This video tutorial discusses the features, functionality, and fields found on the claim's "Policy" tab. Use the video's chapters to navigate to a specific topic within the video itself. Use the displayed links, when available, to navigate to additional videos and/or articles related to this claim tab.
Video Chapters
- Introduction to the Policy Tab
- Claim Ribbon and Action Buttons
- Read-Only Fields
- Policy Information Section
- Coverage Verified Field
- Verified as NOT Duplicate Claim Field
- Activity - Potential Duplicate Claims Widget
- Required and Duplicate Fields
- Deductible Amount Field
- Save Policy Button
- Limits Section
- Reserves and Indemnity Sections
- Outstanding Reserves Section
- Building Information Section
- Client Section
- Agent Information Section
- Mortgage Information Section
- Contact Us
Related Videos/Articles
- Policy Tab Article
- Deductibles Worksheet Video Tutorial
- Deductibles Worksheet Article
- Send Email Button Video Tutorial
- Sending Text Messages Video Tutorial
- Policy Tab Video Tutorial
- Contacts/Claimants Tab Video Tutorial
- Vendors Tab Video Tutorial
- Documents Tab Video Tutorial
- Claim Ribbon Indicator (CRI) Article
- Summary Article