Create a personal claim case

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • A first-notice-of-loss representative or processor can begin the claim process by initiating a personal claim case on behalf of your customer.

    Before you begin

    Role required: sn_ins_claim_pers.fnol_representative or sn_ins_claim_pers.auto_processor

    Procedure

    1. Navigate to All > Financial Services Operations > Workspace.
    2. Select the lists icon.
    3. Create a case from the personal auto claim cases list.
      OptionSteps
      Personal auto claim case from the personal auto claim case list
      1. In the Lists tab, under Personal auto claim cases, select All.
      2. Select New.
    4. In the Create a new case dialog box, select Personal auto policy report claim.
    5. Select Create.
    6. On the form, fill in the required fields and any other related information that you've gathered from the customer.
    7. Optional: 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.
    8. Select Save.

    Result

    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.

    What to do next

    As a claim processor, you can assign the case to yourself and start working on it. For more information, see Process a personal claim.