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.
- In the Add New Claimant dialog box, select Contact is an individual.
- In the Full Name field, type the claimant's full name.
- In the Birthdate field, type the claimant’s birthdate using the MM/DD/YYYY format.
- In the Social Security Number box, type the claimant’s SSN.
- In the Moving In Date/ Purchase Date box, type the claimant’s moving-in date or purchase date using the MM/DD/YYYY format.
- In the Address Type dropdown, select the type of address that you’re entering for the claimant.
- In the Street Address or P.O. Box box, type the claimant’s address.
- In the Apt., Suite or Unit Number, etc., type the unit number.
- In the Country dropdown, select the country linked to the claimant’s address.
- In the Zip Code box, type the ZIP code linked to the claimant’s address.
- To add another address, select + Add Another Address and repeat steps 6-10.
- In the Phone Number box, type the claimant’s phone number.
- From the Type dropdown, select the type of phone number.
- To add another phone number, select + Add Another Phone Number and repeat steps 12 and 13.
- To add an email address, select + Add an Email Address.
Note: If you don't want to add an email address, move to step 19. - In the Email Address box, type the claimant’s email address.
- In the Type dropdown, select the type of email address.
- To add another email address, select + Add Another Email Address and repeat steps 16 and 17.
- When you’re finished, select Save Contact.