Dashboard

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Show:

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Claim Number

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Loss Date

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Claim Type

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Cause of Loss

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Loss State

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Claim Status – Open, Closed or Reopened

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Loss Description – Can Not Edit

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Loss Comments – can Edit, Save and Reset

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Loss Address – Can Not Edit

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Next Calendar Date

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Text Messages

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Emails

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Inbound Calls

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Claim Documents

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Outbound Calls

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Voicemail Reiceved

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Voicemail Returned

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Client Name: Can not Edit, Can Add Clients

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Client Type: – Can not Edit

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Client Address –

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Client Phone –

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Client Email –

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Policy Number

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Effective Date

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Line of Business

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TrackAll Policy Number

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Major Number

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Master Company

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Paid Through Date

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Pending Cancel Date

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Account Number

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Expiration Date

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Tracking System

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