As insured losses occur, users need to submit a claim. The claim is assigned to an Insurance Adjuster for investigation. The claim is then reviewed by representatives of the underwriting company, who manage any companies involved with the claim, and any payments made to companies and the assured.
The claims submission screen is made up of a central area where the workflow screens are displayed for the user to enter the claim details. This is similar to the policy submission screen, and is produced using the same features.
To the left and right are the Widgets, which provide additional claim information and controls.
There are two ways to navigate through the screens in a workflow. At the bottom of the page are Next and Previous buttons which will step through the screens in sequential order. The Navigation widget displays the steps in the workflow, where clicking on a step displays the individual screens within that step, and clicking on a screen navigates directly to that screen.
The steps in the workflow and the progress through the workflow are displayed in the progress bar at the top of the page.
While working within Bridge, the system provides additional options for communication and documentation related to the current claim.
An additional screen is automatically added at the end of the claim workflow. This is the Payments screen, and is used to track payments related to the claim, and manage estimated values and reserves.
Documents can be generated, either manually or automatically. These documents are created from templates and can pull in details from the system and the current claim. These documents are attached to the claim for reference.
External Attachments can be uploaded to the claim. These may be image files or supporting documents.
E-mails can be sent from a claim, automatically or manually. Like the generated documents, the e-mails are created from templates and can pull in system and claim data. E-mails are attached to the claim for reference.
Notes can be attached to a claim. These can be simple notes to provide additional information, or may be reminders for actions that need to be taken at a later date. A reminder can have a due date, and can be marked as Complete.