- ADDING PRELIM DATA
- Click on the Prelim Data The Prelim Data page will open.
- Left Nav Bar
- There are nine sections with progress bars. As you add and save the information in each section, you can easily see if you’ve missed any required information.
- If the section’s progress bar is less than 100%, you are missing some required information.
- The required information may not be available to you until you complete the in-person inspection.
- Some sections may be partially complete. This is information imported from Claims360 when the insured was setup.
- Complete all sections with all known information before the inspection.
- General Information
- Enter all of the known claim information in this section. Some information may already be populated depending on how you imported the claim into Claims360. You may need to leave some entries blank until you perform your inspection.
- NOTE: The Time of Loss in this section must be the same as the ‘Approximate Time Flood Entered’ in sections 8 & 9 – Flood Water Information.
- Add Third-Party Representative (if any)
- If the policyholder has hired a public adjuster, law firm, appointed someone with a Power of Attorney, principal, relative, translator or Other, select Yes.
- If Yes is selected, the third-party rep information page will appear in the next section.
- If none of the above are involved in the claim, select No.
- If No is selected, the Third-party Rep Information will be skipped.
- These can be changed on the phone app at the time of inspection.
- Click on either Update or Update & Next
- Update: When you select this button, it will update and save the information on this page.
- Update & Next: When you select this button, it will update and save the information on this page And then open the next section.
- Click OK to save the information in this section and move to the next section.
- Notice that the progress bar for the General Information section is now 100% complete and no additional information will need to be added during the inspection.
- Third-party Rep Information
- Enter all of the known information about the Third-Party Rep. In most cases this will be a Public Adjuster or Attorney.
- Address, City, State & Zip Code – Enter this information in the appropriate boxes.
- When you click on Address, an address search popup will appear.
- NOTE: If the address is a PO Box, click on ‘Enter Address Manually’ then enter the address.
- Is LOR Attached – At this time, keep this turned off.
- To add a LOR (Letter of Representation), you will need to do this from the website once your inspection is complete.
- Click on Update & Next.
- Notice that the progress bar for the Third-party Rep Information section is now 100% complete and no additional information will need to be added during the inspection.
- Insurance Information
- Enter all of the known claim information in this section. You may need to leave some entries blank until you perform your inspection.
- Building Reserve & Contents Reserve –
- We suggest you leave these blank and fill them out on the phone app when you are at the inspection.
- Agent Name, Agent Email Address and Agent Phone Number – This information – if not already populated – can be found in the Loss Notice.
- NOTE: If you are offering the policyholder an Advance Payment, you will need this information since it is required on the Advance Form.
- Click on Update & Next.
- Notice the progress bar for this section NOT at 100%.
- This means there is information in this section that will need to be added at the time of inspection.
- Property Information (Part 1)
- Enter all of the known claim information in this section. Some information may already be populated depending on how you imported the claim into Claims360. You may need to leave some entries blank until you perform your inspection.
- Click on Update & Next.
- Notice the progress bar for this section NOT at 100%.
- This means there is information in this section that will need to be added at the time of inspection.
- Property Information (Part 2)
- Enter all of the known claim information in this section. Some information may already be populated depending on how you imported the claim into Claims360. You may need to leave some entries blank until you perform your inspection.
- Flood Proofed – Select Yes or No from the drop-down menu.
- You may or may not know this information until you talk with the policyholder or inspect the property.
- Leave this blank until you can confirm this.
- NOTE: Most of the time the answer to this will be No, but you need to confirm it with the policyholder.
- Substantial improvements after FIRM date – Select Yes or No from the drop-down menu.
- Sometimes this information is available in the Loss Notice.
- Sometimes this information is NOT included in the Loss Notice.
- You may want to leave this blank until you inspect the property and/or talk with the policyholder.
- You can add it from your phone app at the time of inspection.
- Prior flood loss(es) – This information should be available in the Loss Notice. Select Yes or No from the drop-down menu.
- If you select Yes, you will need to fill out the prior loss information in the following section (Prior Loss Information).
- If you select No, the Prior Loss section will be skipped.
- Click on Update & Next.
- Notice the progress bar for this section NOT at 100%.
- This means there is information in this section that will need to be added at the time of inspection.
- Prior Loss Information
- Loss# 1
- Date of Loss – Enter the date of the prior loss.
- This information is usually found in the Loss Notice.
- Repairs completed – Select Yes or No from the drop-down menu.
- You may want to leave this one blank at this time.
- You will need to confirm repairs by reviewing the prior loss and comparing it the current loss.
- You can complete this information at the time of your inspection.
- Comments – Enter information from the prior loss.
- You may want to add a short sentence stating that repairs were made or not made based on your findings at the time of inspection.
- You can leave this blank and complete it on your phone app at the time of inspection.
- This sentence will be added to the Preliminary form.
- + Add another Prior Loss – Click here to add another prior loss.
- If there are multiple prior losses at this loss location, you will need to add them here.
- All prior losses should be added even if the current policyholder did not own the building at the time of the prior loss.
- Click on Update & Next.
- Notice that the progress bar for the Prior Loss Information section is now 100% complete and no additional information will need to be added during the inspection.
- Cause of Flood Loss Information
- Flood Water Information (Main Building)
- Note: Most, if not all of this information will need to be completed at the time of the inspection.
- For the purpose of this instructional video, we are going to leave all information blank at this time.
- The information requested in this section can and should be completed when onsite at the time of the inspection.
- Click on Update & Next
- Even if you leave this section blank, you will need to click on Update & Next to proceed to the next page.
- Flood Water Information (Appurtenant Structure)
- In most cases this will be a Detached Garage.
- Note: Most, if not all of this information will need to be completed at the time of the inspection.
- For the purpose of this instructional video, we are going to leave all information blank at this time.
- The information requested in this section can and should be completed when onsite at the time of the inspection.
- Click on Update & Next
- Even if you leave this section blank, you will need to click on Update & Next. You will be redirected to your My Insureds dashboard.
- COMPLETE YOUR INSPECTION
- Once you have completed entering all known information on your desktop, you will enter the remaining information with your phone app at the time of inspection.
