How to Enter/Manage Claims
Below are the steps for entering and managing claims in Inline CRM.
How to enter a claim
A. Locate the Customer using the
Search icon
B. Under the “Policies” tab, click the policy link to be taken to the customers Policy page
C. Click the Claims tab – MUST BE ON A POLICY PAGE TO VIEW CLAIMS TAB
D. Click on the Green Plus symbol to add a new claim
E. Enter relevant information in the fields – (You must have a claim date and a claim amount to save)
F. Click on the Green plus symbol at the bottom to Add Repair Type
G. Click the Save icon to save all entries – YOU HAVE TO HIT SAVE 2X (see screenshot below)
*Claim status is important to mention so review the following statuses*
Closed > the claim has been closed
Denied > not qualified within policy
Pending > In progress
Paid > the claim has been paid
To Delete or Edit a claim, click on the Pencil icon > Update > Save Entry
(Completed claims entry screenshot on next page)
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