All Products > ClaimXperience Team Member > Primary Contact > Working with your policyholder
8 articles
Click on the project in your Claims Library. Click to open the Policyholder Invite drawer. Enter your policyholder’s contact information. Click Send .
Updated 6 months ago by Jennifer B.
Check with your policyholder to see if they received the invitation. If you need to resend the invitation, Click. Confirm the method of delivery contact information. Click SEND.
Click on your policyholder's name at the top of your dashboard to open the Policyholder Info drawer. Update your policyholder's information. Click Edit .
Policyholder Preferences include when the policyholder is available, how they prefer to be contacted, and any other information that might help team members who are working on the project…
If your policyholder can’t add or make changes to their preferences themselves, you can also make those changes for them.
Click Edit in the Policyholder Preferences card on your dashboard. Change the Policyholder Preferences as requested by the policyholder. Click Update. Team members are notified when policyholder pref…
Click Additional Living Expenses in your Tasks menu. Click START TASK. Enter the Additional Living Expenses information, making sure all required information is included. You can share the task when…
Click Personal Property in the Tasks menu on your dashboard. Click Clean/Storage. Click under your name at the top of your screen. Click the Allow Policyholder to Request Items toggle.
