Manage FNOL case (Create/Edit/Delete/Reassign)
- Anne Vu: Insurance-VN
Create FNOL case
Clicking on + Create on First Notice of Loss (FNOL) page will open Create First Notice of Loss popup.
You need to go through these steps in order to register a FNOL case:
Select the Organization, where you want to register the FNOL case in.
Enter the Case Title, which is the short and memorable title for the FNOL case.
Select Workflow, which defines the steps that need to be taken for the FNOL case. We have one built-in FNOL workflow that you can choose to use immediately. See more Configure FNOL Workflow
Search and attach Related Records to the FNOL case. For FNOL case, it’s usually the Account that provides FNOL or the Claim registered after the FNOL is approved. For example:
Enter the Description
Select the Due date to complete this FNOL case.
Add to Queue
Give Priority
Select person who will process the FNOL case in Assigned To field.
Finally, click Save button to complete the FNOL case registration. The new FNOL case will be displayed on the top of the FNOL List.
After a FNOL case is created, you need to click on the FNOL case to open theFNOL Details where you can fill in FNOL information.
Edit FNOL case
To edit FNOL case information, you can click on Edit button of one FNOL case in the First Notice of Loss (FNOL) List or click on Edit button in a specific FNOL details tab.
or
It will show a popup for you to update FNOL case information.
Delete FNOL case
To delete a FNOL case, you can click on Delete button of one FNOL case in the First Notice of Loss (FNOL) List.
It will show a confirmation popup.
If you’re ok, please click Yes to accept deleting the FNOL case. The FNOL case will disappear from the FNOL list.
Reassign FNOL case to other user
To reassign a FNOL case from one user to another user, you can click on Assign user button of one FNOL case in the First Notice of Loss (FNOL) List.
It will show a popup Assign Form for you to select the user as a new assignee.
If you’re ok, please click Yes to accept the changes. The changes will be reflected in the FNOL List.
Related Topics
Related content
If you would like to request an article, drop us a mail at seamless.support@seamless.insure