User’s Guide for Processing Loss Runs
Electronic Claims Assure Loss Reports - eCALR
The Electronic Claims Assure Loss Reports (eCALR) provides authorized producers and
policyholders the opportunity to generate loss runs for their respective accounts directly
from a secure internet site.
eCALR contains 5 pre-formatted reports; Claim Loss Report, Claim Loss Report by
Location; Claim Loss Report by Department, Claim Loss Report by Accident State and a
Top Cause Accident Report. The reports can be requested on a Detail and Summary
level. Reports can be printed or saved in a pdf file.
eCALR is a secure password protected site. Access is limited to those with valid IDs and
password. After entering a valid ID and password, C&F producers and policyholders gain
access to their respective claims data.
The same ID and password used for other claims resources within our secure site, CF
Connect, are used for eCALR reports. Access is allowed only to the users’ respective
data.
If you do not have a User ID and Password or have forgotten your log-in information,
please contact your local claims manager or account executive.
eCALR can be accessed directly from our website. From the Claims Resources section of
the CF Connect page, simply click on the corresponding link as shown below.
Accessing eCALR –
eCALR resides on the password protected section of our website known as CF Connect.
From the Claims Resources section of the CF Connect page, simply click on the
corresponding link as shown below.
Upon clicking the eCALR link, the following sign-on page appears. Enter your user ID and
password.
The ID and password is the same one used for Claims Information Access (CIA). Users
that do not have an ID should contact their local claims manager or account executive.
The next set of screens varies depending whether the signed on user has Producer rights
or Policyholder rights. The explanations below detail the process for each separately.
Requesting Reports – Policyholder Screens
The Selection screen opens after entering an ID and password. Report Name and Report Type
are the first 2 fields needing completion.
Report Name
Five reports are available. They are the Claim Loss Report, Claim Loss
Report by Location; Claim Loss Report by Department, Claim Loss
Report by Accident State and a Top Cause accident description report.
Report Type
All reports but the Top Cause Accident report can be run on either or
both a Detail or Summary basis. A Detail report will list every claim
entered in the C&F claims system. A Summary report summarizes
claims by coverage type. Both Detail and Summary can be chosen at the
same time.
Policy Number Selections
The list of policies associated with the signed on user automatically displays below the
Report Name and Type fields based on the user’s predetermined rights. Policyholders
will only see a list of the policies corresponding to their account. If more than one
account is associated with a policyholder, the Account Number drop down box will
display the multiple accounts. Once choosing an account, the policies and effective date
will display.
All Policy numbers display with a mark so as to be included in the requested report.
This selection can be changed by hitting one of the other options above; Last Five Years
or Selected Years if a report is to be run for only a few selected policies.
Report Parameters – Policy Holders and Producers
Report Parameters: Report Parameters further define the report data being created.
Case Incurred Range defaults to All claims, as does Claim File Status.
If nothing is entered in these fields all claims for the policy number(s) chosen will
display. However, these fields allow the user to target specific dollar range claims as
well as specific claim statuses.
Note: When either of the two above fields is chosen with values other than “All”,
each page of the resulting report will display and print with a watermark indicating
‘Incomplete Data’.
The Accident Description options are the last of the 3 optional fields. Defined
Descriptions are the table driven descriptions used in the claim system when setting up
claims. Accident Narrative descriptions are text descriptions as entered on the
documents submitted when claims were reported to C&F.
Disclaimer
Once all options have been entered and before hitting the Run Report button on the
bottom of the screen the Disclaimer needs to be read and agreed to by placing a
check in the I Agree box.
Report Output
Reports are returned to the user’s desktop immediately upon request. A separate
window opens displaying finished reports. The reports are produced in a .pdf format
only. By using the ICONs on the tool bar on the upper left of the screen, the reports can
either be saved to the user’s desktop by using the Save a Copy function or printed by
hitting the Print ICON.
If both Detail and Summary reports are requested, 2 separate boxes and .pdf files will
display.
If the reports do not display, please turn your “Pop-Up” blocker off and re-run the
report. Pop-Up blockers can be found on most browser under Tools > Internet
Options > Security option on the browser tool bar.
Requesting Reports – Producer Screens
After entering an ID and password the above screen opens. The screen is a multi-part
screen. After entering the necessary information in one section additional entry fields
appear.
Report Name: Five reports are available. They are the Claim Loss Report, Claim Loss
Report by Location; Claim Loss Report by Department, Claim Loss Report
by Accident State and a Top Cause accident description report. Only one
report can be chosen at a time.
Report Type: A Detail report will list every claim entered in the C&F claims system. A
Summary report summarizes claims by coverage type. Both Detail and
Summary can be chosen at the same time.
Report By:
Account
Number:
Policy
Number:
The Account option is the default and in most cases there is no need to
make any changes. The Policy option can be chosen if only one policy
number is to be requested. If Policy Number or Insured Name searches
are made it is best to leave the Account option highlighted. Reports can
be requested either by Policy Number or Insured Name.
This field will automatically be populated once the Policy Number or
Insured Name field is completed.
If known, the 9 digit C&F policy number can be entered directly in the
Policy Number field. Hitting the magnifying glass
after entering the
policy number begins the database search. Even if one specific policy is
entered, all policies assigned to the insured of the entered policy number
will display.
Insured
Name:
Note:
The Insured Name search can be used if a Policy Number is not known.
Depending how the insured name is entered, the system may return a
number of different insureds and all the policies for each insured. Only
one policy number can be chosen from this screen by either hitting the
corresponding Account or Policy number link on the screen below.
However, once returned to the original request screen, all policies for the
chosen account will be listed.
Policies will display after entering an Insured Name or Policy Number
searches only if an in force policy exists for the name or number entered.
Search Results screen
The list of all policies associated with choice made on the previous screen display. All
policy numbers display with a mark so as to be included in the requested report.
This selection can be changed by hitting one of the other options above; Last Five Years
or Selected Years if a report is to be run for only a few selected policies.
Report Parameters – Producers
Report Parameters: Report Parameters further define the report data being created.
Case Incurred Range defaults to All claims, as does Claim File Status.
If nothing is entered in these fields all claims for the policy number(s) chosen will
display. However these fields allow the user to target specific dollar range claims as well
as specific claim statuses.
Note: When either of the two above fields is chosen each page of the resulting report
will display and print with a watermark indicating ‘Incomplete Data’.
The Accident Description options are the last of the 3 optional fields. Defined
Descriptions are the table driven descriptions used in the claim system when setting up
claims. Accident Narrative descriptions are text descriptions as entered on the
documents submitted when claims were reported to C&F.
Disclaimer
Once all options have been entered and before hitting the Run Report button on the bottom of
the screen the Disclaimer needs to be read and agreed to by placing a
check in the I Agree
box.
Report Output
Reports are returned to the user’s desktop immediately upon request. A separate
window opens displaying finished reports. The reports are produced in a .pdf format
only. By using the ICONs on the tool bar on the upper left of the screen, the reports can
either be saved to the user’s desktop by using the Save a Copy function or printed by
hitting the Print ICON.
If both Detail and Summary reports are requested, 2 separate boxes and .pdf
files will display.
If the reports do not display, please turn your “Pop-Up” blocker off and re-run the
report. Pop-Up blockers can be found on most browser under Tools > Internet
Options > Security option on the browser tool bar.
END