FNOL intake
New claims captured complete and assigned within the hour
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the notice and the policy record
Captures the first notice of loss from the call notes, the web form or the email into a complete claim record
Completes the claim record and applies the assignment rules
Checks the policy is in force and the loss is within the coverage period, and flags what the intake missed
Sends the acknowledgment and opens the file
Assigns the claim by line, severity and jurisdiction and sends the acknowledgment to the claimant
Works in
Salesforce, ServiceNow, Box
Salesforce, ServiceNow, BoxWhat it does
- Captures the first notice of loss from the call notes, the web form or the email into a complete claim record
- Checks the policy is in force and the loss is within the coverage period, and flags what the intake missed
- Assigns the claim by line, severity and jurisdiction and sends the acknowledgment to the claimant
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.