Overview
Claim Commodities categorize the type of item or property involved in a claim. Properly configuring these categories ensures your team can classify claim items consistently and report on trends accurately. The commodities you create here appear as selectable options when filing or reviewing a claim.
Before You Start
You must have permission to access the Settings module.
Plan your commodity list ahead of time to keep categories clear and easy for your team to use.
How to Set Them Up
1. Access the Commodity Settings
Go to Settings in the left navigation menu.
Select Claims to expand the submenu.
Click Commodities.
2. Add a New Commodity
Select Add Commodity in the upper-right corner.
Enter the name of the commodity category (e.g., Vehicle, HHG, Exterior Property).
Save your changes.
3. Edit an Existing Commodity
Locate the commodity you want to update.
Open the menu next to the item and select Edit.
Update the name or settings as needed and save.
4. Delete a Commodity
Open the menu next to the commodity.
Select Delete.
Confirm the removal.
Note: Deleting a commodity removes it from future claims but does not affect claims already using it.
5. Set a Default Commodity
In the commodity list, select the option to mark a category as the default.
The default commodity will automatically populate in new claims unless changed by the user.
Best Practices
Keep categories broad enough to minimize confusion but specific enough to support reporting.
Review your list periodically to ensure it matches your current operations.
Use consistent naming so office staff and field teams classify claims the same way.