What Are Visible Claims Tabs?
Visible Claims Tabs refers to the main tabs available on a claim, such as sections for documentation, parties involved, financials, and more. Administrators can now determine which of these tabs are shown to all end users, streamlining the interface and ensuring only relevant information is displayed.
Configurable Claim Tabs
The following tabs can be managed via the Visible Claims Tabs setting:
- Accounting: Financial transactions and claim payments.
- Attachments: Documents, images, and files attached to the claim.
- Damage Properties: Details about property damage related to the claim.
- Disputes: Information on any disputes arising from the claim.
- Estimations: Cost estimates and related documentation.
- Exposures: Exposed parties or items within the claim.
- Information: General claim details and summary.
- Injuries: Injury details associated with the claim.
- Notes: Internal notes and communications.
- Parties: People and organizations involved in the claim.
- Vehicles: Vehicles associated with the claim.
Where to Configure Visible Claims
To adjust which tabs are visible, use the following navigation path in the admin interface:
Lines > State > Applicable Policy Type > Visible Claims Tabs
- Navigate to Lines: Access the main menu and select Lines.
- Select State: Choose the relevant state you wish to configure.
- Applicable Policy Type: Within the chosen state, select the appropriate policy type.
- Visible Claims Tab Section: Find the Visible Claims Tab configuration area. Here, you can select which claim fields are displayed for this policy type in the selected state.
How to Configure
- Use the checkboxes to select which claim tabs should be visible to users for the chosen policy type and state.
- Deselect a tab to hide it from the claims interface.
- Click Save to apply your changes. The updated tab visibility will take effect immediately or after a system refresh.