Aggregate Financials

Follow the process outlined below to document and work with aggregate claim financial information. Depending on your particular claims scenario, you may wind up skipping some of the process steps.

Aggregate Financials Process

1

Document an Aggregate Overpayment

2

Edit an Overpayment

3

Refund an Overpayment

4

Write Off an Overpayment

5

Document a Claim Refund

6

Create a New Loss Adjustment Expense

7

Edit / Delete a Loss Adjustment

8

Create / Edit Aggregate Adjustments

9

Document Monthly Claim Amounts

10

Manually Adjust Policy Reserves

11

Print a Reimbursement

12

Request a Check

13

Request a Loss Adjustment Check