Add contacts and parties to a claim

Written by Wilbur Admin

Updated at August 7th, 2023

Adding a contact or party

  • Select ‘CLAIM #(Claim number)’ from the left-hand side menu.
  • Scroll down to the ‘CONTACTS’ section.
  • Click the ‘ADD CONTACT’ button to add additional contacts on the claim, for example Third Parties, Witnesses, Strata Manager, Claims Contact.
    • A pop-up window will display.
    • Fill in the available fields with the contact details the mandatory fields are indicated with an ‘*’ in the top right-hand corner.
    • Choose the preferred contact method (Phone, Mobile or Email) from the ‘PREFERRED CONTACT’ drop-down field.
    • Select whether this contact can be contacted for access to the site with the ‘CONTACT FOR ACCESS’ field.
    • Click ‘SAVE’ to add this contact to the claim.


Identify main contact on claim

  • The main contact will be highlighted in yellow and have a solid blue star
  • If there are multiple contacts on the claim, click the  icon next to the contact to indicate they are the main contact on the claim.
    • A pop-up window will display, click ‘ASSIGN’ to assign that contact as the main contact.
  • If there is only one contact on the claim, they are automatically assigned the main contact icon.