Step-by-step instructions on how to add a new carrier.
- From the More tab, tap Carriers
. - On the top right, tap Options
. - Tap + New.
- The next screen will allow you to add information for your carrier as well as information for any associated adjusters.
- Adding a desk adjuster for this carrier is as simple as tapping + add adjuster and entering the required information.
- Feel free to add a company logo for the carrier. You can grab a picture from your phone’s photo library, take a picture with the camera, or even click the blue globe icon to do a quick google image search on the name of the company!
- Once all information is entered, tap Done.
Your newly added information will be displayed on the next screen.
To go back to your list of carriers, tap < Back.
NOTE: Once you have assigned claims to this carrier, you can access those claims from here, too!
View claims by Carrier #
- Navigate to the carrier for whom you wish to view claims for.
- Select the Claims tab at the bottom of the screen.
- By default, only open claims will be displayed. However you can view all claims by selecting Clear Filter.