Contacts Tab

The Contacts tab serves as a centralized address book for every individual and company involved in a specific claim. This ensures that all stakeholder information is organized and easily accessible.

Contact Categories

Contacts are organized into logical categories using sub-tabs for quick navigation:

All: Displays every contact linked to the claim.
General: Typically includes the policyholder(s) and other general contacts.
Carrier: For contacts from the insurance company, such as the desk adjuster or field adjuster.
Staff: Lists all internal users (your staff) assigned to or involved with the claim.

Managing Contacts

Adding a Contact: Click the Add button to link a new contact to the claim. You can search for an existing contact from your central database or create a new one on the fly.
Assigning Roles: When adding a contact, you must assign them a Contact Type (e.g., Carrier Desk Adjuster, Attorney) and specify which Section (General, Carrier, or Staff) they belong to.

External Portal (EP)

The External Portal (EP) is a secure, view-only portal that allows you to share claim information with external stakeholders like policyholders or attorneys without giving them full access to the system.

Granting Access: Any contact with an “EP” icon next to their name has been granted access. You can send them a unique, secure link to the portal.
Authentication: For security, the contact must enter their email address to authenticate and access the portal.
Functionality: Inside the portal, the contact can:
- View key claim details that you have configured to be visible.
- Upload files directly to the claim’s Files tab.

This feature is ideal for keeping clients informed and for securely receiving documents from third parties.