Loss Notice

Create ACORD Loss Notices in eForms Manager using policy and claim information entered in the policy and claim data entry forms. Once the form is created you can enter additional information directly on the form. The form can then be saved, attached to an activity, viewed, and accessed at any time.

The information you enter directly on the Loss Notice in eForms Manager using the editing feature is saved with the form in eForms Manager. The data is not saved in the policy or claims database and does not flow back to the policy or claim data entry forms.

  1. On the 360 Toolbox menu, click eForms.
  2. Search for and select a customer.
  3. In the eForms Manager, click Loss Notices.
  1. Search for and select a customer.
  2. On the sidebar menu click eForms > New: Loss Notice.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

  1. From the Loss Notice verify/select the appropriate Claim.
    • If you navigated to the Loss Notice from the Claim form, the claim number is populated for you.
    • If you did not navigate to the Loss Notice from the claim form, click Search to find the appropriate claim.
    • If the claim is not entered, click New Claim. This takes you to the Claims data entry form to enter the claim. Once the claim is entered, click Save and Close or select eForms Manager from the Operations menu. This takes you back to the Loss Notice data entry form with your new claim number prefilled.
  2. Verify/select the appropriate Form and click Create. This takes you back to eForms Manager where the new Loss Notice appears in the Customer/Policy Transaction/Form Tree on the left side of the screen and the actual Loss Notice appears on the right side of the screen.

    To enter information on the form, click the Edit icon on the toolbar or from the menu click File > Edit. The form appears with shading in the areas where you can enter information.he data you type on the form is saved with the form in eForms Manager. The data is not saved in the policy or claim database and does not flow back to the policy or claim data entry form
  3. When you finish entering information on the Loss Notice click the Save and Close icon on the toolbar or from the menu, click File > Save and Close.
Field/SelectionWhat is this?

Claim Selection

FieldWhat is this?

Claim

Identify the claim you want to use to create the Loss Notice.

  • If you navigated to the Loss Notice from the Claim form, the claim is populated for you.
  • If you did not navigate to the Loss Notice from the claim form, click Search to find the appropriate claim.
  • If the claim is not entered, click New Claim. This takes you to the Claims data entry form for you to enter the claim. Once the claim is entered, select the Save and Close icon or select eForms Manager > New from the Operations menu.

    This takes you back to the Loss Notice data entry form with your new claim number prefilled.

Form Selection

FieldWhat is this?

Form

Select the type of Loss Notice you want to create, from the list

Do you need more information on printing or emailing the form? See eForms Manager Print Options or eForms Manager EmaiClosedl Options.

Open the customer for whom you want to create a Loss Notice, and then launch the Loss Notice in one of the following ways:

  • From the sidebar, select Actions > eForms > Loss Notice.
  • From the Policy or Line of Business data entry form, click eForms Manager and select Loss Notice.