Claim Process Overview
Provided below is an overview of the KAVA CRM Claim Process. Follow the steps below and tick the corresponding checkboxes in CRM when you are finished with each step.
Claim Process:
You can create and manage a claim from a policy record in the system.
1. Create a Claim:
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Navigate to the Policy Record in the system where the claim needs to be created.
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On the Policy Record page, locate the button labeled “Create Claim.”
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Click on the “Create Claim” button to initiate a new claim.
2. Pre-filled Data:
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The claim form will automatically be pre-filled with all relevant data pulled from both the Policy Record and the Client Record.
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Fields like Detailed Description, Description, Date of Loss will be manually filled by the Broker.
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This pre-filled feature saves time and ensures accuracy by reducing manual entry of data.
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All relevant information from the policy and client records is captured automatically, making the claim process more efficient.
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After reviewing the pre-filled information, click Save to create the claim.
3. Send the Claim Form to the Client:
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The next step is to send the claim form to the client for their input and confirmation.
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Select the incident type and, the claim form will automatically update with the appropriate questions relevant to that specific incident.
4. Creating and Reviewing the Claim Form:
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To generate the claim form, tick the Create Claim Form field.
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After a brief wait, click Refresh Claim Form to load the newly created form.
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Once the form links are visible, click the Review Claim Form button. This allows you to make any necessary changes to the form before sending it to the client.
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After making all necessary changes, click Review Completed on the form. This finalizes the review process.
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You are now ready to send the form to the client. Use the appropriate email template to send the claim form.
5. Contacts and Portals:
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In the Contacts section on the side panel, you can add multiple relevant contacts. The Portals tab lists insurer portals for lodging claims. Remember to add Notes and Activities where applicable to ensure complete claim documentation.
