Contents Collaboration: Get help building your loss inventory with Claim Rep View

Updated by Jennifer B.

We're listening! We will continue to look for ways to make this process easier, and we appreciate your feedback.
You can invite your claim representative to see your loss inventory. If they accept the invitation, they will only see the inventory and won't be able to make any changes while in Claim Rep View.

Invite your claim representative

  1. Select Claim Rep View from your Tools menu.
  2. Select Activate.
  3. Send or read the activation code to your claim representative.
  4. Your claim representative enters the activation code at to access a read-only version of your inventory.
Only you can make and save changes to your loss inventory until you submit your inventory.
You can also use the Inventory Suggestions at the bottom of the Loss Inventory page to help you build your inventory.

How Did We Do?