
- Claim Menu
- Select Type of Claim
the client completes the form and enters their claim details – the form is just a sample so don’t complete it. Scroll to submit to see what happens after then enter details.
- Auto Claim Details
the client completes the form and enters their claim details – the form is just a sample so don’t complete it. Scroll to submit to see what happens after then enter details.
- Property Claim Details
the client completes the form and enters their claim details – the form is just a sample so don’t complete it. Scroll to submit to see what happens after then enter details.
- Other Claim Details
Below is the confirmation screen and what the client and Service team will see after the submit button is clicked.
Email to insured confirming request details – comes from service team member
Email to Service team with same details – CSR 24 service request in subject
SYNC activity attaches to EPIC as closed to record transaction. You will want to use the Activity from the applicable workflow to actually record the change.
