Claims

Claims Management

• Viewing Claim Status History
• How to Close a Claim
• How to View and Filter Claims
• How to Update a Claim Record
• How to Submit a Claim
• How to View/Edit a Claim

Policy Management

• Policy Programs
• Understanding Policy Management: Standard vs Complex Fields
• Creating & Editing Policies

Tools & Financials

• Managing Transactions
• Allocations Overview
• Total Cost of Risk (TCOR) Overview
• Setting the Adjuster within a Claim
• How to Manually Adjust Claims

Insights

• How to Find Claims Insights
• Duplicate Detection Insights