It would be great if, when the insured is closing out of Succeed (or perhaps when they select “incident”) a window would pop up stating “the incident entered has not been submitted to the carrier as a claim” – with an option to continue or return to submit the claim (or the “incident” field doesn’t allow them to move forward until they confirm they do not want a claim reported to the carrier).
Guest
| Reporting Customer | Teresa Sand @ Vantreo |
I 100% agree that this is an issue. It is far too easy for the client to close out from the IT without submitting a claim. They think the claim has been submitted, and we have no idea they have even input any information into the IT. This is a huge concern for a broker. This is a potential relationship killer as an unsubmitted claim can open up a Pandora's box of issues. The system should default to submitting a claim when the user selects the claim option during the setup of the incident. This would be my first preference. Barring that, there should be an intentional step required to close out of a "Claim" without submitting it... such as the pop-up suggested above.
I have a client with multiple locations that use the IT heavily and every single manager closes the claim without submitting the claim. A pop up question reminding them the claim hasn't been submitted would be extremely helpful.