Property Claims Consultants Email Template Dashboard

Send the right email, every time

Professional email templates for every stage of your claim — from first contact to final invoice.

14 pre-built templates for claims and insurance

Auto-populated job and contact data from AccuLynx

Emails logged back to AccuLynx job messages

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Showing —

Page —

Approved —

Lead —

Prospect —

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Job ↕	Address	Claim # ↕	Milestone ↕	Carrier	PA	Met w/ Adjuster	Actions
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Users

Display Name

Username

Password

Role

Send-From Email

Display Name	Username	Send-From Email	Role	Status	Last Login	Actions
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Template Attachments

Files uploaded here appear as downloadable attachments when composing that template

Template

File

Template	File Name	Uploaded By	Date	Actions
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Closure Upload Settings

Choose the AccuLynx folder where signed Closure Letter PDFs are uploaded.

AccuLynx Document Folder

Leave unset to auto-select "Homeowner Documents" (falls back to "Other") on each job. Override here to force a specific folder.

Signed Letters

Recent e-signature activity across all jobs. Retry pushes the signed PDF to the job's Homeowner Documents folder in AccuLynx (or Other as a backup).

Claim / Job	Policyholder	Settlement	Sent By	Sent	Signed	AccuLynx Upload	Actions
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