Claims

Claims🛄

Understanding Claims in Easy Lengths

EZLynx 5 - How to Create Manual Claims

How to setup a claim

Property Loss Notice

• Steps to complete Acord form William D'Arienzo - Documents - 25 January 2022

• Click documents, then add form then select the policy then select form📁

• Need date of loss in top of right📅

• Need contact information for insured📞

• Need information about claim and what is occurring💬

• Complete this form as best as you can and send it to the carrier.✅

Pro Tip 💪🏼 Remember to Merge all activity under the Claim Workflow and update the Title to ‘Claim filed or Claim not filed’