Claim Partner Pro

Claim Partner Pro

Contractor guide

Common blockers and fixes

Resolve the most common contractor workflow blockers before escalating to Claim Partner Pro support.

Audience

Contractors only

On this page

  1. I cannot access contractor pages
  2. A claim is blocked
  3. The data looks like demo data
  4. A detail looks duplicate or stale
  5. What to send support

I cannot access contractor pages

Confirm you are signed in with the correct email and that your account has an active contractor seat. If the page says workspace access is unavailable, ask a contractor owner or the Claim Partner Pro team to invite or activate your seat.

A claim is blocked

Open the dashboard and status page. Check who acts next, the checklist items, and open RFIs. Most blocked claims are missing files, unanswered RFIs, or waiting for an estimator to accept.

The data looks like demo data

Look for demo notices on the page. If a page says it's showing demo data, it's sample data, not your real claim.

A detail looks duplicate or stale

Check whether the old value shows in the claim package, progress steps, checklist, or history. The fix depends on which page holds that detail.

  • If the detail is in the claim package, update the claim package and add the file that shows it.
  • If the detail came from an RFI answer, answer or correct the RFI and name the file that proves it.
  • If the progress steps and history disagree, send support the claim number, the item name, the value you expected, and the file that shows it.

What to send support

When escalation is needed, send the claim number, the page link, the section that looks wrong, the value you expected, and the file that shows it. Avoid sending screenshots that show private claim details unless we ask for them through an approved channel.

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