Scroll to:

How to Manually Create New Claims Or Incidents in Claims Manager


Claims Manager gives you the flexibility to manually create new claims or incidents.


To get started click the “Create New Claim” or “Incident” link and a new window will appear. Select whether you will be creating a claim or incident then proceed to enter the date that the loss occurred as well as when it was reported.

Depending on your configuration, the policy number may or may not be a required field. If there is a policy associated with a claim or incident you search for it within the Claims Manager database but if you need to add a new policy you can click “Create New Policy”.

The client, line of business, and program are the first three levels of the hierarchy and it is important to note that they are dependent on each other. Depending on the client the line of business might not populate all the types of insurance available.


Options and features

In the feature to “Add section”, you can search for a contact to attach as a claim within the Claims Manager database. You also have the ability to add multiple features under one claim for example if a claimant had a car accident in damaged city property you can add utterly injury and auto to the claimant but also add a feature with property damage for the city.

Claims Manager will only populate contacts that are associated with being a claimant but you can also add a new contact. After selecting the kind of loss, insured, coverage, and status you can choose which adjuster should be assigned to the claim or incident.

Another way would be through a third-party safety system like ProcessMap that can be integrated into the queue automatically. By clicking on “details” you can view all the information that was submitted for the incident and by clicking on the “Documents” tab you can also view all the images or documentation that was uploaded to Claims Manager or a third-party app. 

Many options change when you are within an incident, one of them being that you can convert the incident to a claim without going back to the queue. When converting an incident to a claim, Claims Manager copies the information to the claim and closes the incident.

Claims Manager preserves the incident for future analysis and reporting!