Plnar projects can be initiated through the Plnar Portal, our InsuredConnect feature, the Plnar API, the Plnar Pro App, as well as your electronic FNOL system. Syncing the project to CoreLogic is a simple process.
Step 1: Create | Locate Claim Assignment | Verify Loss Info within CoreLogic Claims Workspace (formerly Claims Connect).
Navigate to Claims Workspace and find the associated claim.
Be sure that the claim number in the portal matches exactly with what is in Claims Workspace. Otherwise a new project will be initiated.
*Note, you must have the email & mobile fields filled out in the "Insured Information" section of the Loss Summary tab and ensure your profile is up to date with your contact information.
Step 2: Step 2: Assign Claim | Select PLNAR Snap
With the claim open, navigate to the assignment menu option the right, click to expand
Click Assign to open the Assignment Type selection menu
The Assign Claim selector will open. With the Vendor List tab in view, check the box next to PLNAR Snap & click Assign selected Vendor
Step 3: Select Adjuster Fulfillment Method
On the Assignment modal that appears, click the Edit custom fields link to launch the Fulfillment Type selector. (If you don't see this link, click here to enable this option on your account, then return to follow these steps.)
Open drop-down and select By Adjuster
Click Apply
Once requested, a connection is made with the Portal and assets will begin to sync. After 20 seconds or so, head over to the Timeline tab in Claims Workspace and refresh your screen. You should start to see sync activity in the notes.
If you have any questions, feel free to reach out to Plnar Support using the chat icon on this page.