Managing Cases

Managing Cases

Cases are insurance claims tracked in the system.

Viewing Cases

Click Cases in the sidebar to see all cases in a table.

Table Columns:

• Reference Number (e.g., LUCI/ICICI/DELH/MOT/MUMB/2425/001)
• Insured Name
• Status
• Insurance Company
• Claim Type
• Handler
• Start Date
• Actions (View/Edit)

Search & Filter:

• Use search box to find cases
• Filter by Status, Claim Type, Date
• Sort by clicking column headers

Creating a Case

1. Click Create Case button
2. Fill in required fields:
   • Insured Information: Name, contact, address
   • Insurance Details: Company, office, claim type, policy number
   • Loss Information: Location, date, intimation date
   • Case Details: Company office, financial year, claim amount
   • Assignment: Handler, status, department
3. Click Create

The system auto-generates a reference number.

Reference Number Format

COMPANY/INSURER/OFFICE/TYPE/LOCATION/YEAR/SEQUENCE

Example: LUCI/ICICI/DELH/MOT/MUMB/2425/001

• LUCI: Company code
• ICICI: Insurer code
• DELH: Insurer office (Delhi)
• MOT: Claim type (Motor)
• MUMB: Loss location (Mumbai)
• 2425: Financial year (2024-25)
• 001: Sequence number

Viewing Case Details

Click a case row to see:

• Full insured information
• Claim details
• Timeline/updates
• Documents

Updating Cases

1. Open case details
2. Click Edit
3. Make changes
4. Click Save

Update Status: Change status dropdown and save

Add Notes: Use the updates section to add comments

Common Actions

• View: See full details
• Edit: Modify information
• Close: Mark as completed
• Export: Download case data

Always save changes using the Save button.