Claim Information Widget

The Claim Information widget displays information about the current claim.

The widget displays the following information:

Claim No

The system claim number.

Status

The current status of the claim.

Date Reported

The date that the claim was entered into the system.

Date of Loss

The reported date of loss.

Adjuster

Displays the adjuster assigned to the claim.

Selecting the Claim Status

To change the status and sub-status of a claim, click the Status link.  The Claim Information details window opens.

Claim Status

Select one of the preset system statuses. The following options are available.

  • Closed
 
  • Notice of Intent
 
  • Open
 

Sub-Status

Select one of the industry preset or custom sub-status options.

 

Note: Claim sub-statuses are configured and managed in the General Settings - Claim Sub-Statuses section.

Click Save & Close to save the settings and close the window, or click Close to close the window without saving.