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 title 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 the Description

6. Select the Due date to complete this FNOL case.

7. Add to Queue

8. Give Priority

9. Select person who will process the FNOL case in Assigned To field.

10. Finally, click Save button to complete the FNOL case registration. The new FNOL case will be displayed on the top of the FNOL List.

Edit FNOL

Delete FNOL

Reassign FNOL