Contacts & Intakes
Manage contacts, capture claim details through intakes, send contracts, and automate workflows.
4 articles
- AutomationsAutomations help streamline your workflow by automatically performing actions when something happens.
- Creating and Managing ContactsLearn how to add, organize, and keep your contact information up to date.
- Submitting and Managing IntakesLearn how to capture and manage claim details quickly and accurately.
- Sending and Managing ContractsLearn how to capture and manage claim details quickly and accurately.