ONLINE CLAIMS TRACKING

ONLINE CLAIMS TRACKINGwww.rsaconnect.rsagroup.co.uk

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a) Introduction - what is Online Claims Tracking

b) How to log on www.rsaconnect.rsagroup.co.uk

c) Becoming familiar with claims screens

d) The best way to search and track claims

WHAT’S COVERED IN THIS GUIDE

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RSA Online Claims Tracking is a secure online service that allows brokers to track the progress of customers claims via www.rsaconnect.rsagroup.co.uk

The online service will instantly reflect changes and updates to a claim’s status, allowing brokers to easily monitor the progress of a claim.

The tracking facility shows details of the claim, together with key events as they occur, including registration, payment or estimate changes, appointments, correspondence, recoveries and closure of claim.

WHAT IS ONLINE CLAIMS TRACKING

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Open your Web Browser and type www.rsaconnect.rsagroup.co.uk

The following page will be displayed:1HOW TO LOG ON TO www.rsaconnect.rsagroup.co.uk

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Enter your ‘User ID’ and ‘Password’ provided by RSA.

This will provide you with secure access to the site.

[ Enter your ‘User ID’ and ‘Password’ here ]

HOW TO LOG ON

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2You are now logged on. From the left hand side menu navigate to the Claims section.

[ Click on ‘Claims Tracking’ ]

Claims Tracking

ONLINE CLAIMS TRACKING

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3The ‘Welcome to RSA Claims’ page will now be displayed.You now need to double click on the ‘Claims On-line’ option.

[ Click on ‘Claims On-line’ ]

Claims Tracking

Claims On-line


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The ‘Claims Search’ window will now appear.Let’s take a look at this screen to become familiar with its functions.4

BECOMING FAMILIAR WITH CLAIMS SCREENS

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This is the search criteria box

A search by a ‘Claim Number’ willproduce the best result

Your Company Name will appear here


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Clicking on ‘?’ icon will provide you with helpful information about

that function


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[ Date From and To ]

Allows you to search for details relating to a specific time period. Unless modified the ‘Date from’ box always defaults as a date one year previous to today.

The format of dates is DD/MM/YY e.g. 3rd September 2009 is represented as 03/09/09.

Only claims notified on or after the date your company gained access to Claims Tracking can be viewed.


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[ Event Type ]

Allows you to select between viewing all types of events by selecting ‘All’ or by selecting a specific event type from the drop down menu e.g. Registration.

NB. Not all event types will apply to all claims e.g. NCD status update is only relevant for motor claims.


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[ Events To View ]

Allows you to select between viewing all events occurring in the date range entered or just the latest i.e. most recently occurring events in that range.


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5Let us now look at how to enter a Claims Search

The best way to enter a search is in the following way:

[ ] Enter Claim Number

[ ] Now click searchW1234


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You can now see the latest events from the claim within the last year

You can obtain information by clicking on the ‘Claim Number’


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You can gain access to all events for the claim by clicking on ‘Event List’ on bottom of screen


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This is the events screen

Our search has enabled us to show the full list of events, from claim registered to claim closed


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Let us now look at what information is on this page


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The date of update on claim


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Policy Holder Name


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Policy Number


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Claim Number


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Event Description


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You can now see each part of the claim from start to finish

Any field that is enclosed with [ ] within the ‘Claim Number’ and ‘Event Description’ fields are available to view information

All other fields are static


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If you click on the ‘Claim Number’ next to the [Claim registered] field you will be able to see the details of the claim


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You can now see all the information regarding the Claim

The three fields identified will change as the claim progresses

Clicking on ‘Previous’ will take you back to Event List


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You can now click on the [Claim registered] field to look at the information contained


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This is the information that is shown in a claim registration

Click on ‘previous’, to return to the Event List.


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You can now click on the [Third party information update] field to look at the information contained


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This is the information that is shown in a [Third Party Information Update]

Click on previous to return to Events List


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Whilst Claim Number is the best way to search, you can also use one of the other methods if you only have limited data:

[ ] Policy Number

[ ] Policyholder Name

[ ] Alternative Name

(Block Policies)

[ ] Vehicle Registration Number

[ ] RSA Agency Number


SUMMARY

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[ 1 ] The best way to track claims is by always inputting the Claim Number

[ 2 ] Claims Online will save you time and is available 24hrs a day, seven days a week

It really is that simple!

THE BEST WAY TO SEARCH AND TRACK CLAIMS

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Email us at:

[email protected]

with your contact details:

[ ] Name

[ ] Company Name

[ ] RSA Agency Number

[ ] Address

[ ] Telephone Number

HOW TO REGISTER ON ONLINE CLAIMS TRACKING

Documents

ONLINE CLAIMS TRACKING