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 organization.
- In the Organization Name, type the claimant’s name.
- In the Federal EIN/Tax ID box, type the FEIN/Tax ID associated with the organization.
- In the Address Type dropdown, select the type of address you’re entering for the claimant.
- In the Street Address or P.O. Box box, type the street address linked to the claimant.
- In the Apt., Suite or Unit Number, etc. box, type the unit number linked to the claimant’s address, if applicable.
- In the Country dropdown, select the country associated with the claimant’s address.
- In the Zip Code box, type the ZIP code associated with the claimant’s address.
- To add another address, select + Add Another Address and complete steps 4-8.
- In the Phone Number box, type the claimant’s phone number.
- In the Type dropdown, select the type of phone number.
- To add another phone number, select + Add Another Phone Number and repeat steps 10 and 11.
- To add an email address, select + Add an Email Address, but if you don't want to add an email address, move to step 17.
- 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 14 and 15.
- When you’re finished select Save Contact.