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📖 User Manual
Complete Guide: Comprehensive instructions for using all ClaApp features and functionality.
🚀 Getting Started
System Access
ClaApp is a web-based application accessible through any modern web browser. Contact your system administrator for your login credentials and system URL.
Browser Requirements
- ✅ Chrome 90+ (Recommended)
- ✅ Firefox 88+
- ✅ Safari 14+
- ✅ Edge 90+
- ⚠️ Internet Explorer not supported
Login Process
- Navigate to the ClaApp URL provided by your administrator
- Enter your email address and password
- Click "Sign In" to access the system
- You'll be redirected to the main dashboard
🏠 Dashboard Overview
The dashboard is your central hub providing a comprehensive view of system activity and quick access to key functions.
Dashboard Components
📊 Statistics Cards
Key performance indicators including total customers, active policies, pending claims, and system health metrics.
📈 Activity Charts
Visual representations of business metrics, trends, and performance data over time.
⚡ Quick Actions
Shortcuts to frequently used functions like adding new customers, creating policies, or processing claims.
📋 Recent Activities
Timeline of recent system activities, updates, and notifications relevant to your role.
👥 Customer Management
Customer Search
The customer search function allows you to quickly find existing customers using multiple criteria:
Search Methods:
- Name Search: Search by first name, last name, or full name
- ID Search: Search using customer ID, policy number, or claim number
- Contact Search: Find customers by email address or phone number
- Advanced Filters: Filter by customer type, status, registration date, etc.
Customer Onboarding Process
ClaApp features a comprehensive 6-step onboarding process to ensure complete customer information capture:
Step 1: Customer Search
Search existing database to prevent duplicate entries and identify returning customers.
Step 2: Basic Information
Collect essential customer details including name, contact information, and basic demographics.
Step 3: Identity Verification
Capture and verify identity documents (BVN, NIN, Driver's License) for KYC compliance.
Step 4: Employment History
Record employment details including current and previous employers, income information.
Step 5: Medical Questionnaire
Complete medical history assessment for risk evaluation and policy pricing.
Step 6: Bank Account Verification
Verify banking information for premium collections and benefit payments.
📋 Policy Management
Policy Creation
Creating a new policy involves several steps to ensure accuracy and compliance:
- Customer Selection: Choose the customer for whom the policy will be created
- Product Selection: Select appropriate insurance product from available options
- Coverage Configuration: Define coverage amounts, terms, and conditions
- Premium Calculation: System automatically calculates premiums based on risk factors
- Beneficiary Setup: Add and configure policy beneficiaries
- Review and Approval: Final review before policy issuance
Policy Servicing
Available Servicing Operations:
- ✅ Beneficiary updates and changes
- ✅ Contact information modifications
- ✅ Premium payment method changes
- ✅ Coverage adjustments (where applicable)
- ✅ Policy status updates
- ✅ Document uploads and management
💰 Claims Processing
Claims Workflow
The claims process is designed for efficiency while ensuring proper verification and compliance:
Claim Registration
Initial claim submission with basic information and supporting documents.
Document Review
Verification of submitted documents and additional document requests if needed.
Investigation
Detailed investigation including medical reviews, site visits, or additional verification as required.
Decision
Claim approval, partial approval, or denial based on policy terms and investigation results.
Payment
Processing of approved claims for payment to beneficiaries or claimants.
🔍 Search Functionality
Global Search
ClaApp includes powerful search capabilities accessible from any page:
Search Features:
- Universal Search: Search across customers, policies, and claims from one interface
- Auto-complete: Intelligent suggestions as you type
- Filters: Refine results by type, date, status, etc.
- Quick Results: Instant results with detailed previews
- Recent Searches: Access to your recently performed searches
⚙️ Settings and Preferences
User Profile Management
Customize your ClaApp experience through the user settings:
- Profile Information: Update your name, email, and contact details
- Password Management: Change your password securely
- Language Preferences: Choose from English, French, Spanish, or German
- Notification Settings: Configure email and system notifications
- Display Preferences: Customize dashboard layout and themes
🌍 Multilingual Support
ClaApp supports multiple languages to accommodate diverse user needs:
🔐 Security Features
Data Protection
ClaApp implements comprehensive security measures to protect sensitive information:
All sensitive data is encrypted both in transit and at rest using industry-standard encryption protocols.
Role-based access control ensures users only see information relevant to their responsibilities.
Comprehensive logging of all system activities for compliance and security monitoring.
📞 Getting Help
Support Resources
- 📞 Phone Support: Contact your system administrator
- 📧 Email Support:
support@claapp.com - ❓ Check FAQs for common questions
- 🎥 Watch Tutorial Videos
- 📝 Browse How-To Articles