- MY INSUREDS DASHBOARD
- Click on the My Insureds
- On the My Insureds dashboard, you will see your insured along with their email address, phone number and loss location.
- The Forms column is where you will create your NFIP Preliminary Report and your Advance Request report.
- The Status column is where you will assign a token.
- Prelim360 is tokened based. One token per claim. You will need to purchase a token in order to produce the Prelim report and Advance Request.
- Click on Assign Token to assign a previously purchased token to this insured.
- To purchase additional tokens, click on Pricing in the top Nav Bar.
- Action column
- Photos
- Click on the camera icon to view the prelim photos.
- Prelim Data
- This is where you will enter the information needed to complete your Prelim and Advance report.
- NOTE: We recommend adding all known prelim data on your computer. It’s easier and faster than trying to add it on your cellphone.
- Edit Insured Info
- Editing the insured’s information from Prelim360 does not change or update the insured’s info in Claims360.ai.
- Delete Insured
- If you delete the insured from Prelim360, the insured’s information remains in Claims360 but cannot be added back to Prelim360.
