nnnn
🏗️ Property Claim Assignment Workflow
nnnnPlatforms Involved:
nnnn- n
- Carriers nnnn
- Adjusters Online nnnn
- My Claim Support nnnn
- Adjusters nnnn
- Adjuster Admins nnnn
- Loss Inspection Pro / Pros nnnn
- Contractor Claims n
Built with:
nnnn- n
- ✅ Ultimate Member Core nnnn
- ✅ Profile Tabs nnnn
- ✅ Private Messages nnnn
- ✅ User Notes nnnn
- ✅ User Roles nnnn
- ✅ User Locations nnnn
- ✅ Real-Time Notifications nnnn
- ✅ Content Restriction nnnn
- ✅ Form Builder n
nnnn
🟨 Phase 1: Claim Intake & Assignment
nnnn- n
- Carrier Submits Claim Assignment Requestn
- n
- Form created via UM Form Builder nnnn
- Role:
carrier_usernnnn - Submission triggers notification to
my_claim_supportn
nnnn - My Claim Support Sends Contact Email/SMSn
- n
- Uses Real-Time Notifications + optional SMS integration nnnn
- Creates account for
claim_contactusing UM Registration Flow n
nnnn - My Claim Support Assigns Adjuster Admin or Adjustern
- n
- Role:
adjuster_adminoradjusternnnn - Assignment logged via User Notes nnnn
- Claim record created via JetEngine CPT:
claim_assignmentn
nnnn - Role:
- Adjuster Admin Assigns Adjustern
- n
- Uses dropdown selector in dashboard tab nnnn
- Assignment triggers notification to adjuster n
nnnn - My Claim Support or Adjuster Admin Assigns Loss Inspection Pron
- n
- Role:
loss_inspection_pronnnn - Assignment logged in claim record nnnn
- Inspector receives notification and access to inspection order n
n - Role:
nnnn
🟧 Phase 2: Field Activity & Communication
nnnn- n
- Adjuster Uses Loss Inspection Pro to Conduct Inspectionn
- n
- Uploads photos, scope notes via dashboard tab nnnn
- Location tagged using User Locations Extension n
nnnn - Adjuster Makes Initial Contact with Claim Contactn
- n
- Sends Initial Contact Letter via Private Messages nnnn
- Logs contact via User Notes n
nnnn - Adjuster Sets/Confirms Inspection Daten
- n
- Updates claim record nnnn
- Sends confirmation via dashboard n
n
nnnn
🟦 Phase 3: Status Updates & Documentation
nnnn- n
- Adjuster Submits Status Updatesn
- n
- Day 10, 14, and 30 updates via UM Form Tabs nnnn
- Sends 30-Day Status Letter via Private Messages n
nnnn - Adjuster Develops Repair Estimaten
- n
- Uploads PDF or Xactimate file nnnn
- Linked to claim record nnnn
- Visible to
adjuster_adminandmy_claim_supportn
nnnn - Adjuster Develops Closing Reportn
- n
- Includes summary, photos, scope nnnn
- Submitted via dashboard tab n
n
nnnn
🟥 Phase 4: Claim Resolution & Supplements
nnnn- n
- Adjuster Admin Completes Assignmentn
- n
- Marks claim as “Complete” nnnn
- Triggers notification to
my_claim_supportn
nnnn - Adjuster Admin Closes Claim Assignmentn
- n
- Final review nnnn
- Status updated in claim record n
nnnn - My Claim Support Reopens Claim for Supplementsn
- n
- Role:
my_claim_supportnnnn - Reassigns adjuster or contractor n
nnnn - Role:
- Contractor Claims Verifies Supplements & Repairsn
- n
- Role:
contractor_claimsnnnn - Uploads verification photos nnnn
- Logs notes via User Notes n
nnnn - Role:
- Adjuster Develops Final Closed Reportn
- n
- Includes supplement summary nnnn
- Submitted to
adjuster_adminn
nnnn - Adjuster Admin Final Completes Assignmentn
- n
- Status: “Final Closed” nnnn
- Notification sent to Carrier n
n
nnnn
🔐 Role-Based Access via Ultimate Member
nnnn| Role | Dashboard Tabs | Permissions |
|---|---|---|
carrier_user | Submit Claim | View own claims |
my_claim_support | Assign Claims, Reopen Claims | Full access |
adjuster_admin | Assign Adjusters, Close Claims | Manage team |
adjuster | Claim Updates, Reports | Field activity |
loss_inspection_pro | View Inspection Orders | Upload results |
contractor_claims | Verify Repairs | Upload supplements |
claim_contact | View Status, Messages | Limited access |
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