Objective

This Knowledgebase article guides team members on how to use policy detail flags in Claim Wizard to mark specific instances within a policy for easier reporting and quick reference, without needing to review the entire policy document.

Key Steps

1. Access ClaimWizard and navigate to the desired claim.
2. Navigate to the Insurer & Policy tab on the left-hand side bar to access policy-related information.
3. Navigate to "Policy Details" to view a variety of information that can be tracked on the policy.
4. Click on "Edit Policy Details" to reveal additional checkboxes for indicating specific details within the claim or policy.
5. Select the relevant checkboxes based on the information in the policy, such as the appraisal clause, arbitration clause, or right to repair.
6. Save the changes to mark the selected details on the policy.

Cautionary Notes

• Ensure the checkboxes are selected accurately to reflect the information in the policy.
• Avoid marking checkboxes that do not apply to the specific policy to maintain accuracy.

Tips for Efficiency

• Use color-coding (e.g., marking important details in red) to easily distinguish flagged information.
• Extracting information from the policy and entering it into Claim Wizard can streamline the assessment of claims, statuses, deadlines, and important clauses without needing to refer back to lengthy scanned documents.