End-User Procedures for Managing Claims

The following list shows tasks call center agents typically perform to create the First Notice of Loss (FNOL):

• Checking the Policy Validity and Coverage (End User)

• Creating First Notices of Loss (End User)

• Recording Details of Involved Parties (End User)

• Recording Insured and Adverse Claimant Property Details (End User)

• Managing Claims Events (End User)

• Assigning a Claim to an Adjuster (End User)

The following list shows tasks claims adjusters typically perform to review and assign claims:

• Checking a Claim Against the ISO Database (End User)

• Creating an Activity Plan (End User)

• Assigning a Claim Element (End User)

• Assigning Claims to a Specialist Unit (End User)

• Adding an Appraisal (End User)

• Attaching Claims Documentation (End User)

• Tracking Police and Fire Reports (End User)

The following list shows tasks claims adjusters typically perform to create reserves and adjust claims:

• About Coverages and Reserves

• Creating a Reserve (End User)

• Managing Reserves (End User)

The following list shows tasks claims adjusters typically perform to settle claims:

• Creating an Invoice Record (End User)

• Generating a Payment Record (End User)

• Tracking Payments Related to Invoices (End User)

• About Issuing a Settlement Payment (End User)

• Issuing a Settlement Payment (End User)

• Making a Bulk Payment (End User)

• Viewing the Invoices and Claims for a Payment (End User)

The following list shows tasks special unit investigators typically perform to investigate claims:

• Managing Recovery Information (End User)

• Creating a Recovery Payment Record (End User)

• Managing Fraud Information (End User)