Overview

FNOL (First Notice of Loss) is a workflow for first notice of loss intake, initial claims assessment, and structured claim triage.

It supports end-to-end early-stage claims handling — claimant capture, incident validation, coverage checks, preliminary loss estimation, compliance review, and an approval/recommendation outcome — in one streamlined workflow.

What you get: a structured table of extracted claim fields you can review, edit, and export.

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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to FNOL.

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When to use FNOL

Use this workflow when you need a consistent first-pass review of new claims, including:

• Capturing claimant and policy details from forms, emails, and supporting documents
• Logging incident details (date, type, circumstances) for triage
• Performing an initial coverage/compliance check against policy requirements
• Estimating claim amount, deductible, and expected payout (where possible)
• Producing an initial decision or recommendation for next steps

Step-by-step usage

1. Navigate to Workflows > Template gallery and select FNOL.
2. Upload claim intake documents (FNOL form, email, incident report, photos, police report, medical reports, repair estimates, etc.).
3. (Optional) Upload policy schedule/certificate and any endorsements to support coverage checks.
4. Click Run to begin extraction and initial assessment.
5. Review extracted fields and edit anything that is incorrect.
6. Export results (CSV or Excel) for claims processing and reporting.