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Giving Insured Access to Their Claim Portal

Empower homeowners with real-time visibility into their contents and restoration progress.

Support MD avatar
Written by Support MD
Updated over 2 weeks ago

When a contractor removes the insured’s belongings, homeowners naturally want reassurance and transparency.


The iCat Insured Portal gives them a secure space to view their items, track progress, and stay informed, helping build trust and confidence in your service.

When a contractor removes the insured’s belongings, homeowners naturally want reassurance and transparency.
The iCat Insured Portal gives them a secure space to view their items, track progress, and stay informed, helping build trust and confidence in your service.


How to Give Insured Access

  1. Open the Job Dashboard
    Hover over Office → Jobs, then click the reference number for the job.

  2. Confirm the Insured’s Email Address
    The login email must have somewhere to go.
    If missing, click Edit and add the insured’s email.

  3. Send Their Login Details
    From Send Email, choose:

    Client Login Details

    • Use this the first time to send their username + password.

    • This creates their portal access.

    Client Job Update

    • Send weekly/bi-weekly to remind them they can log in at any time.

    • Does not reset the password.


Password Reset Warning

If you send Client Login Details again, it will reset their password.
Only resend this if the insured requests help logging in.


What the Insured Can See in Their Portal

  • Inventoried contents from their job

  • Item statuses (e.g., cleanable, restored, replacement)

  • Ability to flag rush items

  • Non-salvage valuation participation tools

About Room Images

Room images are not shared by default.
You may choose to enable sharing if your company wants to provide fuller transparency to the insured.


When to Send Login Access

Best practice:
Send access immediately after your first conversation with the insured.
This gives them early clarity and confidence and sets expectations for how they will stay connected to their belongings throughout the claim.

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