Contacts Overview

The Contacts section is a unified Customer Relationship Management (CRM) system that serves as a central directory for every individual you interact with. Unlike other systems that might have separate lists for clients and staff, this section consolidates everyone into a single, manageable database.

A Single Source of Truth

Every person, regardless of their role, is stored here. This includes:

• Policyholders (Clients)
• Users (Your internal staff)
• Adjusters
• Attorneys
• Engineers
• Any other individual involved in a claim or lead

This unified approach gives your team one place to manage people and their relationships. A contact can be associated with multiple claims, leads, or companies, and those relationships are tracked from the contact record. Search the directory before adding a contact to avoid creating a duplicate record.

From this section, you can add new contacts, search and filter your entire directory, and access detailed records for each individual.