Insurance Claims Clerk how-to

How to Take a First Notice of Loss

Good first reports speed claims.

Updated By the Career Education Institute Curriculum Team
Quick answer

Good first reports speed claims. In short: verify; get; get, then complete the remaining steps below.

Step by step

  1. Verify the policy.

  2. Get date and place.

  3. Get a description.

  4. Get involved parties.

  5. Explain next steps.

  6. Create the claim.

Safety reminders for insurance claims clerks

  • Protect personal and health data
  • Report suspected fraud
  • Follow privacy rules
  • Use ergonomic setups

Claim · Policy · Policyholder · Coverage · Deductible · Endorsement: see the full insurance claims clerk glossary.

More insurance claims clerk how-to guides

Learn this in Insurance Claims Clerk trainingTake the practice test
Enroll in trainingTake fit quiz