Dashboard

Show:

Claim Number

Loss Date

Claim Type

Cause of Loss

Loss State

Claim Status – Open, Closed or Reopened

Loss Description – Can Not Edit

Loss Comments – can Edit, Save and Reset

Loss Address – Can Not Edit

Next Calendar Date

---

Text Messages

Emails

Inbound Calls

Claim Documents

Outbound Calls

Voicemail Reiceved

Voicemail Returned

---

Client Name: Can not Edit, Can Add Clients

Client Type: – Can not Edit

Client Address –

Client Phone –

Client Email –

---

Policy Number

Effective Date

Line of Business

TrackAll Policy Number

Major Number

Master Company

Paid Through Date

Pending Cancel Date

Account Number

Expiration Date

Tracking System