Create FNOL

Clicking on + Create on First Notice of Loss (FNOL) page will open a Register A Claim popup.

You need to go through these steps in order to register a FNOL case:

1. Select the Organization, where you want to register the FNOL case in.

2. Enter the Case Title, which is the short and memorable description for the FNOL case.

3. 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.

   

4. 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:

   

5. Enter Address, Phone Number, Email Address information of the claimant.

6. You might need to change Claim Handler to another person.

7. You might need to enter some notes about the claim.

8. Finally, click Register button to complete the claim registration. The new claim will be displayed on the top of the Claim List.

9. Click on the claim reference to view Claim Details.

Edit FNOL

Delete FNOL

Reassign FNOL