Simplify Expense Reserve Management

Enter a single expense reserve amount for each claim coverage, instead of individual amounts for each payment detail. This top-down approach makes the reserve amount available to all expense payment details that are associated with a claim coverage.

Where: Available in Spring '22 and later releases.

Why: Previous releases provided you with the ability to enter loss reserve amounts for each claim coverage, but you had to enter expense reserve amounts on each payment detail under a claim coverage. Managing both types of reserves at the claim coverage level (coverage reserve mode) simplifies reserve management in many scenarios.

How: Users can enter an expense reserve amount either when they open a coverage or later.

They can also edit expense reserve amounts.