Insurance claims landing pages and workspaces

In the Insurance claims application, you can view summaries of your claims work in the landing page. You can also work on your claim tasks from the claim workspace.

Landing pages

The following dashboards are included as part of the Insurance claims application:

• Claims Processor landing page
• Claims Adjuster landing page
• Claims Manager landing page
• FNOL landing page (as part of Financial Services Operations Core)

Each Insurance claims role can have a different landing page.

For example, in the included travel insurance claim line of business (LOB) model, the following table shows the layout of what each role sees.

Table 1. Landing pages for roles in Insurance claims

Role	Landing page elements
First notice of loss (FNOL) representative	List of draft claims List of all open claims
Claims processor	Claims overview (such as the number of new claims, high-priority claims, claims not updated in the last 7 days, overdue claims, and claims that are pending an adjuster assignment) List of user's pending tasks List of user's open claims
Claims adjuster	Claims overview (such as the number of new claims, rejected reserves, rejected payments, overdue claims, high-priority claims, claims pending document verification, and claims that haven't been updated in the last 7 days) List of user's pending tasks List of user's open claims
Claims manager	Claims overview (such as the number of new claims, high-priority claims, overdue claims, claims that haven't been updated in the last 7 days, claims pending document verification, pending tasks from the user's teams, and claims pending an adjuster assignment) List of user's pending tasks List of user's pending reserve and payment approvals All open claims

Case section tabs

In the Insurance claims application, you can use section tabs to add information on the claim case. For example, in the base level travel insurance LOB model, the following table shows the section tabs that are available.

Table 2. Case section tabs for cases in Insurance claims

Section tab	Description
Playbook	Displays the responses to the FNOL intake playbook.
Claim summary	Displays a summary of the claim. See Reviewing claims in the claim summary.
Details	Contains the details on the claim case record, such as the case number, consumer or account, insurance policy, case status, or case work notes.
Customer information	Contains the workspace cards that show the customer record details, policy overview, claim overview, insurance policy details, case history, or recent phone and chat interactions.
Task SLAs	Displays the associated task service level agreements (SLAs).
Tasks	Lists the adjuster tasks for this claim.
Interactions	Lists the interactions with the claimant.
Emails	Lists the emails for this claim.
Document verifications	Lists the document verification tasks for this claim.

Reviewing claims in the claim summary

The claim summary contains an overview of the claim's status, its participants, and data about the coverages and financials.

Note:

FNOL representatives don’t have access to this workspace.

For example, in the Insurance claims application's travel insurance LOB model, you can navigate through the sections in the following table.

Table 3. Claim summary containers in Insurance claims

Container	Description
Claim details	Displays the details about the claim number, policy holder, policy snapshots, priority, stage, report date, and incident date.
Claim SLAs	Displays the service level agreements (SLAs) for this claim and the remaining business time left of the SLA.
Adjuster tasks	Lists the adjuster tasks that are associated with the claim, including the status and the assigned adjuster.
Incident details	Displays the incident details for the claim.
Claim participants	Lists the claim participants.
Claim status	Displays the status progress of the claim.
Coverages and financials	Displays the coverages, reserves, and payment information for this claim.
Notes and activities	Displays the work activity and work notes against this claim.

Working on adjuster tasks in the claim workspace

Use the claim workspace to get a unified view of all the actions that you can perform as an adjuster on an Insurance claims claim. From the claim workspace, you can work on a claim to verify documents, evaluate claim coverages, determine claim payout details, and approve a settlement for a claim.

For example, in the included travel insurance LOB model, you can navigate through the sections that are shown in the following table.

Table 4. Claim workspace containers in Insurance claims

Container	Description
Claim details	Reviews the details about the claim number, policy holder, policy snapshots, priority, stage, report date, and incident date.
Incident details	Reviews the details about the incident records.
Claim participants	Views the claim participants and their roles.
Adjuster assignment details	Updates the assignment group and who the case is assigned to.
Tasks	Views, creates, and works on the adjuster tasks for the current claim case.
Coverages and financials	Works on the claim coverages, reserves, and payments.