Generating a Loss Notice

Required Permissions

In order to complete this task, user permissions must be set to include:

Client Actions > Action Menu

See User Permissions for more information.

To add Auto Loss Notices

Retrieve the client, and then select an Auto policy within that client.
Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.
Select Print/Create > Loss Notice 002.

The Edit - Automobile Loss Notice dialog opens.
Select one of the following:
Edit – Select an existing Loss Notice from the list, and then click Edit to modify the Loss Notice.

New – Click to create a new Loss Notice.

The Select Driver dialog opens if more than one driver is listed on the policy.
1. Select a driver, and then click Next.
  
  The Select Vehicle dialog opens if more than one vehicle is on the selected policy.
2. Select a vehicle, and then click Finish.
The ACORD 2: Automobile Loss Notice opens with agency, client, and policy information prefilled from the selected client/policy.
Complete the Loss Notice information.
Click Print/Send/Attach in the top left corner.

The Print or Send Document dialog opens.

This dialog enables you to email, print, and attach the form, as well as send the form for e-Signature.

Print or Send Document options

The following options can be applied to your document before you email, print, send for signature, or attach.

You can use the Back button at the bottom of the dialog to return to your form if additional changes are needed.
Example: You can perform any action, such as attach the form, and then go back and modify the form and attach the modified copy as well.

Apply Agent Signature on Action

HawkSoft enables you to select an electronic signature from the Apply Agent Signature on Action drop-down list to add to forms that have an Agent or Producer Signature field.

You must have a signature stored in your HawkSoft profile to use this feature. See My Account Information and Signature to add a signature to HawkSoft.

In addition to your own, signatures for other users are available from the drop-down list if they have been shared with you.
See My Account Information and Signature for more information.

Page Range

Select the specific pages to be included with any of the actions selected below. For example, if a page of the form has exclusions that don't pertain to your state, you can remove that page before sending or printing the form.

Click to see your signature or to verify that you have selected the correct pages.

Attach a copy of the document to the client file on action below

Select this check box before emailing, printing, or sending the document for signature, and if you want to attach a copy of the document to the client/policy Attachments tab when you are done performing actions.

HawkSoft recommends attaching a copy to the client/policy Attachments tab.

Click to open the Edit Attachment Properties dialog to assign a task, modify the Description, as well as other modify attachment details, as needed.

Available Actions

Select any or all of the actions below, as needed. You can select each action in any order. After each action, you will return to the dialog to perform additional options.

A ✓ check mark appears on each action button when completed.

Send Email – The Email Recipients dialog opens. Select the recipients that you want to send the document to. See Email Overview for detailed instructions.

A copy of the email, containing the attached document, is saved to the client/policy Attachments list if the Auto Attach Sent Emails setting in General Settings is checked.

See User Email Setup to configure HawkSoft to send emails through your email provider.

Print Copy – The Print dialog opens. Select printing options, and then click Print.

Send for E-Signature – The Send Document for E-Signature dialog opens. Add signers and email addresses, select a template or enter a message, and drag and drop additional documents to send for signature as needed.

See E-Signature Overview to set up integration between HawkSoft and your e-Signature provider.

Attach Copy – The document is saved and attached to the selected client/policy Attachments tab.

If the Attach a copy of the document to the client file on action below option was selected before performing any of the above actions, a green checkmark indicates that the document has already been attached to the client/policy.
Click Finish and Close when you are done performing Print/Send/Attach actions.

The Edit - Automobile Loss Notice dialog opens.
Click OK to close the Edit - Automobile Loss Notice dialog.
Click Finish to close the Action menu.

The Finalize Log dialog opens.
Add log comments and create a Task as needed, and then click Save Log.

The loss notice form displays on the Forms tab on the policy. If you selected Attach from the Print or Send Documents dialog, then the form also displays on the Attachments tab on the policy.

To add a Home or Property Loss Notices

Retrieve the client, and then select a Home or Property policy within the client.
Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.
Select Print/Create > Loss Notice 001.

The Edit - Loss Notice dialog opens.
Select one of the following:

Edit – Select an existing Loss Notice from the list, and then click Edit to modify the Loss Notice.

New – Click to create a new Loss Notice.

The ACORD 1: Property Loss Notice opens with agency, client, and policy information prefilled from the selected client/policy.
Complete the Loss Notice information.
Click Print/Send/Attach in the top left corner.

The Print or Send Document dialog opens.

This dialog enables you to email, print, and attach the form, as well as send the form for e-Signature.

Print or Send Document options

The following options can be applied to your document before you email, print, send for signature, or attach.

You can use the Back button at the bottom of the dialog to return to your form if additional changes are needed.
Example: You can perform any action, such as attach the form, and then go back and modify the form and attach the modified copy as well.

Apply Agent Signature on Action

HawkSoft enables you to select an electronic signature from the Apply Agent Signature on Action drop-down list to add to forms that have an Agent or Producer Signature field.

You must have a signature stored in your HawkSoft profile to use this feature. See My Account Information and Signature to add a signature to HawkSoft.

In addition to your own, signatures for other users are available from the drop-down list if they have been shared with you.
See My Account Information and Signature for more information.

Page Range

Select the specific pages to be included with any of the actions selected below. For example, if a page of the form has exclusions that don't pertain to your state, you can remove that page before sending or printing the form.

Click to see your signature or to verify that you have selected the correct pages.

Attach a copy of the document to the client file on action below

Select this check box before emailing, printing, or sending the document for signature, and if you want to attach a copy of the document to the client/policy Attachments tab when you are done performing actions.

HawkSoft recommends attaching a copy to the client/policy Attachments tab.

Click to open the Edit Attachment Properties dialog to assign a task, modify the Description, as well as other modify attachment details, as needed.

Available Actions

Select any or all of the actions below, as needed. You can select each action in any order. After each action, you will return to the dialog to perform additional options.

A ✓ check mark appears on each action button when completed.

Send Email – The Email Recipients dialog opens. Select the recipients that you want to send the document to. See Email Overview for detailed instructions.

A copy of the email, containing the attached document, is saved to the client/policy Attachments list if the Auto Attach Sent Emails setting in General Settings is checked.

See User Email Setup to configure HawkSoft to send emails through your email provider.

Print Copy – The Print dialog opens. Select printing options, and then click Print.

Send for E-Signature – The Send Document for E-Signature dialog opens. Add signers and email addresses, select a template or enter a message, and drag and drop additional documents to send for signature as needed.

See E-Signature Overview to set up integration between HawkSoft and your e-Signature provider.

Attach Copy – The document is saved and attached to the selected client/policy Attachments tab.

If the Attach a copy of the document to the client file on action below option was selected before performing any of the above actions, a green checkmark indicates that the document has already been attached to the client/policy.
Click Finish and Close when you are done performing Print/Send/Attach actions.

The Edit - Loss Notice dialog opens.
Click OK to close the Edit - Loss Notice dialog.
Click Finish to close the Action menu.

The Finalize Log dialog opens.
Add log comments and create a Task as needed, and then click Save Log.

The loss notice form displays on the Forms tab on the policy. If you selected Attach from the Print or Send Documents dialog, then the form also displays on the Attachments tab on the policy.