Client portal (Desk)
Turn it on under 👤 → 🗂 Desk team & assignments → Client portal → Turn on (administrator).
- Client companies: on the team page's Client portal tab, use Add a client company (name and type: carrier, TPA or self-insured).
- Portal users: on the team page's Client portal tab, pick the company and enter the person's name and email.
- They get a temporary password, also emailed to them when email delivery is set up. Copy sign-in details lets you send it yourself.
- They sign in at your Claimsfy address with their email address.
- Which claims they see:
- Open the claim, press 🏢 Client and choose the company. Choose Not shared to stop sharing.
- What they see:
- Status and progress (received, contacted, inspected, estimate, closed), their claim number and yours, the loss date and the adjuster's name and email.
- Whatever you send them through 🏢 Client. Internal notes, estimates, photos and other claims stay private.
In a claim, 🏢 Client (desk adjusters, supervisors):
- Messages: write to the client. Their replies show here, with a count on the button, a pop-up note and a 🔔 notification.
- Documents: share a file from your computer or from the claim's documents. When you download a report from a shared claim, Claimsfy offers Share with client in one click. Documents the client uploads appear here too.
- Authority: ask the client to approve settlement authority, a payment, a reserve change or a coverage decision, with the amount and your reason. They approve or deny with a comment, and you see the decision straight away. A pending request can be withdrawn.
Clients can also:
- Upload documents to a claim.
- Change their own password.
Deactivate a portal user, or give them a new temporary password, on the Client portal tab.
Client portal guide.pdf is a one-page guide you can send to client users.