Contact Information
Phone (Primary Lookup)
Email Address
Primary Residence
City
General Notes
Claims for this Client
A client can have multiple claims over time or across different properties/storms.
| Claim ID | Property Address | Insurance Carrier | Current Phase | Workflow Stage | Next Action | |
|---|---|---|---|---|---|---|
| Open Claim → |
Referrals Rollup
Summary of who referred this client and any referrals sent by this client.
Inbound Referral
Referred by Devon Michaels
Phone: (708) 555-0176
Payment condition: Payable upon Empire contract signing and 1st check collection on Claim #ST-88213.
Outbound Referrals Sent by Maria
Carlos Diaz (Neighbor)
218 Elm St · Claim completed
Helen Ortiz
222 Elm St · Claim completed
Client Communication History
Persistent log of calls, text discussions, and relationship notes for Maria Santos.