Managing Claims in Control360

Welcome back to Control360!

Today’s blog discusses the Claim tab.

The Claim tab is the landing page. It is a quick overview of the Claim. See below for an in-depth overview of each item.

1.     This is the name of the Litigation

2.      Defense File No: This is the Defense firms internal file number

3.      MDI File No: This is the MDI number we create for the case for internal tracking purposes

4.      Open Date: This is the date this file was created in the MDI system, not the origination date of the actual case

5.      Case Manager: This is the person in charge of this claim at MDI

6.      Case Analyst: is the secondary person handling the claim at MDI

7.      Case Status: This is the current status of the case as advised by the Defense Firm. It can be: Open, Going to Trial, Settled, Closed

8.      Last Funding Request: This is the date that MDI last submitted funding requests to the Additional Insureds

9.      Loss Location: City and state (when applicable)

10. Defense Firm: This will provide the Name of the Defense Attorney

11. Partner: The name of the partner handling the case

12. Attorney: The name of an additional Attorney handling the case

13. Paralegal: The name of the paralegal handling the case

14. Billing contact name: The name of the person handling the billing for this case

15. This section offers the ability to enter either a Secondary Law Firm or the Coverage Attorney when applicable

16. Matrix Start Date: This is the First date of service provided on the very first Invoice we received

17. Total number of Insureds: This amount includes every AI that was involved: Active and Inactive

18. Total number of Insurers: This amount includes every Insurance company that covered the above AI’s: Active and Inactive

19. Total number of Vendors: Total number of Vendors that have submitted invoices

20. Total number of invoices: Total number of invoices from all parties (Attorney’s, Vendors, Experts, etc.)

21. Total Adjusted Amount of Invoices: This can differ from the Total Courtesy Amount of Invoices as a Vendor might submit an invoice but the Defense Firm doesn’t approve all of it. So these will track what was submitted versus what was approved

22. Currently Participating Insureds: These are the Additional Insureds that are still Actively participating

23. Currently Participating Insurers: These are the Insurance companies representing the Actively participating AI’s (#22 above)

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This concludes our overview of the Claim tab. Tune in next time where we will cover the Payments tab!