Report a Claim

  • Claim Menu
  • Select Type of Claim

the client completes the form and enters their claim details – the form is just a sample so don’t complete it.  Scroll  to submit to see what happens after then enter details.

  • Auto Claim Details

the client completes the form and enters their claim details – the form is just a sample so don’t complete it.  Scroll  to submit to see what happens after then enter details.

  • Property Claim Details

the client completes the form and enters their claim details – the form is just a sample so don’t complete it.  Scroll  to submit to see what happens after then enter details.

  • Other Claim Details

Below is the confirmation screen and what the client and Service team will see after the submit button is clicked. 

  • Email to insured confirming request details – comes from service team member

  • Email to Service team with same details – CSR 24 service request in subject

  • SYNC activity attaches to EPIC as closed to record transaction. You will want to use the Activity from the applicable workflow to actually record the change.