Add a Claimant

1. At Home Base click Clients & Files.
2. Select Customers from the dropdown menu above the list.
3. In the list, select the customer whose claim you are adding a claimant to and click the Claim List button.
4. Select the claim.
5. Click the Options button and select Claimants.
6. At the Claimant List, click the Add button below the button bar.
7. Enter the following information.
   • Name: Claimant's name, (last name, first name) for search purposes
   • Attn: Attention field (used for marketing searches)
   • Street: Street address
   • City: City of residence
   • State: State of residence
   • Zip: Zip code
   • Res: Residence phone number
   • Bus: Business phone number
   • Fax: Fax number
   • Loss Amount: Total loss amount
   • Note: Miscellaneous note field
8. When you have finished entering the claimant information, click OK.
9. Click Yes to revise the record and file the claimant.

Note: The number of claimants displays on the Claim Detail screen.

To locate a claim by the claimant's name, at the Customers screen, click Options and select Claims by Claimant.