How to Create a New Claim

Steps:

1. Select the plus icon in the bottom-left corner of your screen.

2. Select the type of claim: Domestic Claim, Commercial Claim, or Private Works.

3. In the New Claim form, enter the details into the appropriate fields:

• Client / Insurer / ELA: Instructing Client, Reference, and optionally an External Loss Adjuster and Additional Reference.
• Details: Division, Metro/Regional/Rural, Peril, Catastrophe, Excess, whether to collect the excess, Loss Date, and any Critical Information.
• Default Job: Job Type, Description, Case Manager, Estimator, and Project Manager.
• Customer(s): select an individual customer and their contact details, or add a customer.
• Site Contacts: add any additional site contacts if required.

4. Site Address: enter the site address; a map preview and driving directions link will appear once selected.

• Reporting Options: tick Escape Of Liquid or Flood Claim if applicable.
• Tags: add any relevant tags.

• Compulsory fields are marked with an asterisk.

  
  

5. Once the claim details are added, select Save and the claim will be added to Loop Logics.

FAQ

What types of claims can I create? When you click the plus icon, you can choose Domestic Claim, Commercial Claim, or Private Works.

Which fields do I need to fill in? Any field marked with an asterisk is compulsory, this includes Instructing Client, Reference, Division, Job Type, Description, and Case Manager.

Can I add more than one customer to a claim? Yes, the Customer(s) section includes an Add Customer option.

What happens when I save the claim? The claim is added to Loop Logics and opens on its own claim page, with its own Claim tab and a default job created under the workflow you selected.