ClaimsIQ  /  PropertyIQ  /  FNOLIQ
FNOL — ready when you are
Hello, there.
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Before you begin
Take a moment to verify the caller's identity, run the DPA, and pull the policy details up — cover type, sums insured, excesses, endorsements. Check the file for any flags already on record.
Capture the basics below so the tool starts the call already knowing who you're talking to. These won't be asked again.
Fill in the basics above to begin
Live call
Ground-floor flat or commercial premises — capture as you go
Call time 00:00
Call arc opening opening
Your notes
Type as you would on paper — shorthand is fine.
I'll turn these into a file note when the call ends.reading along
Customer is saying / asking
Drop quotes and questions here. I'll pick up cover questions and customer-led signals from this stream.
Verbatim is best when it's a cover question.
Call ended 00:00
Here's the file note.
Read it through. Edit anything that's off. When you're happy, send it to the hub.
Drafting the file note…
Help me phrase this
What are you trying to say?
A line or two on what you need to get across. I'll draft a customer-facing way to deliver it.