the form
  
−
[[File:Picture54.png|600px|thumb|center|Authorize and Approve Requisition]]
+
[[File:claim55.png|600px|thumb|center|Authorize and Approve Requisition]]
  
 
===Close Claim File===
 
===Close Claim File===
  
−
*Revise first the estimates to zero for the remaining reserves
+
*First you need to revise any estimates to zero if any then click on the highlighted button
 
*Click on the close claim file button as shown below
 
*Click on the close claim file button as shown below
  
−
[[File:Picture14.png|600px|thumb|center|Close Claim Button]]
+
[[File:claim41.png|600px|thumb|center|Close Claim Button]]
  
−
*Fill in the detail for the form and hit save
+
*Fill in the detail for the form and save it
−
 
 
−
[[File:Picture15.jpg|600px|thumb|center|Close Claim Reason]]
 
  
 +
[[File:claim42.png|600px|thumb|center|Close Claim Reason]]
  
 
===Re-open claim file===
 
===Re-open claim file===
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*Click on the highlighted button below
 
*Click on the highlighted button below
  
−
[[File:Picture71.png|600px|thumb|center|Close Claim Reason]]
+
[[File:claim45.png|600px|thumb|center|Close Claim Reason]]
 +
* upon Button click, below modal screen display
 +
* Fill in the details
 +
[[File:claim46.png|600px|thumb|center|Close Claim Reason]]
  
−
*Escalate the request for approval
+
*Upon approval the claim file will be automatically re-opened
−
 
+
===Register Service Provider invoices===
−
[[File:Picture72.png|600px|thumb|center|Close Claim Reason]]
+
*Navigate the highlighted menu below
−
 
+
[[File:claim47.png|600px|thumb|center|Close Claim Reason]]
−
*User who has been escalated to will receive a notification in mail and in turn will view the request in the application inbox
+
*Click on the add button to book a new invoice and fill the details
−
 
+
[[File:claim48.png|600px|thumb|center|Close Claim Reason]]
−
*Click on take action then click on the re-open claim file to approve the request
+
[[File:claim49.png|600px|thumb|center|Close Claim Reason]]
 +
*Upon successful registration you will be redirected to another page where you will proceed to upload the invoice documents
 +
[[File:claim50.png|600px|thumb|center|Close Claim Reason]]
  
−
[[File:Picture73.png|600px|thumb|center|Close Claim Reason]]
+
===Addition of Third_Party Claimants Enquiry===
 +
*Select the highlighted menu
 +
*Click on the add button to register a claimant/third party claimant details
 +
[[File:claim51.png|600px|thumb|center|Close Claim Reason]]
  
−
*Approve the request
+
===Claim Reports===
−
 
+
*Click on the Reports->claim reports menu
−
[[File:Picture74.png|600px|thumb|center|Close Claim Reason]]
+
[[File:claim52.png|600px|thumb|center|Close Claim Reason]]
−
 
 
−
*Upon approval the claim file will be automatically re-opened
 
  
 
===Updating Claims Diary===
 
===Updating Claims Diary===
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:::*Select legal summon in the dropdown
 
:::*Select legal summon in the dropdown
  
−
[[File:summonbutton.png|600px|thumb|center|Legal Summon Button]]
+
[[File:claim19.png|600px|thumb|center|Legal Summon Button]]
  
−
:::*Fill in the summon details provided
+
:::*Fill in the details on the for below
  
−
[[File:Picture16.png|600px|thumb|center|Summon Details]]
+
[[File:claim20.png|600px|thumb|center|Summon Details]]
  
−
:::*Upon saving the details navigate to the legal summon tab to view the summoning details
+
:::*Navigate to the legal tab to view the form details
−
 
+
[[File:claim21.png|600px|thumb|center|Summon Tab]]
−
[[File:summontab.png|600px|thumb|center|Summon Tab]]
 
  
 
:::*View summon details
 
:::*View summon details
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:::*Update judgement details
 
:::*Update judgement details
  
−
*Legal recoveries
+
=== Legal recoveries ===
−
:::*Navigate to the legal button and select recoveries
+
:::*Fill the datails on the form and save it
  
−
[[File:recoveriesbutton.png|600px|thumb|center|Recoveries Button]]
+
[[File:claim22.png|600px|thumb|center|Recoveries Button]]
  
−
:::*Fill in the details for the recovery in the form and save
+
:::*View thedatails on the Recovery Tab where a user can generate a debit note for recovery
  
−
[[File:recoveryform.png|600px|thumb|center|Recoveries Form]]
+
[[File:claim23.png|600px|thumb|center|Recoveries Form]]
  
 
*Debiting Claim recovery
 
*Debiting Claim recovery
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*Navigate to salvage enquiry menu
 
*Navigate to salvage enquiry menu
  
−
[[File:Picture61.png|600px|thumb|center|Claim Excess Processing Button]]
+
[[File:claim34.png|600px|thumb|center|Claim Excess Processing Button]]
  
 
*Click on the add salvage button  
 
*Click on the add salvage button  
  
−
[[File:Picture63.png|600px|thumb|center|Claim Excess Processing Button]]
+
[[File:claim35.png|600px|thumb|center|Claim Excess Processing Button]]
  
 
*Select a non-motor item
 
*Select a non-motor item
  
−
[[File:Picture64.png|600px|thumb|center|Claim Excess Processing Button]]
+
[[File:claim36.png|600px|thumb|center|Claim Excess Processing Button]]
  
 
*Select the claim number  
 
*Select the claim number  
Line 364: Line 371:
  
  
−
[[File:Picture65.png|600px|thumb|center|Claim Excess Processing Button]]
+
[[File:claim37.png|600px|thumb|center|Claim Excess Processing Button]]
  
 
===Excess Processing===
 
===Excess Processing===
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*Click on the excess processing button;
 
*Click on the excess processing button;
  
−
[[File:Picture18.png|600px|thumb|center|Claim Excess Processing Button]]
+
[[File:claim24.png|600px|thumb|center|Claim Excess Processing Button]]
 +
*Capture the exce you wish from the dropdown and click on save
  
−
*Choose the excess type and choose what the excess will be based on as per the screenshot below
+
[[File:claim25.png|600px|thumb|center|Excess Based-On]]
  
−
[[File:Picture19.png|600px|thumb|center|Excess Based-On]]
+
*Navigate to the excess tab where you will have a view of the excesses raised for that policy
  
−
*Upon successful submission of the form navigate to the excess tab 
 
  
−
[[File:excesstab.png|600px|thumb|center|Excess Tab]]
 
  
−
*Debit the excess amount
+
* Additionally, when debit button is click, it generate a debit note
  
−
[[File:excessdebit.png|600px|thumb|center|Excess Debit Form]]
+
[[File:claim26.png|600px|thumb|center|Excess Tab]]
  
 
===Liability Admission===
 
===Liability Admission===
  
−
*Click on the liability button as per the screenshot below;
+
*Click on the liability Admission button
 +
[[File:claim27.png|600px|thumb|center|Liability Admission Button]]
  
−
[[File:liabilityadmission.png|600px|thumb|center|Liability Admission Button]]
+
*upon the click on the liability admission button, fill in the form and save
  
−
*Fill in the details form for the liability admission
+
[[File:claim28.png|600px|thumb|center|Liability Admission Form]]
  
−
[[File:liabilityform.png|600px|thumb|center|Liability Admission Form]]
+
===Third-Party Vehicle===
 +
*Navigate to the third-party claims menu.
 +
*Click on the add button to add a third-party vehicle
 +
[[File:claim29.png|600px|thumb|center|Liability Admission Form]]
  
−
===Salvage a Third-Party Vehicle===
+
===Salvage a Third_Party Vehicle===
  
 
*Click on the add salvage button.
 
*Click on the add salvage button.
  
−
[[File:Picture66.png|600px|thumb|center|Liability Admission Form]]
+
[[File:claim38.png|600px|thumb|center|Liability Admission Form]]
  
 
*Select the third party in the drop down
 
*Select the third party in the drop down
  
−
[[File:Picture67.png|600px|thumb|center|Liability Admission Form]]
+
[[File:claim39.png|600px|thumb|center|Liability Admission Form]]
  
 
*Choose the third party Vehicle in the dropdown
 
*Choose the third party Vehicle in the dropdown
  
−
[[File:Picture68.png|600px|thumb|center|Liability Admission Form]]
+
[[File:claim40.png|600px|thumb|center|Liability Admission Form]]
  
−
===Direct sale===
+
===Direct Sale===
  
 
*Select the salvage direct sale button
 
*Select the salvage direct sale button
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*Click on the salvage vehicle button
 
*Click on the salvage vehicle button
  
−
[[File:Picture58.png|600px|thumb|center|Liability Admission Form]]
+
[[File:claim30.png|600px|thumb|center|Liability Admission Form]]
  
 
*Save the form  
 
*Save the form  
  
−
[[File:Picture59.png|600px|thumb|center|Liability Admission Form]]
+
[[File:claim31.png|600px|thumb|center|Liability Admission Form]]
  
 
*A modal will appear for doing a salvage of the vehicle
 
*A modal will appear for doing a salvage of the vehicle
  
−
[[File:Picture60.png|600px|thumb|center|Liability Admission Form]]
+
[[File:claim32.png|600px|thumb|center|Liability Admission Form]]
  
 
*Fill in the details in the form here and save
 
*Fill in the details in the form here and save
 
*Upon saving navigate to the salvage enquiry menu to view the salvage vehicle
 
*Upon saving navigate to the salvage enquiry menu to view the salvage vehicle
  
−
[[File:Picture61.png|600px|thumb|center|Liability Admission Form]]
+
[[File:claim33.png|600px|thumb|center|Liability Admission Form]]
 +
 
 +
===Claim Response / DV===
  
−
===Claim Response/ DV===
 
 
Click on button named claim response/dv as per the below screenshot
 
Click on button named claim response/dv as per the below screenshot
  
 
[[File:Picture23.png|600px|thumb|center|Claim Response/DV]]
 
[[File:Picture23.png|600px|thumb|center|Claim Response/DV]]
  
−
* navigate to the claim responses/DV tab
+
*Navigate to the claim responses/DV tab
−
* all the letters and discharges issues in the system will appear here where a user can print the discharges and send them to clients
+
 
 +
*All the letters and discharges issues in the system will appear here where a user can print the discharges and send them to clients
  
 
*Select the type of discharge/ letter you want to issue
 
*Select the type of discharge/ letter you want to issue
Line 453: Line 465:
  
 
*Choose the person you want to escalate the dv to and click submit  
 
*Choose the person you want to escalate the dv to and click submit  
 +
 
*User shall get a notification in their mail to inform them on taking the necessary action for approving the Discharge voucher/ letters
 
*User shall get a notification in their mail to inform them on taking the necessary action for approving the Discharge voucher/ letters
  
Line 458: Line 471:
  
 
*From the screenshot above :
 
*From the screenshot above :
−
1 button for approving the DV/letter
+
 
−
2 re escalation for the dv/letter
+
1 Button for approving the DV/letter
−
3 printing of the letter
+
 
 +
2 Re-escalation for the dv/letter
 +
 
 +
3 Printing of the letter
  
 
=== Send Acknowledgement letter through Email===
 
=== Send Acknowledgement letter through Email===

Latest revision as of 12:56, 11 November 2024

CLAIMS PROCESS

Claims sub system caters for the registration and settlement of claims with the production of statistics as one of the important end results. It provides for setting of estimates, payments of claims, recording of recoveries (through excesses etc.), stolen vehicles registration, Salvage processing and automatic recoveries from treaties. The claims subsystem thus links Underwriting, reinsurance and accounts subsystems.

Claim Links

CLAIM REGISTRATION

1.Motor Claim

  • a) Click on the Client link to access clients listing. Search and select client details
  • b) On the Policy listing page select a policy for which to register a claim. This opens the policy detail page as shown below
Claim Links
  • c) Click on the New Claim button to open Claim registration screen. The screen below is opened
Claim Links
  • d) Confirm the policy number in the Policy No field and select an endorsement that will be used for the claim registration.
  • e) Input the loss details and press the Save button to submit. On successful submission, a Claim number is automatically generated and redirects to claim processing page for further actions.
Claim Links

CLAIMS ENQUIRY

  • a) To view and search for Raised claims
  • b) On the General Business menu click on the claims enquiry menu where you can search for the claim using the claim number.
Claim Links

Raise an acknowledgement letter

  • a) Upon successful save, User will first be required to issue an acknowledgement letter
  • b) A modal will appear where the user will be tasked to select an acknowledgement letter
Claim Links
Claim Links


  • 4)select the discharge/letter type as acknowledgement letter in the dropdown, input a reference then go ahead and type in the acknowledgement letter and save it

Send Acknowledgement letter through Email

Claim Links
  • a)Click on the mail icon
Claim Links
  • b)Enter the email address you wish to send

CLAIMS PROCESSING

  • Claim Processing includes:

Reserve Allocation per peril per item

  • Click on Reserve Allocation


Claim Reserve


Claim Reserve


  • Choose the correspondent type
  • Choose the liability and liability amount
  • Enter the estimate amount
Claim Reserve
  • click Save

Revise estimate

Claim Estimate Revision
  • Change the amount you wish to revise either downwards or upwards
Claim Estimate Revision

Documents required for claim processing

Upload claim Documents

Claim Documents Upload
  • Click on the add button to add the supporting documents
Claim Documents Upload
  • Upload the claim supporting documents and save the form
  • After successful upload it should appear like the image below
Claim Documents Upload

Upload Inspection photos

Claim Documents Upload
  • Move to the inspection photos tab
  • Click the add button and upload the photos
  • Upon successful upload they should appear in the table as shown
Claim Documents Upload

Claim Response/Discharges

  • Click on the highlighted button below
Claim Documents Upload

Acknowledgement letter

  • Select an acknowledgement letter from the dropdown and fill the details and save the form
Claim Documents Upload

Cash in lieu

  • From the dropdown select cash in lieu and fill in the details highlighted
Claim Documents Upload

Decline letter

  • Select decline letter in the dropdown and fill in the details highlighted
Claim Documents Upload

Total Loss Acceptance Letter

  • Select total loss acceptance from the dropdown and fill in the details highlighted
Claim Documents Upload

Repair Authority

  • Select repair authority from the dropdown
Claim Documents Upload


  • If the repair is for TP click on repair for third party then select the third party registration no linked to this claim

First Recovery loss letter

  • Select the recovery letter from the dropdown
  • Chose the insurer/broker
  • Type the letter
Claim Documents Upload

Appoint Claimant

  • Click on button labelled Appoint claimant
Appoint Claimant
  • Select the correspondent type from the drop down
  • Choose the claimant name you want to appoint
  • Select the corresponding liability with the liability item
  • Choose bank details if they are not automatically updated
Claimant Bank Details
  • Upon saving the claimant the appointed claimant should appear in the tab for claimant as per the screenshot below
Claim Documents Upload

Raise Claim Requisition

  • Click on the raise requisition button
Claim Requisition Button
  • Fill in the details of the form
Claim Requisition Form
*Upon successful save the doocument details should appear here:
Claim Requisition Tab
  • Fill in the detail for the requisition supporting documents then select a user whom you want to escalate the document to for approval
Claim Requisition Escalate To
  • Upon submitting the form an email will be sent to the user. Notification will appear in the user’s inbox as well where they’ll need to take action on it
Claim Requisition on User Inbox
  • Re-escalate requisition
  • Click on the escalate button as below
Re-escalate Requisition
  • Select a user to escalate to
Escalate To User
  • Authorize and approve requisition
  • Click on the approve button as per the screenshot below;
Authorize and Approve Requisition
  • Enter the payment expected date
  • Select the payment mode
  • Choose the debit and credit accounts
  • Add some comment in the text area
  • Click on the auth & approve button

Add Requisitions Taxes

  • Select taxable as Yes
Authorize and Approve Requisition
  • Navigate to the claim requisition tab and click on docs
Authorize and Approve Requisition
  • Click on the eye icon shown below
Authorize and Approve Requisition
  • Click on the add button to add the relevant taxes for that supporting document
Authorize and Approve Requisition
  • Select The tax type and tax code and save the details as shown below
Authorize and Approve Requisition
  • Upon adding a tax , the tax details should appear on the taxes below
Authorize and Approve Requisition

view raised requisition

Authorize and Approve Requisition

Checking of Requisition

Authorize and Approve Requisition
  • Click on the requisition you wish to check under the check requisition tab
Authorize and Approve Requisition
  • Click on the check requisition button to check the requisition
Authorize and Approve Requisition
  • Enter the expected payment date and save the form

Authorize A requisition

Authorize and Approve Requisition
  • Click on the authorize requisition tab
  • Click on the requisition you wish to authorize
Authorize and Approve Requisition
  • Click on authorize requisition and save the details of the form
Authorize and Approve Requisition

Close Claim File

  • First you need to revise any estimates to zero if any then click on the highlighted button
  • Click on the close claim file button as shown below
Close Claim Button
  • Fill in the detail for the form and save it
Close Claim Reason

Re-open claim file

  • Click on the highlighted button below
Close Claim Reason
  • upon Button click, below modal screen display
  • Fill in the details
Close Claim Reason
  • Upon approval the claim file will be automatically re-opened

Register Service Provider invoices

  • Navigate the highlighted menu below
Close Claim Reason
  • Click on the add button to book a new invoice and fill the details
Close Claim Reason
Close Claim Reason
  • Upon successful registration you will be redirected to another page where you will proceed to upload the invoice documents
Close Claim Reason

Addition of Third_Party Claimants Enquiry

  • Select the highlighted menu
  • Click on the add button to register a claimant/third party claimant details
Close Claim Reason

Claim Reports

  • Click on the Reports->claim reports menu
Close Claim Reason

Updating Claims Diary

  • Navigate to the claims details tab and click on the highlighted button
Close Claim Reason
  • Click yes on the row which the claims processing has processed
Close Claim Reason
  • Save the form
  • Navigate to the print docs tab
  • Click on the print claim diary button to print the claim diary
Close Claim Reason

Legal Processing

  • Legal Summon
  • Click on legal button
  • Select legal summon in the dropdown
Legal Summon Button
  • Fill in the details on the for below
Summon Details
  • Navigate to the legal tab to view the form details
Summon Tab
  • View summon details
  • Update the court stage
  • Update judgement details

Legal recoveries

  • Fill the datails on the form and save it
Recoveries Button
  • View thedatails on the Recovery Tab where a user can generate a debit note for recovery
Recoveries Form
  • Debiting Claim recovery
  • Upon registering a recovery
  • Navigate to the recovery tab
  • Click on the debit button to debit the recovery

Salvage non-motor items not in a schedule

  • Navigate to salvage enquiry menu
Claim Excess Processing Button
  • Click on the add salvage button
Claim Excess Processing Button
  • Select a non-motor item
Claim Excess Processing Button
  • Select the claim number
  • Add the detail of the salvage you wish to sell and save


Claim Excess Processing Button

Excess Processing

  • Click on the excess processing button;
Claim Excess Processing Button
  • Capture the exce you wish from the dropdown and click on save
Excess Based-On
  • Navigate to the excess tab where you will have a view of the excesses raised for that policy


  • Additionally, when debit button is click, it generate a debit note
Excess Tab

Liability Admission

  • Click on the liability Admission button
Liability Admission Button
  • upon the click on the liability admission button, fill in the form and save
Liability Admission Form

Third-Party Vehicle

  • Navigate to the third-party claims menu.
  • Click on the add button to add a third-party vehicle
Liability Admission Form

Salvage a Third_Party Vehicle

  • Click on the add salvage button.
Liability Admission Form
  • Select the third party in the drop down
Liability Admission Form
  • Choose the third party Vehicle in the dropdown
Liability Admission Form

Direct Sale

  • Select the salvage direct sale button
Liability Admission Form
  • Select The identification number
  • Choose the category you wish to sell to and save the details
Liability Admission Form
  • Generate a debit note for the buyer for Finance to Receipt

Write off a vehicle

  • Click on the salvage vehicle button
Liability Admission Form
  • Save the form
Liability Admission Form
  • A modal will appear for doing a salvage of the vehicle
Liability Admission Form
  • Fill in the details in the form here and save
  • Upon saving navigate to the salvage enquiry menu to view the salvage vehicle
Liability Admission Form

Claim Response / DV

Click on button named claim response/dv as per the below screenshot

Claim Response/DV
  • Navigate to the claim responses/DV tab
  • All the letters and discharges issues in the system will appear here where a user can print the discharges and send them to clients
  • Select the type of discharge/ letter you want to issue
Claim Response/DV Type
  • Choose the person you want to escalate the dv to and click submit
  • User shall get a notification in their mail to inform them on taking the necessary action for approving the Discharge voucher/ letters
Claim Documents Upload
  • From the screenshot above :

1 Button for approving the DV/letter

2 Re-escalation for the dv/letter

3 Printing of the letter

Send Acknowledgement letter through Email

Salvage Enquiry
  • Click on the mail icon
Salvage Enquiry
  • Enter the email address you wish to send


STOLEN VEHICLES

Claims Registered where vehicles have been marked as Stolen are updated in this page. After a vehicle has been recovered, recovery details are updated in this section

Stolen Vehicle Update

SALVAGE ENQUIRY

  • a) Click on the Salvage Enquiry link to access Salvage processing page as shown below.
Salvage Enquiry
Salvage Enquiry
  • b) Click on the Create Tender button to create a tender and add vehicles in the created tender as shown below.
Create Tender
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