FNOL template for public adjuster intake and claim kickoff.

Who this template is for

• Teams standardizing first-notice capture across multiple people or intake sources.
• Firms that want cleaner intake handoffs without relying on memory or freeform notes.
• Operations leads building a repeatable intake command center.

Core FNOL fields

Use these fields as the minimum structure for first notice of loss.

• Claimant name, address, phone, and preferred contact method.
• Date of loss, reported date, and high-level event summary.
• Carrier, policy number, claim number, and assigned contact if known.
• Current urgency, inspection status, and immediate next step.

Context that improves downstream execution

These details prevent the next team member from restarting intake work.

• Initial documentation already collected and what is still missing.
• Any promised follow-up, deadline, or inspection window.
• Special property, access, or claimant context that affects field work.

How to use the template operationally

The template works best when it is paired with assignment and next-action discipline.

• Use one owner for completion so the template does not become half-filled metadata.
• Flag unknowns explicitly rather than burying them in notes.
• Do not move the file forward until the next action and owner are clear.