Broker Claims Reporting

Brokers can add and review claims information associated with policies they manage. This will have to be enabled in the scheme settings under the advanced tab:

When a broker logs in and accesses their policy:

1.  If the policy is On Cover, you will be able to add a claim. You´ll see if a policy is On Cover by looking at the status on the right:

2.  Head to the claims tab. If there are any claims, you will see them in a table format. Head to the claims tab. If there are any claims, you will see them in a table format.

3. To report a claim, head to the right and select “report a claim”:

4. A pop-up will appear asking you to fill in the claim details. You can also upload any files that may be relevant:

5. Once you hit “report claim” at the bottom and refresh, you will see your claim added to the claims table under the claims tab: