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.

claim_overview1.png

 

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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