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Linking a Claim to an Insurer
Linking a Claim to an Insurer

Keep track of the claims for each insurer.

Elisa avatar
Written by Elisa
Updated over a week ago

When processing a claim, an insurer may be involved. By linking a claim to an insurer, Claimable ensures that claims are correctly categorised and associated to the insurer involved in the claim process.

Creating an Insurer

In order to be able to link a claim to a broker you first need to create a company with the type “Insurer”. In fact, only once you have at least one broker in your company list, you will be able to see the Insurer field on your claims.

To create an insurer, click “+ New Company” on the Companies tab.

When creating the company, choose the type "Insurer", and fill out the necessary information, such as its contact and address details.   

Linking an Insurer to a Claim 

You can link an insurer to a claim from the Claim Details tab within a claim. All the companies with the type “Insurer” are available to choose from the Insurer field drop-down menu. Simply choose the company you want to link to the claim and click “Save”.

Remember, the Insurer field will only show up if you have at least one company saved with the type "Insurer".

Filtering on Insurers

Once you have linked some claims to insurers you have the option of filtering claims by the insurers they are linked to. When adding or editing a filter on the Claims tab, specify under the conditions which insurer you wish to filter on.

The filter will only show claims linked to the specified insurer.

Need help?

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