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👥 Team View Showing:
🚨 FNOL First Notification of Loss
Add New Lead
Add New Client
Create a Task
Open Calendar
🚨
Register claim (FNOL)

Search for a policy holder, then select a policy.

Find client

Click below to open client search (same as the top bar).

Select policy
🚨
Register a claim —

Enter the date of loss to continue.

Date of loss
Search

Narrows results - only used with number/reference searches
Recent searches
Policy holders
↑↓ Navigate ↵ Search Esc Close

Quick Add

+
ClaimRegister first notification of loss
+
New clientCreate individual or company
✓
TaskAdd task and link to record

Notifications

No unread updates When a Feedback & Issues item is resolved from ClickUp, it will appear here.

New email

Compose is not wired to the portal yet. Use your usual email workflow until this is integrated.
Recent Tasks
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