Claims

Claims

Complete the Add New Claimant dialog box for an organization

As an agent, you can add a claimant to a claim by completing the Add New Claimant dialog box.

To complete the Add New Claimant dialog box, select the Claimant(s) green + icon and:

  1. In the Add New Claimant dialog box, select Contact is an organization.
    Figure 1: The Contact is an organization radio button selected in the Add New Claimant dialog box.
  2. In the Organization Name, type the claimant’s name.
  3. In the Federal EIN/Tax ID box, type the FEIN/Tax ID associated with the organization.
  4. From the Address Type dropdown, select the type of address you’re entering for the claimant.
  5. In the Street Address or P.O. Box box, type the street address linked to the claimant.
  6. In the Apt., Suite or Unit Number, etc. box, type the unit number linked to the claimant’s address, if applicable.
  7. From the Country dropdown, select the country associated with the claimant’s address.
  8. In the Zip Code box, type the ZIP code associated with the claimant’s address.
  9. To add another address, select + Add Another Address and complete steps 4-8.
  10. In the Phone Number box, type the claimant’s phone number.
  11. From the Type dropdown, select the type of phone number.
  12. To add another phone number, select + Add Another Phone Number and repeat steps 10 and 11.
  13. To add an email address, select + Add an Email Address. Continue to step 14 to add an email address. If you do not wish to add an email address, move to step 17.
  14. In the Email Address box, type the claimant’s email address.
  15. From the Type dropdown, select the type of email address.
  16. To add another email address, select + Add Another Email Address and repeat steps 14 and 15.
  17. When you’re finished select Save Contact.