While it’s usually not mandatory to share the claim file with your field team, you can do this if you want your team member to get notified that they have a new job to work on. That person will receive an email and an in-app notification to let them know they’ve been shared on a new claim and launch the file.
To share a claim, follow these steps:
- Open the Overview tab of the claim.
- Scroll down to the Shares section and click Share Claim.
- Enter the email address of the user you wish to share with.
- Click Add Share.
Note that your team members will typically be able to self-assign to claims on their own which is why sharing the claim isn’t mandatory.. The only exception to this rule is for limited permissions users, who do need to be explicitly shared on a claim in order to see it.
It’s also worth noting that sharing a claim with someone gives them full access to see and edit all data in the claim. This of course makes sense for members of your team, but sharing the claim file itself with your client or adjuster is not necessary.
In most cases, our Link tool and our built-in reports are the best options for requesting or sharing claim information outside of your organization. Use Link to request information like photos and document signatures. And use our built-in reports to share information like photos, dry logs, contents listings, etc with insurers and clients as you go along.