Manual Product - Claims
The process for adding a new claim is very similar to the way that you do it when adding a claim in the platform for those with an API connection (modern policies). However, as with other Manual Product transactions there is NO API, therefore everything that you do will require you to process with the insurer …
Adding a claim in bond
You can add a claim in the customer profile screen, in bond, with the functionality to send information to Agile Sprint, through the API, or simply record the claim information. * From the customer screen, use the Add a Claim Icon from the right hand panel of the screen to start the process, shown here: * …
Claims from customers via pocket
Here is the process that occurs when a claim is submitted by a customer, in pocket. * The Customer completes the claim tab in pocket and selects Submit. This process submits the claim to the broker . (This does differ with some carriers, please see My Mutual FAQS and Wawanesa FAQS for their processes) *…
