1. ONLINE CLAIMS TRACKING

2. WHAT’S COVERED IN THIS GUIDE
a) Introduction - what is Online Claims Tracking
b) How to log on
c) Becoming familiar with claims screens
d) The best way to search and track claims 2

3. WHAT IS ONLINE CLAIMS TRACKING
RSA Online Claims Tracking is a secure online service that allows brokers to track the progress of customers claims via
The online service will instantly reflect changes and updates to a claim’s status, allowing brokers to easily monitor the progress of a claim.
The tracking facility shows details of the claim, together with key events as they occur, including registration, payment or estimate changes, appointments, correspondence, recoveries and closure of claim. 3

4. 1 HOW TO LOG ON TO www.rsaconnect.rsagroup.co.uk
Open your Web Browser and type
The following page will be displayed: 4

5. HOW TO LOG ON Enter your ‘User ID’ and ‘Password’ provided by RSA.
This will provide you with secure access to the site.
[ Enter your ‘User ID’ and ‘Password’ here ] 5

6. 2 ONLINE CLAIMS TRACKING You are now logged on.
From the left hand side menu navigate to the Claims section.
[ Click on ‘Claims Tracking’ ]
Claims Tracking 6

7. 3 ONLINE CLAIMS TRACKING
The ‘Welcome to RSA Claims’ page will now be displayed.
You now need to double click on the ‘Claims On-line’ option.
[ Click on ‘Claims On-line’ ]
Claims Tracking
Claims On-line 7

8. 4 BECOMING FAMILIAR WITH CLAIMS SCREENS
The ‘Claims Search’ window will now appear.
Let’s take a look at this screen to become familiar with its functions. 8

9. ONLINE CLAIMS TRACKING
Your Company Name will appear here
This is the search
criteria box
A search by a ‘Claim Number’ will
produce the best result 9

10. Clicking on ‘?’ icon will provide you with helpful information about
ONLINE CLAIMS TRACKING
Clicking on ‘?’ icon will provide
you with helpful information about
that function 10

11. ONLINE CLAIMS TRACKING
[ Date From and To ]
Allows you to search for details relating to a specific time period. Unless modified the ‘Date from’ box always defaults as a date one year previous to today.
The format of dates is DD/MM/YY e.g. 3rd September 2009 is represented as 03/09/09.
Only claims notified on or after the date your company gained access to Claims Tracking can be viewed. 11

12. ONLINE CLAIMS TRACKING
[ Event Type ]
Allows you to select between viewing all types of events by selecting ‘All’ or by selecting a specific event type from the drop down menu e.g. Registration.
NB. Not all event types will apply to all claims e.g. NCD status update is only relevant for motor claims. 12

13. ONLINE CLAIMS TRACKING
[ Events To View ]
Allows you to select between viewing all events occurring in the date range entered or just the latest i.e. most recently occurring events in that range. 13

14. 5 ONLINE CLAIMS TRACKING
Let us now look at how to enter a Claims Search
The best way to enter a search is in the following way:
[ ] Enter Claim Number
[ ] Now click search
W1234 14

15. ONLINE CLAIMS TRACKING
You can now see the latest events from the claim within the last year
You can obtain information by clicking on the ‘Claim Number’ 15

16. ONLINE CLAIMS TRACKING
You can gain access to all events for the claim by clicking on ‘Event List’ on bottom of screen 16

17. ONLINE CLAIMS TRACKING
This is the events screen
Our search has enabled us to show the full list of events, from claim registered to claim closed 17

18. ONLINE CLAIMS TRACKING
Let us now look at what information is on this page 18

19. ONLINE CLAIMS TRACKING
The date of update on claim 19

20. ONLINE CLAIMS TRACKING
Policy Holder Name 20

21. ONLINE CLAIMS TRACKING
Policy Number 21

22. ONLINE CLAIMS TRACKING
Claim Number 22

23. ONLINE CLAIMS TRACKING
Event Description 23

24. ONLINE CLAIMS TRACKING
You can now see each part of the claim from start to finish
Any field that is enclosed with [ ] within the ‘Claim Number’ and ‘Event Description’ fields are available to view information
All other fields are static 24

25. ONLINE CLAIMS TRACKING
If you click on the ‘Claim Number’ next to the [Claim registered] field you will be able to see the details of the claim 25

26. ONLINE CLAIMS TRACKING
You can now see all the information regarding the Claim
The three fields identified will change as the claim progresses
Clicking on ‘Previous’ will take you back to Event List 26

27. ONLINE CLAIMS TRACKING
You can now click on the [Claim registered] field to look at the information contained 27

28. ONLINE CLAIMS TRACKING
This is the information that is shown in a claim registration
Click on ‘previous’, to return to the Event List. 28

29. ONLINE CLAIMS TRACKING
You can now click on the [Third party information update] field to look at the information contained 29

30. ONLINE CLAIMS TRACKING
This is the information that is shown in a [Third Party Information Update]
Click on previous to return to Events List 30

31. ONLINE CLAIMS TRACKING
Whilst Claim Number is the best way to search, you can also use one of the other methods if you only have limited data:
[ ] Policy Number
[ ] Policyholder Name
[ ] Alternative Name
(Block Policies)
[ ] Vehicle Registration Number
[ ] RSA Agency Number 31

32. SUMMARY

33. It really is that simple!
THE BEST WAY TO SEARCH AND TRACK CLAIMS
[ 1 ] The best way to track claims is by always inputting the Claim Number
[ 2 ] Claims Online will save you time and is available 24hrs a day, seven days a week
It really is that simple! 33

34. HOW TO REGISTER ON ONLINE CLAIMS TRACKING
us at:
with your contact details:
[ ] Name
[ ] Company Name
[ ] RSA Agency Number
[ ] Address
[ ] Telephone Number 34