How to finalise a claim

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Once an assessor has made a recommendation on a claim, the claim will be submitted for review by a supervisor.

To review a claim decision:

1.  Click View on dashboard in the body of the email to open the claim.

 

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2.  To access a claim that needs to be reviewed when you’re logged into the dashboard:

       Navigate to the Claims view. You can search for the claim that you’d like to review by:

    • The claim number.
    • The claimant name.
    • The policy number (that the claim is linked to).
    • The policyholder name.

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3. When you’ve opened the relevant claim, review the details of the claim and the supporting documents.

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Once you’ve done that, either agree or disagree the assessor’s findings by selecting the relevant recommendation and you will be asked to confirm your decision:

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Once the decision has been approved, the claim will be finalised:

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If the claim has been rejected, it will be sent back to the claims assessor:

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