Policyholder: Send and reply to a message
Updated
by
Jennifer B.
Please note that messages added here go to the software development team and not to your insurance provider. If you have feedback about your claim process or require immediate assistance, we recommend reaching out to your insurance adjuster directly. We appreciate your input!
You only see the Messages option if your insurance company has enabled it.
Send a message
Shared messages are viewable by the team members chosen as recipients, as well as your project’s primary contact and their company.
Option 1
- Select the Send Message quick action button at the top of your dashboard.
- Select New Message under your name in the upper-right side of your screen.
- Click the Select recipients line in the Write a new message card to see a list of potential recipients. You can only send ClaimXperience messages to the users listed.
- Select the check boxes for the users you want to send the message to.
- Write your message.
- Select Send.
Option 2
- Select Messages from your side navigation menu.
- Select New Message under your name in the upper-right side of your screen.
- Click the Select recipients line in the Write a new message card to see a list of potential recipients. You can only send ClaimXperience messages to the users listed.
- Select the check boxes for the users you want to send the message to.
- Write your message.
- Select Send.
Reply to a message
Option 1
- Select the Send Message quick action button at the top of your dashboard.
- Select the message you want to reply to from the Conversations list.
- Type your message on the Write a reply line.
- Select Reply.
Option 2
- Select Messages from your side navigation menu.
- Select the message you want to reply to from the Conversations list.
- Type your message on the Write a reply line.
- Select Reply.