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Claim Summary Info

Claim Summary Info

Claim Summary Info contains two widgets providing basic information about the claim and its policy.

Claim Information

In this widget, you can find the very basic information about the claim. You can customize the information displayed here (See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1761935570/Claim+Form+Layout#%E2%80%9CClaim-Summary%E2%80%9D-layout):

  • Claim reference with insured object name

  • Claim status: current state of the claim. Can be Registered, Open, or Closed.

  • Claim Handler: name of the person who handles the claim.

  • Product: name of the policy that the claim is made on

  • Organization: name of the organization that the claim is made in

  • Reported Date: date that the claim is reported

  • Date of Loss: date that the claim happens

  • Account Name, Phone number, Email, NIN/Org. No.…: policyholder / customer information

  • Outstanding Reserve: Total Outstanding Reserve (Indemnity/Expense)

  • Payment: Total Payment (Indemnity/Expense)

  • Recovery: Total Recovery Estimated

  • Received: Total Recovery Received

  • Created date and user name

  • Last updated date and user name

  • Total time spent: total of time that have been logged for this claim

Policy Information

In this widget, you can find the very basic information about the policy that is effective on Date of Loss:

  • Policy Reference

  • Policy Status: this is the current status of the policy.

  • Term: insurance period

  • Premium: policy premium on Date of Loss

  • Product

  • Covers: list of covers included in the policy and effective on Date of Loss

  • Generated policy documents available on Date of Loss

  • Deductible

If you want to update Deductible, please click on Edit button on the top-right corner.

It will show Update Policy information, enter the Deductible and

After updating, the deductible will be updated on the Policy Information widget.

 

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