Viewing loss claims from an account

The Claims screen in an account lets you view claims associated with the account. You only see claims for which you have view permission on the policy. You can view this screen by navigating to an account then clicking Claims in the left sidebar. This screen is similar to the Claims screen for policies except that it retrieves claims for all policies in the account. The account Claims screen displays Product and Policy Number in the account claim list and Claim Details.

Like policies, you can filter the search results by policy period. You can also filter the results by product. The Product drop-down menu displays products for which the account has policies.