Electronic Claims File On-line Guidelines for Brokers Version 1.9 ...

1 OVERVIEWThis guide has been prepared to assist Brokers in creating Advice & Settlement transactionsvia CLASS @ Lloyd’s and adding documents to the IMR, during the testing process andbeyond. Guidance will be given on the general functionality of the IMR, and to interpretcarrier responses emanating from Electronic Claim File (ECF) via CLASS and the IMR. Itshould be read in conjunction with the Systems Processes and Procedures document whichis available from the Market Reform web site:http://www.marketreform.co.uk/.This guide is aimed at Lloyd’s Brokers, for entry via CLASS @ Lloyd’s, and subsequentloading of documents to the IMR. The guide is up-to-date on the date of issue, and may besubject to further changes & re-issued.The first part of the guide concentrates on the CLASS data entry screens, and navigatingaround the relevant enquiry screens to establish the claim status, and where to look forcarrier responses and comments. The second section covers how to load documentscorrectly to the IMR. Section Three covers the different response scenarios, with guidanceon query resolution and tracking the claim transaction through to completion.A more in depth Xchanging ECF guide can be downloaded from the Market Reform websiteabove. It is aimed primarily at Syndicates and Managing Agents, but there is a section ongeneral repository functionality that will assist with additional actions not covered in thisguide.It is crucial that the CLASS @ Lloyd’s transaction is created first, otherwise you will not beable to attach the claim documents to a transaction on the IMR. It is the creation of theCLASS record that will generate the claim area on the IMR.________________________________________________________________________________________Author: Xchanging Ins-sure Services 4 of 54 Date: 7 th December 2009H/Electronic Claims File – On-line Guidelines for Brokers – Version 1.9