Track major minor claims

The Track Major/Minor Claims setting in Settings > Modules > Claims controls whether or not:

  • The Major/Minor Claims box appears in Policies > Processing.
  • The Major/Minor Claims section appears under Loss History in the Property tab of a policy.

You can upload major/minor claim .csv files in Policies > Processing > Major/Minor Claims. Once you upload a file, you can import information. If you add claims to a .csv file that is already uploaded and imported, you can import the existing file again, without reattaching claims that are already attached or creating duplicate claims.

You can determine if a surcharge will be applied to a policy based on the number of major/minor claims filed on a single policy. You can determine surcharge parameters for major/minor claims in Lines > Lines Effective Date > Policy type > Line Item > Rating > Categories > Number of Claims.

Note: If you want to apply surcharges to major/minor claims, line set up will likely occur during Lines configuration.

It is recommended that you contact your support team if you have questions or want to implement this feature.

Enable Track Major/Minor Claims setting

To enable the Track Major/Minor Claims setting:

  1. Navigate to Settings > Modules > Claims.
  2. Under Options, select the Track Major/Minor Claims.
  3. Select Save at the top or bottom of the screen.

Upload a CSV file

When the Track Major/Minor Claims setting is enabled, the Major/Minor Claims box will appear in the Processing screen of the Policies module. You can upload a .csv file that includes a spreadsheet of major and minor claims in the Major/Minor Claims box. The .csv file allows you to track major and minor claims. To upload the .csv file:

  1. Navigate to Policies > Processing.
  2. Select the Major/Minor Claims box to expand the section.
  3. Select the + next to Upload Major/Minor Claims File. The Add Attachment dialog box will open.
  4. Select Choose File. Your file explorer will open.
  5. Select the .csv file you want to upload and then select Open.
  6. In the Add Attachment dialog box, select Upload. The .csv file will populate in the Major/Minor Claims Files table.

Import a CSV file

Once you upload a .csv file, you can import the file. When you import a file, the major and minor claims included in the file will automatically populate the Major/Minor Claims table(s) in the Property tab(s) of the associated policy or policies. A note will automatically be created on each policy a claim is added to. The notes can be found in the associated policy’s Notes screen.

Note: The Major/Minor Claims feature is configured specifically for policies that only have one property. If a policy has more than one property, the major/minor claims from the .csv file won’t populate in the Major/Minor Claims table on the policy’s Property tab.

To import a .csv file:

  1. Navigate to Policies > Processing.
  2. Select the Major/Minor Claims box to expand the section.
  3. Locate the file you want to import and select the blue arrow icon. A Message pop-up window will open notifying you of how many claims were duplicates, how many weren’t able to find a property, and how many claims were successfully attached to the associated policy.
  4. Select OK to close the pop-up window.

Delete a CSV file

To delete a .csv file:

  1. Navigate to Policies > Processing.
  2. Select the Major/Minor Claims box to expand it.
  3. Locate the file you want to delete and select the red X. A Message pop-up window will open with the following message:

    Are you certain you want to delete this file?

  4. Select OK to delete. Select No to return to the Processing screen without deleting the file.

Manage Major/Minor Claims in a policy’s Property tab

When the Track Major/Minor Claims setting is enabled, the Major/Minor Claims table appears in lieu of the Vendor Reported table and the Insured Disclosures table in the Loss History section of a policy’s Property tab. In the Loss History section, you can add a claim, edit a claim and remove a claim. When you manually add, manually edit, or manually delete claims on the Property tab of a policy, a note will be automatically generated.

Note: To add, edit, or remove a claim, you must have an open revision on the policy.

To manually add a major/minor claim:

  1. Select Add New Claim. The Major/Minor Claim dialog box will open.
  2. Complete the Loss Date and Date Reported boxes.
  3. In the Legacy Claim Number box, type the claim number.
  4. In the Peril Code box, type the peril code.

    Note: You can only add one peril code.

  5. In the Payment Amount box, type the loss amount for the claim.
  6. From the Claim Type dropdown list, select if the claim is a Major claim or a Minor claim.
  7. From the Loss Status dropdown list, select if the claim status is Open or Closed.
  8. From the Surcharge dropdown list, select Yes or No.
  9. From the Catastrophe dropdown list, select Yes if the claim was caused by a catastrophe or No if the claim wasn’t caused by a catastrophe.
  10. In the Description box, type the description of the loss.
  11. Select Save and Exit.

To manually edit a major/minor claim:

  1. In the Major/Minor Claims table, locate the claim you want to edit and select the pencil icon next to that claim. The Major/Minor Claim dialog box will open.
  2. Complete the edits you want to make.
  3. Select Save and Exit.

To manually delete a major/minor claim:

  1. In the Major/Minor Claims table, locate the claim you want to delete and select the red X next to that claim. The Confirm pop-up will open with the following message:

    Are you certain you want to delete this claim?

  2. Select OK to delete the claim.

Usage considerations

It is recommended that you contact your support team if you have questions about or want to implement this feature.