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Checking the Policy Validity and Coverage (End User)

When a call center agent receives a call about a claim, she must check that there is a valid policy associated with the claim and that there is appropriate coverage.

This task is a step in Process of Managing Claims.

To check policy validity

1. Navigate to the Contacts screen.
2. Search for the contact.
3. Drill down on the contact.
4. In the Summary view, select the appropriate policy.
5. Drill down on the policy and check whether:
   • The contact has a valid policy.
   • The contact has the right sort of coverage for the claim, for example, for an auto policy, the right coverage for driver and vehicle.
   • Claims are already associated with the policy.