How to Send Link After the Claim is Setup

To send Link from Web

Link from Encircle can be sent to a policyholder at different points in the workflow, either during the claim setup after or any time during the claim process.

After entering the policyholder and claim details, you can add a Link before opening the claim. See the video below.

To send Link after the claim is set up, (an existing claim), do the following:

  1. In the Overview, (left menu section of the claim), scroll down to the Link section and click Add Link.
  2. Select the Link Delivery Medium to send the link either by email or text message.
  3. Ensure the policyholder email or mobile phone is entered, depending on which method you will use to send the link.
  4. Select or the Room(s) you want the policyholder to photograph. To add a document for remote signing, click Create Document and follow the prompts.
  5. Click Add Link.

See the related articles below for further assistance with guiding the policyholder to take photos and sign documents.

Downloadable Guide: Helping the policyholder through Link

Still need help? Contact Us Contact Us