Search for a claim and filter the claims list

From the Claims Home screen, you can search for a specific claim you want to access. If your search criteria generate multiple returns, you can filter your search results. You can also filter the claims list instead of using search criteria to locate a claim.

To search for a claim:

  1. In the Claims Home screen, navigate to the Search box, located near the top of the screen.
  2. In the Search box, type search criteria (claim ID, claimant, policy ID, etc.).
  3. Press Enter/Return on your keyboard or select Search.

Filter your claims list

You can filter the claims list by various claim components that appear in the Filters menu. You can also filter your view of the claims list with the View Lists By option.

Filters

When you use a filter, the system automatically applies that filter to the claims list. The filters you use will appear next to the Filters button. See Figure 1 to view the available filters and Figure 2 to view the applied filter.

 

Figure 1: The available filter options in the menu of filters.

 

Figure 2: Claims list with applied filter.

 

To filter the claims list:

  1. Select the Filters button. The menu of filters will open. See Figure 1.
  2. Use any of the filters shown in Figure 1 and see the filter descriptions below. You can use more than one filter at a time.
    • Adjuster: In the Adjuster box, type the name of the adjuster you want to filter the claims list by. You can search for and select more than one adjuster to filter the claims list by.
    • Line of Business: From the Line of Business (LOB) dropdown list, select the LOB(s) you want to filter the claims list by.
    • Coverage: From the Coverage dropdown list, select the coverage(s) you want to filter the claims list by.
    • Loss Cause / Peril: From the Loss Cause / Peril dropdown list, select the cause(s)/peril(s) you want to filter the claims list by.
    • Tags: From the Tags dropdown list, select the tag(s) you want to filter the claims list by.
    • City: In the City box, type the city name you want to filter the claims list by. The city will display in the Insured column and is associated with the insured.
    • State: From the State dropdown list, select the state you want to filter the claims list by. The state abbreviation will appear in the Insured column and is associated with the insured.
    • Zip: In the Zip box, type the ZIP code you want to filter the claims list by.
    • Loss Date: In the Loss Date box, use the date pickers to specify a date range you want to filter the claims list by.
    • Status: From the Status dropdown list, select the status you want to filter the claims list by. You can select only one status at a time.
    • Closed/Reopened Reason: From the Closed/Reopened Reason dropdown list, select the closed/reopened reason to filter the claims list by. You can select only one reason at a time.

View Lists By

While the View Lists By feature isn’t a filter of claim components, it provides filters for your view of the claims list based on the following criteria:

  • My assigned claims
  • All claims
  • Recently viewed claims.

By default, the view is set to All claims. To use the View Lists By feature, select the View Lists By dropdown and select the view of the claims list you want.