Add a Loss Notice

Use the following workflows to add a Loss Notice.

• Add a Loss Notice from the Claim List
• Add a Loss Notice from a History Policy

If you need to add a claim for a policy not in TAM, modify the current policy/billing screen to reflect expired policy period information. Follow the steps in Add a Loss Notice from the Claim List, and then modify current policy/billing screen to reflect information as it appeared prior to revising it.

Add a Loss Notice from the Claim List

1. At Home Base, click Clients & Files.
2. Select Customers from the dropdown menu above the list.
3. In the list, select the customer for whom you are adding a loss notice and click the Claim List button.
4. From the Claim List, select the claim.
5. Click Options and select the type of claim (Property/Travel, Motor Car, Motor Theft, Public Liability, or Employers Liability).
6. Click Yes to confirm that this is a new loss notice. If you are entering an automobile loss or property loss notice, you may be prompted to select a vehicle or location. Make the appropriate selection and click OK.

7. Review and complete all sections of the loss notice by clicking the tabs on the bottom or using the [Page Up] and [Page Down] keys.
8. Click File and Exit.

In addition to the Loss Notice, claimants must be added through the Add a Claimant workflow.

To send a letter related to a loss, see Create a Letter Pertaining to Loss.

Add a Loss Notice from a History Policy

1. From the Customer List, select the applicable customer.
2. Click the Policies button.
3. On the Policy List screen, click the History tab.
4. Select the policy associated with claim.
   Note: Policies that display in red are expired.
5. Click the Options button and select Add a Claim.

6. Select the applicable claim code and click OK. The New Claim Detail screen displays.
7. Enter or revise any relevant information on the Claim Detail screen in the fields provided and click OK.

• In the Risk field, enter the description of the item or individual involved in the claim. This information will not print on the Loss Notice.
• The information in the Description text box will default into the Loss Notice.

8. Click Claims.
9. From the Claim List, select the claim for which you are adding a loss notice.
10. Click Options and select the type of claim (Property/Travel, Motor Car, Motor Theft, Public Liability, or Employers Liability).
11. Click Yes to confirm that this is a new loss notice. If you are entering an automobile loss or property loss notice, you may be prompted to select a vehicle or location. Make the appropriate selection and click OK.
12. Review and complete all sections of loss notice by clicking the tabs on right or using the [Page Down] key.
13. Click File and Exit.

In addition to the Loss Notice, claimants must be added through the Add a Claimant workflow.

To send a letter related to a loss, see Create a Letter Pertaining to Loss.

Create a Letter Pertaining to Loss

Use the following steps to create a letter pertaining to a loss.

1. Select the applicable claim from the Claim List.
2. Click the Options button and select Workflows, Letters, Formletter.

3. Select the applicable policy.
4. Select the applicable formletter.
5. Select an attachment category.
6. Click OK. The formletter opens in Word, and the data merges. (It may take a few moments for the data to merge.) For further information, see The Word Integration Interface at the Client/File Level.