Attaching notes for raising insurance claim
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This page allows you to add any specific information about the insurance claim that has been raised. You could enter details like the terms and conditions that govern the policy or the various clauses for which the policy gives coverage. You can also enter the reason for claiming the policy. The notes are saved along with the policy claim details.
Select the “Attach Notes” link at the bottom of the “Raise Insurance Claim" page.
The “Attach Notes” page appears.
The system displays the following:
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Policy No |
The code identifying the insurance policy. |
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Claim No |
The code identifying the insurance claim. |
Enter the following fields in the “Notes Detail” group box:
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Standard Notes ID |
The code identifying the standard notes (Alphanumeric, 6). Mandatory. |
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Help facility available |
Enter the description pertaining to the standard notes id in the text box provided alongside.
Click the “Save Std. Notes” pushbutton to save the standard note.
The system saves the standard notes ID along with the description.
Enter the following field:
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Notes |
Any important information to be noted regarding the insurance claim, like the reason for claiming or the terms and conditions (Alphanumeric, 255). Mandatory |
Click the “Save” pushbutton to update the additional information regarding the insurance claim.
The system saves the details of the notes along with the policy claim details.
