Claims Intake Control Panel

High-level view of new referrals and intakes before they become full UBS claims.

Demo LC / Property Not connected to live systems

New referrals today

0

From adjusters, TPAs, carriers & attorneys

Intakes in progress

0

Files not yet converted to full claim

Missing critical info

0

Requires follow-up before onboarding

Onboarded this month

0

Successfully handed off to claims team

Intake Pipeline

Intake ID Insured / Location Source Status LOB Est. Loss Last Touch

Selected Intake

Select an intake row above to see details.