LogiClaim – Incoming Correspondence

The Incoming Correspondence screen in the LogiClaimX Agent Portal is where all incoming post, email and messages arrive, get matched to the right client and claim, and get dealt with. The screenshots use fictional sample data.

Using Incoming Correspondence

• What the Incoming Correspondence Screen Does
• Finding Your Way Around
• The Folders
• Mine, All Users and Assigning Items
• The Item List
• Reading an Item
• Linking an Item to a Client and Claim
• Categorising an Item
• Reprocessing Items
• Finishing an Item
• Replying to and Forwarding Emails
• Sending from the Template Library
• Quick Actions and Scheduling
• Details, To Do and History
• When Something Goes Wrong
• Quick Reference

Setting Up (Administrators)

• Correspondence Categories
• Lender Settings
• Linked Lender Groups
• Quick Action Types
• Credit Report Lender Names
• Other Prerequisites