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

Fig 37The UMR folder contains:• Slip Documents• Policy Documents• Misc/Historical Documents.• Claims – a list of claims against the policy are shown within the Claims folder. If thereare more than 10 claims, press the ‘More’ tab to view list of claims. Alternatively,select the claims title bar to display the list of claims.• An extract of the Original Signing Information is shown at the bottom of the page,only if the premium was created using A&S.Add documents into the slip and policy document folders in the same way that youadded the claim documents into the claim folder. If the Broker is loading documentsvia A&S these folders will already be populated.To get back to your Claim, select the UCR link in the claim folder.Once you have added all relevant documentation relating to the Claim & Policy, it isready for agreement by the Lead Syndicate & XCS.________________________________________________________________________________________Author: Xchanging Ins-sure Services 42 of 54 Date: 7 th December 2009H/Electronic Claims File – On-line Guidelines for Brokers – Version 1.9