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Claim Sharing with Multiple Insurers

 

 

 Claim Sharing with Multiple Insurers

Last updated: 5/5/2020

 

Overview 

 

Claim Sharing is used when there is more than one Insurer involved in a claim and payments will need to be shared by each. This is accomplished by adding each Insured to the Claim and assigning the percentage that each is responsible for.

 

Setting Up Claim Sharing 

 

To create Claim Sharing on a Claim follow the instructions below:

 

  1. Click on Manage Claims
  2. Locate the correct Claim and Click on the File Number

3. Click on Claim Share 

4. Check mark the box to Add New Claim Share

5. Click the drop-down box and select the Client Company

6. Select a Contact

7. Include the Client Claim #

8. Select from the drop down for the Contract

9. Add the Policy #

10. Add the % of the shares for this Client Company (total shares must total 100%)

11. Click on Save Claim Share

 

Continue adding additional Insurers by following steps 4 through 11 until complete.

 

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