Claim file and exposure file headers and left menu navigation

Within a claim, you can access to two different headers: the claim file header and the exposure file header. Regardless of the claim or exposure section you accessed, one of these headers will appear across the top of the screen. The claim file header provides information about the overall claim, such as the claim ID, tags assigned to the claim, and claim status. The exposure file header provides information about the specific exposure, such as the exposure ID and coverage, tags assigned to the exposure, and exposure status. Each header includes breadcrumbs and tabbed navigation so you can easily access the Claims Home screen or additional screens associated with the claim or exposure.

The menu on the left side of the screen provides a snapshot of the claim or the exposure. At the claim and exposure level, the left menu provides access to additional areas of the Claims platform, access to the policy the claim is filed against, and access to all exposures included in the claim. At the claim file level, the left menu provides information about the claim, and at the exposure file level, the menu provides information specific to the exposure.

Claim file header

The claim file header includes breadcrumbs, claim ID, claim tags, claim status, and tabbed navigation.

Figure 1: View of the claim file header.

Breadcrumbs

The number 1 in Figure 1 indicates the breadcrumb trail that appears at the top of the header. Breadcrumbs indicate where you are in the claim, such as the claim file or the exposure file. In Figure 1, the breadcrumb path is Claims Home > C-02-2020. This shows that from the Claims Home screen, you accessed claim C-02-2020. Claims Home is bold, indicating it’s a link. Claims Home will redirect you to the Claims Home screen.

Claim ID

The claim ID appears directly below the breadcrumbs in the header. Number 2 in Figure 1 displays the claim ID, which is C-02-2020.

Tags

In the top-right area of the header, you will see tags assigned to the claim. Number 3 in Figure 1 displays the claim tags. If tags are applied to the claim, next to the tag icon you will see the tags applied. In Figure 1, Out of State is applied to the claim. To update the tags applied, select the caret next to the tag to open the dropdown list of possible tags. For more information, see Managing claim and exposure tags.

Status

In the top-right area of the header next to tags, you will see the status of the claim. The current status of the claim is indicated by both the color of the circle and the selected status. Number 4 in Figure 1, displays the claim status as Open accompanied by a green circle. To update the status, select the caret next to the current status. For more information, see Managing claim and exposure status.

Tabbed navigation

Number 5 in Figure 2 depicts tabbed navigation in the claim header. When you select a tab, the system will open the screen of that tab. For personal auto, the tabs that will appear are Details, Exposures, Accounting, Parties, Attachments, Injuries, Vehicles, and Damaged Properties.

See Details overview, Exposures overview, Accounting overview, Parties overview, Attachments overview, Injuries overview, Vehicles overview, and Damaged Properties overview for more information.

Exposure file header

As mentioned above, the exposure file header includes breadcrumbs, exposure ID, exposure tags, exposure status, and tabbed navigation.

Figure 2: View of the exposure file header.

Breadcrumbs

The number 1 in Figure 2 indicates the breadcrumbs, which live at the top of the header. Breadcrumbs indicate where you are in the claim and provide a general path to this location. In Figure 2, the breadcrumb path is Claims Home > C-02-2020 > P01 – Joe Insured > E001 – Medical Expense. This indicates that from the Claims Home screen, you accessed claim C-02-2020. When you see P01 – Joe Insured > E001 – Medical Expense, it means you have accessed the exposure associated with a specific party. There are several ways to access the exposure of a party, so a specific path isn’t displayed in the breadcrumb.

Both Claims Home and C-02-2020 are bold, indicating that these breadcrumbs are also links. C-02-2020 also has a dropdown arrow, indicating a dropdown list will open. Claims Home will redirect you to the Claims Home screen, and C-02-2020 will direct you to the claim file’s Details screen unless you select one of the dropdown options that appear when you hover over C-02-2020.

Exposure ID and coverage type

The exposure ID and coverage type appear directly beneath the breadcrumbs in the header. Number 2 in Figure 2 displays the exposure ID and coverage type. The exposure ID is E001, and the coverage type is Medical Expense.

Note: The information icon will appear next to some coverage types, such as the coverage type collision. When you hover over the icon, a tooltip will open with a list of Endorsements contained within the coverage.

Tags

In the top-right area of the header, you will find tags assigned to the specific exposure. Number 3 in Figure 2 displays the exposure tags. If tags are applied to the exposure, next to the tag icon you will see the tags applied. In Figure 2Medicare is applied to that specific exposure. To update the tags applied, select the caret next to the tag to open the dropdown list of possible tags. For more information, see Managing claim and exposure tags.

Status

In the top-right area of the header next to Tags, you will find the status of the specific exposure. The current status of an exposure is indicated by both the color of the circle and the selected status. Number 4 in Figure 2 displays the exposure status as Open accompanied by a green circle. To update the status, select the caret next to the current status. For more information, see Managing claim and exposure status.

Tabbed navigation

Number 5 in Figure 2 depicts tabbed navigation in the exposure header. When you select a tab, the system will open the screen of that tab. With the exception of Details, Accounting, and Attachments, the screens accessible from an exposure file are configured to match the type of loss or injury associated with the exposure. For example, in Figure 2, the exposure is Medical Expense, so the tabs that will appear are Details, Accounting, Attachments, and Injury. Vehicle and Damaged Property tabs won’t appear because they aren’t relevant to the type of loss/injury you’re viewing.

See Exposure Accounting screen overview, Attachments screen overview, Vehicles overview, Injuries overview, and Damaged Properties overview for more information.

Left menu

The left menu is divided into three sections:

  • Claims
  • Claim Details/Exposure Details
  • Exposures

The Claims and Exposures sections provide the same information and behave the same at both the claim file level and at the exposure file level. The Claim Details/Exposure Details section holds information that is configured based on the level you’re in. For example, if you’re in the claim file, the second section will hold information about the claim and the section title will be Claim Details. If you’re in the exposure file, the second section will hold information specific to the exposure and the section title will be Exposure Details.

Figure 3: View of the left menu at the claim file level.
Figure 4: View of the left menu at the exposure file level.

Claims

Within the Claims section, you will find links to main sections of the Claims platform: Claims Home, FNOL Drafts, Assign Adjuster, and System Admin. The Claims Home link will direct you to the Claims Home screen, where you can search for and access claims or create new claims. The FNOL Drafts link will direct you to the FNOL Drafts screen, where you can view and access incomplete FNOLs or create a new FNOL. The Assign Adjuster link will direct you to the Assign Adjuster screen, where you can view or access claims that are currently unassigned and assign these claims to an adjuster. The System Admin link will direct you to the System Admin section of claims, where you can manage various components used throughout the Claims platform. See Figures 3 and 4.

Details

Claim Details

The Claim Details section is shown in Figure 3. Within the Claim Details section, you can view a high-level snapshot of the Policy, Loss Date, Loss Cause(s), Insured, and the Primary Adjuster. You can expand or collapse this section by selecting the arrow next to Claim Details. This section is read-only, with the exception of the policy. When you select the policy link, the Policy pop-up window appears.

Exposure Details

The Exposure Details section is shown in Figure 4. Within the Exposure Details section, you can view a high-level snapshot of the Policy, Loss Date, Loss Cause(s), Claimant, and Exposure Adjuster directly related to the specific exposure. You can expand or collapse this section by selecting the arrow next to Exposure Details. This section is read-only, with the exception of the policy. When you select the policy link, the Policy pop-up window appears.

Exposures

The Exposures section provides you with quick access to all exposures within a claim. Each party listed under Exposures will have one or more exposure linked to them. Select the party to open a dropdown list of exposures linked to that party. Select the exposure ID to be directed to the Details screen of that exposure file. You can expand or collapse this section by selecting the arrow next to Exposures. See Figures 3 and 4.