Insurers & Claimants
Master records — every inquiry, project and expense stays linked to one insurer and one claimant.
Insurers
| Insurer | Contact | Zoho contact | Inquiries | Projects | Expenses |
|---|---|---|---|---|---|
|
Beck Stark
INS-6A965F5091B2F · Omnis commodo nihil
|
In deserunt quae por +1 (727) 434-8731 · sypitalyl@mailinator.com |
0 | 0 | AED 0 | |
|
Saudi Arabian Insurance
INS-6A96619FEF7F1 · 33-34 Capital Galleria, Sirsi Road
|
Khan 971 528809950 · ceo@finovoraglobal.com |
0 | 0 | AED 0 |
Claimants
| Claimant | Contact | Zoho contact | Inquiries | Projects | Expenses |
|---|
Teams
| Team | Type | Supervisor | Capacity |
|---|
Zoho Books field mapping
| ClaimTrack field | Zoho Books field |
|---|---|
| Inquiry / Estimate No. | Estimate → Reference Number |
| Insurer | Contacts → Vendor |
| Claimant | Contacts → Customer |
| Claim Ref No. / Policy No. | Estimate → Custom Fields |
| Project (approved work) | Projects → Project Name |
| Approved amount / LPO | Estimate → Total, Reference |
| Expense | Expenses → Expense (Project tagged) |
| Final claim invoice | Invoices → Invoice |