• Select ‘ADD CONTACT’ to add additional contacts on the claim, for example, Third Parties, Witnesses, Strata Manager, Claims Contact.
  • A pop-up window will display.
  • Fill in the available fields with the contact details including the preferred contact method.
  • Click ‘SAVE’ to add this contact to the claim.
  • If there are multiple contacts on the claim, click the star icon  next to the contact to indicate they are the preferred contact on the claim.

• Once you have entered all the details on the claim form, click ‘SUBMIT’.

New claim – Manual Lodgement (no policy API)

Note: To be used only if the Policy API functionality is not available

• Select the ‘Create Claim’ action card from the Claimlogik Plus home page.
• Depending on your instance and your configuration, at this point, you may need to choose the ‘INSURER’ from the drop-down menu.
• Enter the policy details into the ‘POLICY DETAILS’ section.
  • The mandatory fields are highlighted with an '*', examples in this section are:
    • Policy Type
    • Policy Number
    • Policy Status

• If a Broker/Intermediary is assigned to this claim, enter their details into the ‘BROKER/INTERMEDIARY’section.
  • The broker/intermediary will need to be preloaded into the system for you to be able to select them from the available drop-down options.

• The next section labelled ‘POLICYHOLDER DETAILS’ allows you to capture the contact details of the policyholder.
  • It is a mandatory requirement to enter at least one contact detail (phone, mobile or email).
  • You can use the integrated Google search by entering the address in the ‘RISK ADDRESS SEARCH’ field or enter the address manually in the available fields below it.
• Click ‘MAILING ADDRESS’ to open up the mailing address section.
  • If the mailing address is the same as the policyholder’s address, simply check the check box labelled ‘USE POLICYHOLDER ADDRESS’.
  • If the address is not the policyholder’s address, use the address fields to enter this address.

• The ‘GST’ section allows you to record the policyholder’s GST details.
  • Choose whether the insured is registered for GST by selecting the answer from the ‘INSURED REGISTERED FOR GST?’ drop-down.
    • If the policyholder is unsure or you are unable to locate this detail, you can come back and amend it after lodging the claim.
  • Provide the Claimant ITC as a percentage in the ‘CLAIM ITC’ field.
  • If the Insured has an ABN, input this into the ‘ABN’ field.
• Insert the details of who reported the loss in the ‘REPORTED BY’section.
  • Select the contact type from the ‘CONTACT TYPE’ drop-down menu, then fill in the details in the available fields.

• Capture the loss details in the ‘LOSS OR INCIDENT DETAILS’ section.
  • The date of loss, time of loss, loss cause and loss description are mandatory fields.
• Provide the loss or incident location in the ‘LOSS OR INCIDENT LOCATION’ section.
  • You have the option of using the policyholder’s address, by checking the checkbox labelled ‘USE POLICYHOLDER ADDRESS’.
  • Alternatively use the address fields provided.

• Contacts are added using the contact form, access this by clicking the ‘ADD CONTACT’button. For example, Third Parties, Witnesses, Strata Manager, Claims Contact.
  • A pop-up window will display.
  • Fill in the available fields with the contact details including the preferred contact method.
  • Click ‘SAVE’ to add this contact to the claim.
  • If there are multiple contacts on the claim, click the star icon  next to the contact to indicate they are the preferred contact on the claim.

• If the loss or incident was reported to the police, select the ‘REPORTED TO THE POLICE?’ checkbox.
• You will then be required to provide a reference or event number.
• It is optional to add additional details in the details field.
• If the claim is linked to a catastrophe event, you will be able to select the event code from the ‘CATASTROPHE DETAILS’ drop-down menu.
• The ‘BANK ACCOUNT DETAILS’ section allows you to capture the policyholder’s bank account details.
• Upon completing the form, click the ‘SUBMIT’ button to create a new claim.

Next Steps

• Depending on your instance and configuration, upon submitting a claim, either manually or via the policy API link the system will either navigate you to the financial section or the claim details section. Please refer to Reserves and Excess training module for guidance on adding reserves and excesses to a claim.

Claim Summary

• Select ‘CLAIM (Claim number)’ from the left-hand side menu
• From the ‘Claim Summary’section of the page you will be able to identify:
  • Claim number
  • Claim Owner
  • Claim Status
  • Claim Decision
  • Claim Created date and time
  • Sensitive Claim identification
  • Vulnerable Customer identification
  • Claim Created Source
• If the claim has been identified as a sensitive claim, click the arrow in the ‘SENSITIVE CLAIM’ field and change the answer to ‘Yes’.
  • Note: Marking a claim as a sensitive claim, will mean that only users with access to sensitive claims will be able to view and edit that claim.
• If the insured has been identified as a vulnerable customer, click the arrow in the ‘VULNERABLE CUSTOMER’ field and change the answer to ‘Yes’.
  • After ‘Yes’ has been selected, you will now be able to add a vulnerable reason, by clicking on the arrow and selecting ‘CHANGE VULNERABILITY REASONS’.
  • A pop-up window will display, select the vulnerability reason from the ‘VULNERABILITY REASONS’ drop-down menu, then click ‘SUBMIT’.

Claim Form PDF

• Once a claim has been created, click ‘DOCUMENTS’ from the left-hand side menu.
• The Claim Form will be available for you to view.
  • Click the ‘PDF’ button to view the Claim Form
  • Click the download icon  to save a copy of the PDF to your computer
  • For more information about interacting with documents see the ‘DOCUMENTS MANAGEMENT’ module.