Creating & Managing Claims

Claims are the core of Claim Atlas. Each claim tracks a single loss — the insured, carrier, adjuster assignment, documents, notes, expenses, and timeline — all in one place.

Creating a new claim

Click + New Claim on the dashboard. The required fields are:

• Claim # — the claim number assigned by the carrier. This is how you and the carrier reference the claim, so enter it exactly as it appears on the assignment letter.
• Insured — the policyholder's name (person or business).
• Insurer — select from your saved carriers, or add a new one inline.
• Claim type — Property, Auto, Liability, Workers Comp, or Commercial.
• Loss date and Due date — when the loss occurred and when your report is due to the carrier.

Optional fields include priority, estimated value, loss type, contact info, and description.

The claim detail page

After creating a claim, you land on its detail page. This is where all the work happens. From here you can:

• View and edit claim info (click any field to update it)
• Add notes and time entries
• Upload photos and documents
• Track expenses (mileage, lodging, meals, etc.)
• Set reminders so nothing falls through the cracks
• Monitor SLA milestones against the carrier's timeline
• Generate carrier reports with one click

Claim statuses

Every claim moves through four statuses:

• New — just created, not yet started
• In Progress — actively being worked
• Under Review — report submitted, waiting on carrier
• Closed — complete

Change the status from the claim detail page. The dashboard sorts and filters by status so you can see at a glance what needs attention.

Priority levels

Claims can be marked Low, Medium, High, or Urgent. Urgent claims float to the top of every list and show a red badge on the dashboard.

Filtering and search

The dashboard supports filtering by status, priority, insurer, adjuster (on team plans), and date range. Use the search bar to find claims by number, insured name, or description.

Deleting claims

Only admins can delete claims. Deletion is permanent and removes all associated notes, files, reminders, and expenses. If you're not sure, change the status to Closed instead.