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Claim Form

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Claim Form

Owned by Anne Vu: Insurance-VN
Last updated: Apr 18, 2022
2 min read

This tab displays the form that you can put in details about the claim. This form can be customized for specific products. See Claim Form Layout.

There are several sections which are provided out of the box and default available for all products . Surely, you can customize these sections for your own claim system (See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1761935570/Claim+Form+Layout#%E2%80%9CClaim-form%E2%80%9D-layout). For example (the screenshot above):

  • Claimant: where you fill in claimant information. Claimant information can be copied from Policyholder.

  • Claim Details: contains some basic questions about the current claim.

  • Previous Claim Details: contains some basic questions about the previous claim history.

  • Others: contains questions to get other claim information.

Basically, the content structure in Claim tab has three parts as the following:

“Claimant” section

This is the fixed section to capture claimant information. You can enter claimant information manually or copy from Policyholder or select from recipient list (See Recipient Management).

When you select an existing recipient from the list Select From Recipient List, system will automatically populate recipient information into claimant fields. For ex:

If you enter NIN/Org. No. into NIN / Organisation No. field and click on Magnifier icon, system will try to search for the account with that NIN/Org. No.. If there is a matching account, it will show a confirmation like this.

If you select Yes, the account information will be populated into claimant fields.

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