Declaring and tracking insurance claims

Purpose

The "Insurance claims" screen lists damage occurring in co-ownership properties, including their type, date, insurer, estimated damage, and indemnity. Each claim retains its documents and follow-up tasks, which allows you to reconstruct the file at any time.

The declaration to the insurer is sent by email with the attached files, and a follow-up is automatically scheduled in order that the file does not remain without a response.

Where to find it

1. Co-ownership
2. Insurance claims

Steps

1. Click on "New", select the "Co-ownership" and the "Type", and then enter the date in "Occurred on", the affected lot, and the "Description".
2. Specify the "Insurer", the "Insurer email", and the "Policy number", as well as the "Estimated damage" if you know it.
3. Use the "Attach a file" action to add the photos, estimates, or reports required for the file.
4. Click on "Declare to the insurer" in order to send the claim and its documents to the insurer email address.
5. Update the record as the file progresses with the adjuster, the "Adjuster visit", the "Excess", the "Indemnity", and the status.

Good to know

• The "Declare to the insurer" action only appears when the insurer email is entered and the claim is "Open" or "Declared".
• After the declaration, the status changes to "Declared" and a follow-up task is created for 14 days.
• The "Follow-up task" action creates a 7-day task assigned to you, which appears in "My tasks".

Related guides

• Co-ownershipManaging co-ownershipsCreate the association of co-owners and track its lots, funds, arrears, and documents on a single profile.
• Co-ownershipTracking contracts and inspectionsRecord maintenance contracts and mandatory inspections, so that REOS creates the tasks before each notice period and each deadline.
• Getting startedTracking my tasksThe list of tasks assigned to you, complete with their due date, priority, and direct access to the relevant record.
• OperationsMaintaining the supplier databaseCentralise contractors and service providers with their trades, contact details, insurance, ratings, and contacts.
• OperationsTracking maintenance requestsRecord, prioritise and close maintenance tickets for your units, then convert them into work orders.