The Information screen in a claim is available only to users in the Provider Administrator portal. It allows administrators to review and input critical details about a reported loss. The screen is broken into individual cards, each grouping related claim data for efficient entry and reference.
Policy Information
This card captures the core policy details tied to the claim:
- Policy ID – Links to the policy’s Revisions screen.
- Policy Effective Date
- Policy Expiration Date
- Policy Status
- Policy Type
Claim Information
This card stores essential claim-level information:
- Loss Date
- Loss Cause
- System Tags – View system-generated tags related to the claim. If no tags exist, the message “There are no System Tags on this Claim.” appears.
- Description – Provide a summary or details of the claim.
- Disputed Claim – Flag a claim as Disputed (if enabled).
- Bifurcate Claim – Bifurcate a claim into liability and property components (if enabled).
- Email Correspondence – View or initiate email threads tied to the claim.
- Generate Custom Deliverables – Access claim-specific documents or outputs.
Claims Assignment
Use this card to manage individuals responsible for handling the claim:
- Claims Adjuster – Add manually or auto-assign (if enabled).
- Claims Supervisor – Add manually or auto-assign (if enabled).
- Agent
- Named Insured
Past Claims
Displays any closed claims in BriteCore that are associated with the current policy, helping identify potential patterns or prior issues.
Loss Address
Define where the loss occurred:
- Select from the properties listed on the policy.
- Enter a custom address if the loss occurred at a location not tied to the policy.
Catastrophe
Add or edit catastrophe events:
- Select Select a CAT to open the Catastrophes dialog box.
- Associate the claim with an applicable CAT event.
Reinsurance Contracts
Attach relevant reinsurance contracts to the claim:
- Select Select a Contract.
- Search and select from configured reinsurance agreements.
Dates
Record and manage critical dates:
- Date Assigned
- Date Reported
- + Add a Claim Date – Enter custom date labels (e.g., inspection, settlement).
Reports
Upload and manage attached documents:
- + Attach Reports – Upload documents such as estimates or inspection reports.
- Sort by Date – Select the checkbox to reorder reports chronologically.
Photos
Upload images relevant to the claim:
- + Upload Photo – Add visual evidence tied to the loss (e.g., property damage).