Search Insurance Claims

The instructions in this article relate to Search Insurance Claims. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Search Insurance Claims is used to search Insurance Claims data across all buildings in a portfolio.

This search assists with reviewing insurance claim records and producing global reports across the portfolio. Results can be saved for ongoing use, exported to Excel, or produced as a PDF-style document.

Searches

Many search screens use the same layout and tabs, even though each one reports on a different area of data. Once you understand how the search screen works, the same process can be applied across a range of searches.

Search Insurance Claims | Security

To access Search Insurance Claims, the user must have permission set to Allow for Search Insurance Claims under the Menu category in Security Setup.

Search Insurance Claims | What it can report on

Search Insurance Claims can report on Insurance Claims records across the portfolio. This includes fields such as Incident Date, Claim Number, Date Lodged, Amount Claimed and others.

This is useful when you need to review insurance claims across one building or many buildings, identify specific claim records, or produce a list for reporting and export.

Search Insurance Claims | Recommended search examples

Review insurance claims by incident date

This search can be used to review insurance claims recorded for a specific policy type.

1. Search for or select Search Insurance Claims.
2. Review the default Current Building field and adjust as needed.
3. Click the  to add the Incident Date field.
4. Select the required Condition and Value.
5. Click Refresh to load the results.
6. Click Export for Excel results or Print for a PDF report.

Find insurance claims by insurer

This search can assist with reporting on claims recorded against a particular insurer.

1. Search for or select Search Insurance Claims.
2. Add the Insurer field to the Restrict To tab.
3. Select the required Condition and enter the Value.
4. Click Refresh to display the matching claims.
5. Click Export for Excel results or Print for a PDF report.

Review insurance claims that have been paid

This search can be used to report on insurance claims that have been paid using the Date Paid field. This field can also be inserted as a column to view.

1. Search for or select Search Insurance Claims.
2. Add the Date Paid field.
3. Select the required Condition and Value.
4. Click Refresh to load the results.
5. Click Export for Excel results or Print for a PDF report.

Save and export insurance claim results

This search can be used to save a frequently used insurance claim search and export the results for reporting.

1. Search for or select Search Insurance Claims.
2. Set the required search fields, conditions, and values.
3. Click Refresh to load the results.
4. Click Export if the results need to be exported to Excel.
5. Optionally, save the results as a saved search for later use.