Step 3 of a new intake

New Claim

Connect the customer, loss address, insurance carrier, and the first follow-up date.

Loading customers, properties, and carriers…

Who and where

Customer and loss property

CustomerProperty

Attribution

Lead sourceUse Unknown / Legacy only when the real source cannot be verified.Captured how?CampaignReferral name

Insurance information

Insurance companyAssigned employeeClaim numberIt is okay to leave this blank until the carrier gives it to you.Policy numberDate of lossLoss type

Loss descriptionWrite what is known now. It can be edited later.

Starting state

Claim statusCoverage statusEstimate statusPayment statusNext action date and timeWhen someone must look at this Claim again.

Coverage notes