A first-notice-of-loss representative or processor can begin the claim process by
initiating a personal claim case on behalf of your customer.
Antes de Iniciar
Role required: sn_ins_claim_pers.fnol_representative or
sn_ins_claim_pers.auto_processor
Procedimento
-
Navigate to .
-
Select the lists icon (
).
-
Create a case from the personal auto claim cases list.
| Option | Steps |
|---|
| Personal auto claim case from the personal auto claim case
list |
- In the Lists tab, under Personal auto claim cases, select All.
- Select New.
|
-
In the Create a new case dialog box, select Personal auto policy
report claim.
-
Select Create.
-
On the form, fill in the required fields and any other related information that
you've gathered from the customer.
- Opcional:
In the Work notes field, enter any comments that are
related to your findings.
Manually posted comments and system-generated work notes add to the Activity
stream for the claim case.
-
Select Save.
Resultado
A personal claim case is created in the New state and the workflow is triggered. The
case is assigned to an assignment group based on the defined assignment rules.
O que Fazer Depois
As a claim processor, you can assign the case to yourself
and start working on it. For more information, see Process a personal claim.