Looking for data within a software program needs to be as easy and uncomplicated as possible. ClaimZone Manager understands! Whether you're looking for an occurrence, a claim, a policy, or a contact, the method used for finding that item should be the same. In other words, the way the screen is designed, and the way functions work should be the same no matter what you're looking for.

The Search screen in ClaimZone Manager is used for finding any of the items mentioned above. It looks, feels, and works the same. The only difference is the fields used in your search. For example, it doesn't make sense to have "claim number" as one of the search fields when you are looking for a policy.

The screen shown below, is a typical search screen. In this case, the user is looking for a particular claim, where the claimant's last name is Willis.

Click image to enlarge.

Note the other fields that could be used in your search. You may know the data of loss was in August, but you're not sure of the exact date. You could enter 8/1/2003 for the "Date of Loss After" field, and 8/31/2003 for the "Date of Loss Before" field. This would give you a list of all claims with a date of loss in August 2003.

You may narrow that search even further by entering data into any of the other search fields. If you know the Last Name, First Name, Line of Business, or any other field, enter the data to narrow your search. The more data you enter into the search fields, the smaller the list returned, and therefore, the easier it will be to find your exact match.

Obviously, by using a field like the Claim Number, you are telling ClaimZone to go find a specific claim, rather than a group of claims, since no two claims will ever have the same claim number.