Placeholders represent claim data that can be added to Message Templates and automatically pull specific information from within the claim, saving you time and improving accuracy.
Placeholders allow you to create dynamic message templates that adapt to the specific claims they are used in.
For example, the "Claimant Name" placeholder will automatically pull the claimant name from the claim, while the "Date Reported" will automatically pull the date the claim in question was reported.
To use placeholders when composing a Message Template, you just need to drag and drop the placeholder you need into the right place within the body.
Available Placeholders
We continually review and enhance the list of placeholders and currently the available placeholders are:
Placeholder | Data |
Actual Claim Cost | The Actual Claim Cost amount as saved on the claim value page, including the currency. E.g.: "£300" |
Assigned To | The user the claim is assigned to. E.g.: "James Bond". |
Branch | The Branch the claim belongs to. E.g.: "London and South East". |
Broker | The name of the broker linked to the claim. E.g.: "Hoxton Brokers". |
Checklist Completion | The amount of tasks completed on the claim. E.g.: "1/4" |
Checklist Progress (%) | The checklist progress expressed in percentage. Eg.: "25%" |
Claim Duration (Days) | The duration of the claim expressed in days. E.g.: "32". |
Claim ID | The sequential ID of the claim that is automatically generated at claim creation. E.g.: "1289". |
Claim Ref. | The Claim Reference as saved on the claim details page. E.g.: "AB54638". |
Claim Title | The title given to the claim. E.g.: "Mary & James Belton". |
Claim Type | The claim type. E.g.: "Motor". |
Claimant Address | The address of the claimant formatted to reflect your region mailing address format. E.g.: "1 Garden Road |
Claimant Address Country | The Country of the claimant address as saved under their contact profile. E.g.: "United Kingdom". |
Claimant Address County/State | The County/State of the claimant address as saved under their contact profile. E.g.: "West Sussex". |
Claimant Address Line 1 | The first line of the claimant address as saved under their contact profile. E.g.: "1 Garden Road". |
Claimant Address Line 2 | The second line of the claimant address as saved under their contact profile. E.g.: "Park Lane". |
Claimant Address Line 3 | The third line of the claimant address as saved under their contact profile. E.g.: "Wood Land". |
Claimant Address Postcode/Zipcode | The Postcode/Zipcode on the claimant address as saved under their contact profile. E.g.: "RH12 1AA". |
Claimant Address Town/City | The Town/City on the claimant address as saved under their contact profile. E.g.: "Horsham". |
Claimant Email | The Email address of the claimant as specified in their contact profile. E.g.: "maryb@gmail.com". |
Claimant First Name | The First Name of the claimant as specified in their contact profile. E.g.: "Mary". |
Claimant Home Phone | The Home Phone number of the claimant as specified in their contact profile. E.g.: "01234 565 343". |
Claimant Last Name | The Last Name of the claimant as specified in their contact profile. E.g.: "Belton". |
Claimant Liability | The Liability of the claimant as saved under the Contacts tab. E.g.: "At Fault". |
Claimant Mobile Phone | The Mobile Phone number of the claimant as specified in their contact profile. E.g.: "0700089340". |
Claimant Name | The claimant full name. E.g.: "Mary Belton". |
Claimant Role | The Role of the claimant as saved under the Contacts tab. E.g.: "Driver". |
Claimant Salutation Name | The title and last name of the claimant. E.g. "Mrs Belton". |
Claimant Title | The Title of the claimant as specified in their contact profile. E.g.: " Mr.". |
Claimant Work Phone | The Work Phone number of the claimant as saved in their contact profile. E.g.: "0923440877". |
Client | The name of the Client as saved on the claim details page. E.g.: "Hoxton Corporate". |
Closed Date | The date the claim was closed, formatted as per your locale. Eg.: "11 July, 2024" or "July 11, 2024". |
Completed Tasks | The number of tasks that have been completed for the claim in question. E.g.: "2". |
Created By | The full name of the user that created the claim. E.g: "James Bond". |
Created Date | The date the claim was created, formatted as per your locale. Eg.: "11 July, 2024" or "July 11, 2024". |
Driver | The full name of the contact saved as the Driver of the subject vehicle. E.g.: "Adele White". |
Estimated Claim Cost | The Estimated Claim Cost amount as specified on the claim value page, including the currency. E.g.: "£100". |
Excess Amount | The Excess Amount as specified on the claim value page, including the currency. E.g.: "£100". |
Ext. Claim Ref. | The External Claim Reference of the claim as saved under the claim details page. E.g.: "982-UY-2". |
Incident Date | The date of the incident, formatted as per your locale. E.g.: "11 July, 2024" or "July 11, 2024". |
Incident Description | The description of the incident as saved under the claim incident page. E.g.: "The claimant slipped on floor and broke her arm." |
Incident Location Address | The full incident location address formatted to reflect your region mailing address format. E.g.: |
Incident Location Address Country | The Country on the incident location address as saved on the claim incident page. E.g.: "United Kingdom". |
Incident Location Address County/State | The County/State on the incident location address as saved on the claim incident page. E.g.: "Yorkshire". |
Incident Location Address Line 1 | The first line of the incident location address as saved on the claim incident page. E.g.: "5 Seaside Road". |
Incident Location Address Line 2 | The second line of the incident location address as saved on the claim incident page. E.g.: "Victoria Close". |
Incident Location Address Line 3 | The third line of the incident location address as saved on the claim incident page. E.g.: "Oundlehaven". |
Incident Location Address Postcode/Zipcode | The Postcode/Zipcode of the incident location address as saved on the claim incident page. E.g.: "YO38 3QW". |
Incident Location Address Town/City | The Town/City of the incident location address as saved on the claim incident page. E.g.: "York". |
Incident Location Description | The description of the incident location as saved under the claim incident page. E.g.: "Miss Belton's driveway." |
Incident Type | The Incident Type as saved on the claim incident page. E.g.: "Accident". |
Insured Party Address | The full insured party address formatted to reflect your region mailing address format. E.g.: Little Green |
Insured Party Address Country | The Country on the insured party address as saved under their contact profile. E.g.: "United Kingdom". |
Insured Party Address County/State | The County/State on the insured party address as saved under their contact profile. E.g.: "Northamptonshire". |
Insured Party Address Line 1 | The first line of the insured party address as saved under their contact profile. E.g.: "1 Flower Road". |
Insured Party Address Line 2 | The second line of the insured party address as saved under their contact profile. E.g.: "Beehive Close". |
Insured Party Address Line 3 | The third line of the insured party address as saved under their contact profile. E.g.: "Oundle". |
Insured Party Address Postcode/Zipcode | The Postcode/Zipcode of the insured party address as saved under their contact profile. E.g.: "YO38 3QW". |
Insured Party Address Town/City | The Town/City of the insured party address as saved under their contact profile. E.g.: "York". |
Insured Party Email | The Email address of the insured party as specified in their contact profile. E.g.: "adele@gmail.com". |
Insured Party First Name | The First Name of the insured party as specified in their contact profile. E.g.: "Adele". |
Insured Party Home Phone | The Home Phone number of the insured party as specified in their contact profile. E.g.: "0203854035". |
Insured Party Last Name | The Last Name of the insured party as specified in their contact profile. E.g.: "Filey". |
Insured Party Liability | The liability of the insured party as specified under the Contacts tab. E.g.: "Not At Fault". |
Insured Party Mobile Phone | The Mobile Phone number of the insured party as specified in their contact profile. E.g.: "07892032433". |
Insured Party Name | The insured party First and Last Name. E.g.: "Adele Filey". |
Insured Party Role | The Role of the insured party as specified under the Contacts tab. E.g.: "Driver". |
Insured Party Salutation Name | The Title and Last Name of the insured party. E.g.: "Miss Filey". |
Insured Party Title | The Title of the insured party as specified in their contact profile. E.g.: "Miss". |
Insured Party Work Phone | The Work Phone number of the insured party as saved in their contact profile. E.g.: "07892032433". |
Insurer | The name of the Insurer as saved on the claim details page. E.g.: "Forbes Insurance". |
Last Activity | The last activity performed on the claim. E.g.: "Created conversation". |
Last Activity By | The user that performed the last activity on the claim. E.g.: "James Bond". |
Last Activity Date | The date of the last activity performed on the claim, formatted as per your region. E.g.: "11 July, 2024" or "July 11, 2024". |
Last Updated | The date of the last time the claim was edited, formatted as per your region. E.g.: "11 July, 2024" or "July 11, 2024". |
Opened Date | The date the claim was opened, formatted as per your locale. Eg.: "11 July, 2024" or "July 11, 2024". |
Outstanding Reserve | The Outstanding Reserve amount as specified on the claim value page, including the currency. E.g.: "£100". |
Policy No. | The policy number as specified on the claim details page. E.g.: "SUQ-0912". |
Reported Date | The date the claim was reported, formatted as per your locale. Eg.: "11 July, 2024" or "July 11, 2024". |
Reserve Amount | The Reserve Amount as specified on the claim value page, including the currency. E.g.: "£100". |
Settled Amount | The Settled Amount amount as specified on the claim value page, including the currency. E.g.: "£100". |
Status | The status of the claim. E.g.: "Closed", "Open". |
Sub-Incident Type | The Sub-Incident Type as specified on the claim incident page. E.g.: "Collision with Cyclist". |
Total Documents | The total number of documents stored within the claim. E.g.: "10". |
Total Paid | The Total Paid amount as specified on the claim value page, including the currency. E.g.: "£100". |
Total Reserve | The Total Reserve amount as specified on the claim value page, including the currency. E.g.: "£100". |
Total Tasks | The total number of tasks, open or closed, belonging to the claim in question. E.g.: "10". |
Vehicle Make | The Make of the vehicle saved as the claim subject under the Vehicles tab. E.g.: "BMW". |
Vehicle Model | The Model of the vehicle saved as the claim subject under the Vehicles tab. E.g.: "M3". |
Vehicle Reg. | The Registration number / License plate of the vehicle saved as the claim subject under the Vehicles tab. E.g.: "AG22 3UW". |