Requirements: You need to complete your insurance information before performing this action. Click here if you want to learn how to add your insurance information.
Instructions
Click on your prospect
Once you are on your prospect’s page, click on the edit icon next to “Customer Info”
Complete all the required information and make sure all the information is correct.
Click Submit
Click on the edit icon next to “Job Info”
Scroll down, and click on the drop-down menu under Bid type
Pick Insurance Bid
Make sure the Sales Rep information is accurate
Click Submit
Under Job Info, click on the File Claim link
Complete and submit the form
