Claims

Claims

Complete the Add New Claimant dialog box for an individual

As an agent, you can add a claimant to a claim by completing the Add New Claimant dialog box.

To complete the Add New Claimant dialog box, select the Claimant(s) green + icon and:

  1. In the Add New Claimant dialog box, select Contact is an individual.
    Figure 1: The Contact is an individual radio button selected in the Add New Claimant dialog box.
  2. In the Full Name
  3. In the Birthdate field, type the claimant’s birthdate using the MM/DD/YYYY format.
  4. In the Social Security Number box, type the claimant’s SSN.
  5. In the Moving In Date/ Purchase Date box, type the claimant’s moving in date or purchase date using the MM/DD/YYYY format.
  6. From the Address Type dropdown, select the type of address that you’re entering for the claimant.
  7. In the Street Address or P.O. Box box, type the claimant’s address.
  8. In the Apt., Suite or Unit Number, etc., type the unit number.
  9. From the Country dropdown, select the country linked to the claimant’s address.
  10. In the Zip Code box, type the ZIP code linked to the claimant’s address.
  11. To add another address, select + Add Another Address and repeat steps 6-10.
  12. In the Phone Number box, type the claimant’s phone number.
  13. From the Type dropdown, select the type of phone number.
  14. To add another phone number, select + Add Another Phone Number and repeat steps 12 and 13.
  15. To add an email address, select + Add an Email Address. Continue to steps 16. If you do not wish to add an email address, move to step 19.
  16. In the Email Address box, type the claimant’s email address.
  17. From the Type dropdown, select the type of email address.
  18. To add another email address, select + Add Another Email Address and repeat steps 16 and 17.
  19. When you’re finished, select Save Contact.