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Claim Mosaic

Activity Tab

The Activity tab provides a comprehensive, time-stamped diary of every action and communication related to the claim. This serves as the official record, ensuring a clear and auditable history from start to finish.

The Activity Feed

Section titled “The Activity Feed”

The main part of the tab is the activity feed, which displays all entries in reverse chronological order. Each entry shows who performed the action and when it occurred.

Adding New Activities

Section titled “Adding New Activities”

You can add several types of activities using the input box at the top of the feed:

  • Note: A general-purpose entry for internal comments, file updates, or any relevant information.
  • Email: Log communications sent or received via email.
  • Phone Call: Document conversations with clients, adjusters, or other parties.

You can paste formatted text into a note. Supported formatting, including headings, lists, bold or italic text, links, quotes, and simple tables, stays with the note when saved and reopened. Type @ and select a teammate from the list to mention them.

For any activity, you can also:

  • Attach a file: Link a document or image directly to the note.
  • Log Time: For an email or phone call, enter the hours and minutes spent when time tracking is available. Use Billable, when shown, to include that time in billing calculations.
  • Mark as Confidential: Turn on Confidential to exclude the activity from customer correspondence.

When Claim Agent is available for your account, you can ask it to draft a claim update. Review the draft and add or send it through your usual activity workflow. Asking for a draft does not automatically save an activity or send an email.

Filtering the Feed

Section titled “Filtering the Feed”

To quickly find specific information, you can use the filter buttons at the top of the feed to show only:

  • All
  • Note
  • Email
  • Phone Call
  • Confidential
  • Task

Managing Activities

Section titled “Managing Activities”
  • Pin Activity: Click the thumbtack icon on an important entry to pin it to the top of the activity feed for easy reference.
  • Delete Activity: Users with appropriate permissions (typically Admins and Owners) can delete an activity by clicking the trash can icon.