Claims overview

Classic Claims documentation

BriteClaims documentation

Claims setup

• Set up claim permissions
• Set up claim payments
• Set up claim deliverables
• Set up claim email correspondence
• Set up custom message when disabling FNOL in Agent portal
• Set up claim numbers (v1)
• Set up claim numbers (v2)
• Track Major/Minor Claims

Claims settings

• Disable claims emails
• Allow historical claims
• Show user generated notes in Claims notes by default
• Disable ability to edit Notes
• Claim Numbers
• Assign adjusters
• Claim payment classifications
• Processed Claims agent email body

Manage reserves and transactions

• Set reserves – step 6
• Make a payment – step 7
• Review accounting summary – 8
• Set recovery reserves – step 9
• Create recovery receipts – step 10

Claim Status

• Setting and updating claim status – step 11

Claim lifecycle overview and FNOL

• Claim lifecycle overview
• Step 1 – First notice of loss (FNOL)
• Potential Duplicate Claim workflow

Add claim information and contacts

• Step 2 – Add coverages
• Step 3 – Assign a claims adjuster
• Step 4 – Assign a claims supervisor
• Step 5 – Add a claimant in the Claims module
  • Complete the Add New Claimant dialog box for an individual
  • Complete the Add New Claimant dialog box for an organization

Manage reserves and transactions

• Step 6 – Set reserves
• Step 7 – Make a payment
• Step 8 – Review accounting summary
• Step 9 – Set recovery reserves
• Step 10 – Create recovery receipts

Claim Status

• Step 11 – Set and update claim status

Claims List

• Claims List overview
• Search for a claim
• Access a claim
• Remove a claim

Claim header

• Claim header overview
• Email information related to a claim
• View and save custom deliverables
• Generate a Notice of Property Reinsurance Loss
• Track historical claims

Information

• Information overview
• View policy information
• Track dual masthead claims
• View past claims
• Add or update a loss address
• Select a catastrophe
• Select a reinsurance contract
• Add or update dates
• Add photos
• Add reports

Contacts

• Contacts screen overview
• View named insured information
• View agent or agency information
• Add a contractor to a claim
• Add a plaintiff attorney to a claim
• Add a defense attorney to a claim
• Add a fire department to a claim
• Add a medical provider to a claim
• Add a police department to a claim
• Add a public claims adjuster

Accounting

• Accounting overview
• Override the deductible
• View the Losses Incurred transactions
• View recovery transactions
• Void a payment
• Delete a recovery entry
• Financial authority limits

Attachments

• Attachments overview – Claims

Notes

• Notes overview – Claims

Components and Processing overview

• Components overview
• Processing overview

Peril

• Perils overview
• Add a new peril 
• Edit a peril 
• Remove a peril 

Peril Groups

• Peril groups overview
• Add a new peril group
• Edit a peril group
• Remove a peril group

Catastrophe

• Catastrophe overview
• Add a new catastrophe
• Edit a catastrophe
• Remove a catastrophe

Reinsurance

• Reinsurance overview
• Add a reinsurance contract
• Edit a reinsurance contract
• Remove a reinsurance contract

Managing processing emails and payments

• Process pending emails
• View email attachments
• Process pending payments
• Remove a pending email or payment