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To create a new claim, navigate to the Claims page and click the "Create New Claim" button. Fill out the required information including customer details, claim type, and description. You can also attach supporting documents like photos and invoices. Once submitted, the claim will be automatically assigned to a team member for review.

You can track claim status from the Claims Overview page or Dashboard. Each claim displays its current status (Pending Review, In Progress, Awaiting Response, Resolved, or Escalated). Click on any claim to view detailed information including the activity timeline, comments, and next steps.

The Reports page offers several pre-built reports including Claims Summary, Performance Metrics, Financial Summary, Team Performance, Customer Satisfaction, and Trend Analysis. You can also use the Custom Report Builder to create tailored reports with specific data points and date ranges. Reports can be exported in PDF, Excel, CSV, or JSON formats.

Navigate to Admin Settings where you can manage users, assign roles, and configure permissions. You can invite team members via email and assign them to specific claims or departments. Different role levels provide appropriate access to features based on their responsibilities.

Yes, administrators can customize KPI definitions, set target values, and configure alerts in the Admin Settings. You can define what metrics are most important to your organization and track them through the KPI Analytics dashboard. Custom metrics can also be included in reports.