This course is meant for supervisors, administrators, project managers, and anyone who will be using Encircle from the office. We will walk you through the basic skills you'll need to create new claim files, connect with field teams, involve the policyholder, and manage your claims remotely.

This course includes the following:

• The Claim Inbox
  
• Adding a Claim
  
• Claim Overview
  
• Encircle Link
  
• General Notes
  
• The Activity Tab
  
• Status History
  
• Structures & Rooms
  
• The Spreadsheet Tab
  
• Creating Reports
  
• Creating Reports (PDF)
• Custom Forms (PDF)
  
• Guiding the Policyholder through Link (PDF)
  
• Sample Encircle Report (PDF)

Thank you to Encircle for Championing Education, Learn More:  Encircle