OPTIONS

• This features allows you to bulk delete insureds, export the insureds’ information to the other 360 apps, mark a claim or claims complete and send bulk personalized emails with or without attachments.
• Check the insureds you want to include in this action.
• After the insureds are selected, click on the ‘Options’ button.
• There are four actions that can be performed.
  • Delete selected insureds.
    • Select this button if you want to delete the selected insured(s). Then, click on the Proceed button. Deleted insureds can be restored from the My Insureds Deleted folder

• Export to
  • Select this action if you want to set up your insureds in any of the other 360 apps.
  • You can add all of your claims to the other 360 apps either one by one or as a group.
  • Click on the 360 app or apps you would like to setup for this insured. Selected apps will be outlined in green. Now click on Proceed.
  • The insureds will now be added to and activated in the selected 360 apps.
  • Use your login and password from Claims360 to log into any and all of the 360 apps and websites.

• Mark as Complete
  • Select this button if you want to mark the selected claims as complete.
  • Then click on the Proceed button. 
  • Completed claims can be reactivated or deleted in the My Insureds Completed folder.

• Send Email.
  • This is where you are going to send the custom tokened emails to your insureds.
  • Select Send Email.
  • Select an email from the list of emails you created in My Documents.
  • Click on Proceed.
  • A few clicks and all emails are sent in seconds.

(10) EXPORT INSUREDS

• Export Insureds allows you to export all selected claims to an Excel spreadsheet that can be saved to your computer.
• If you have to manually create claims in Xactimate, the spreadsheet is in the same order as the information you will need to enter into Xactimate when you setup a claim.