Description: The policies and accounts module now includes a claim tab.
Benefit: Convenience in viewing claims associated with an account.
- Navigate to the account module.
- Click on an account to go to account 360.
- Navigate to the claim tab. All the claims related to that account will be visible.
Note- You can view the claim tab in the policies module.
Note – Additionally, a deal card can be created in the claim tab’s action section.