Customize your policy information template
In the Policy tab of Claim Settings, you can specify which policy information fields appear when a user creates a new claim. You can also determine which fields are required or editable.
- Click Admin in the left-hand navigation.
- Select Claim Settings.
- Click the Policy tab.
- Click the General section to expand it. The section contains a list of policy information fields and menus, as well as Hide, Show, and Required columns.
- Select an option for each field:
- If you don't want a field to appear, select the Hide option.
- If you want a field to appear, but don't want it to be required, select the Show option.
- If you want a field to appear and be required, select the Required option.
- Click Save at the bottom of the section.
- Click Publish at the bottom of the page to apply your selections to new claims.Claims created before you click Publish won't have your changes.
Field and menu definitions
Currency: The default currency used in your account's claims.
Policy number: The identifying number assigned to an insured's policy. You can create a policy number template for your claims in the Number field. For more information, see Create a template for policy numbers.
Item number: The identifying number assigned to a claim by your company.
Inception date: The date the insured's policy was purchased.
Effective date: The date the insured's policy goes into effect.
Expiration date: The expiration date of the insured's policy.
Risk address: The address of the insured property.
Mortgages: The identifying numbers for mortgages the insured has on the property.
Mortgagee: The name of the lender providing the mortgage on the property.
Mortgagor: The name of the borrower that pays for the mortgage on the property.
Loan number: The identifying number for the insured's loan.