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PERSONAL INFORMATION
First Name
Last Name
Email
ADDRESS
Street address
State
Zip
City
CONTACTS
Contact #1
US
Contact #2
US
Contact #3
US
PIPELINE / STAGE
Pipeline
- Intake -
Production
Backend / Returned
Collision
Stage
Fresh Leads
No Response
Scheduled
Drop / Check In
Claims / Scope
Estimate
Confirm Ins. Received
Adjuster Schedule
Pending Approval
Approved To Be Scheduled
Status
OPEN
COMPLETED
Insurance Information
Insurance Company
AAA
Acceptance
Acuity
ALINSCO
allied
Allstate
American Family Connect
Blue Fire
Connect Insurance
Elephant
Farmers
Foremost County Mutual
FRED LOYA
Geico
Home State County Mutual
Kemper
Liberty Mutual
NATIONAL GENERAL
Nationwide
Oklahoma Insurance Financial
Progressive
ROOT
SAFECO
Standard
STANDARD INSURANCE
State Farm
STATEFARM
TOYOTA INSURANCE
Travelers
United Auto Insurance Group
USAA
Policy Number
Claim Filed
NO
YES
Claim Number
Deductible Amount
$
Rental
No Rental
Not Sure
Yes - With Coverage
Yes - Without Coverage
Location Date of Loss
Loaner Car?
Vehicle Information
Vehicle Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
Vehicle Make
Vehicle Model
Mileage
Vin Number
Vehicle Color
License Plate
Communications / Notes
Attachments (Images / Documents)
Tasks
TEXT MESSAGES / EMAIL
SMS
HISTORY
CALL HISTORY
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Call Number
NOTES
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Customer List
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Firstname
Lastname
Street 1
State
Zip
City
Contact #1
Contact #2
Contact #3
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