To create a new company, you just need to click on the "+ New Company" button in the company tab. Once you click the button, the company creation page will appear. On this page, you will be required to insert information about the company, such as Type and Name.
Once you have populated the fields you just need to click the "Create" button. The company will be now be saved in your Claimable company list.
When creating a new company, you are asked to choose a company Type.
Claimable offers a number of default company types, however, these are totally customisable.
Company types indicate the role a company has. Claimable offers a number of default company types, however, these are totally customisable.
Default company types functioning as suppliers are: "Supplier", "Repairer", "Adjuster", "Lawyer" and "Surveyor". On the other hand, "Client" is the only default company type functioning as a client while “Broker” and “Insurer” are the only two types functioning as broker and insurer.
The full list of default company types is:
In order to add a new custom company type, you just need to contact us via the chat widget icon and we will be happy to assist you.
To learn more about companies and their role in Claimable read our help article.