Death Claims

This page allows you to create Death Claims Procedures for a specific county in any state. A number of documents can then be added to each death claim procedure.

To access the page, select Death Claims from the Admin menu.

To create a Death Claim Procedure

1. Click on the Actions button followed by Create Death Claims Procedure link.
2. Select the State and the desired County on the pop-up.
3. Click Create.

A table is created that displays the information selected.

To enter procedures

1. Select the desired County and click on the column for Procedure.
2. An Inline edit box appears where in you can enter desired procedures. Click CTRL + ENTER (keyboard shortcut) to enter multiple lines.

To select a contact

1. Select the desired County and click on the column for Contact.
2. An Inline edit box appears where in you can select the desired contact from the list provided. Navigate to Contacts page to add new contacts.

To add documents

1. Click on the Add documents button.
2. You can either select the document to be uploaded or drag the document into the upload zone.
3. The document date and description fields are optional.
4. Click SAVE.

All the uploaded documents will appear on the top of the page. The document count will be displayed on the table for each County.

To delete a death claim procedure

1. Click on the three dots action menu next to the State column.
2. Click on the delete button on the pop-up to successfully delete a procedure.

The configured death claim procedures along with contact details and documents shall be displayed on the Case, Insured (Servicing tab) when the County is selected as the County of death.