Claim Home Page Overview

Link to Documenting Basics

When you open a claim on mobile you'll see the "home" screen / main page.

See the guide below for basic navigation/function on this page.

1. Short cuts to: 

  • Open GPS to navigate to Property
  • Open phone to call policyholder
  • Open email app to email policyholder

2. View the claim details and edit as needed.

3. Sharing options: sending Link to the policyholder and sharing the claim with team members

4. Viewing, creating, and signing documents and reports.



5. Return to Home page.

6. Set the Claim Status.

7. Search for anything in the claim file.

8. Set the connectivity mode. (offline, wifi only, wifi + data)


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