Claims

1. Go to Expert Insured and log in >> From the Home page, go to Create >> Select Claim.

2. Locate the policy you are entering the claim under.
1. Enter the insured’s name or policy number>> Click Search.

2. Select the applicable result >> Click Continue.

3. Fill in the Claim Summary with the provided information.

1. Enter the Claim Number.
2. Enter the Date of Loss and Date Reported.
3. Select the applicable Location Address.

4. Select the Category >> Enter a Brief Description of the claim >> Click Continue.

4. If the Claimant is known, click on the plus sign icon to enter their information.

1. Enter the claimant’s name, contact information, and the Summary/Description of the claim >> Click Save.

5. Click Continue.

6. Attach the Claim Documents provided (if any).

1. Click Browse >> Select the document >> Click Continue once it is attached.

2. Type: Claim Acknowledgement >> Click Continue

7. Send acknowledgement to the insured/agent.
1. Click on ‘To’ and select the recipient.
2. Click Continue.

8. Send the claim information to the carrier.
1. Click on ‘To’ and select the recipient.
2. Click Continue.

Send the claim information to the broker (or click Bypass if you already did).

*Claims section when you open the policy: