The TrueHaven is your daily command center. Inside the app, you’ll:

• Call and text clients using your TrueHaven number

• View your contacts, notes, and files

• See your schedule and assigned tasks

• Access the Haven Hub and ClaimWise Community

• Download the app: TrueHaven Claim Consulting App Store | Google Play

The HavenHub is your central dashboard — it’s where you’ll complete training, upload documents, and manage your role-based tasks. This intranet includes:

• Onboarding & training modules

• Claim lifecycle checklists and SOPs

• File structure standards and submission workflows

**Reminder:** Do not share login credentials. Access is monitored and role-specific.

Your TrueHaven email is used for all client, carrier, and internal communication. It’s already synced with your CRM so every email you send or receive is logged inside each claim record automatically.

Download the app: Gmail (if not pre-installed) App Store | Google Play

Your video calls — whether with clients or internal team members — will be hosted through Zoom. You’ll also use Zoom to attend team huddles and screen share during training or file review.

Download the app: Zoom App Store | Google Play

How TrueHaven Assigns and Manages Phone Lines

At TrueHaven, professional communication is part of the trust we build with homeowners. To ensure consistency and compliance, we follow the protocol below for assigning phone numbers and using the built-in phone system in the TrueHaven app.

Licensed Public Adjusters are issued a dedicated TrueHaven phone number. This number is assigned in the system and integrated with their user profile.

Consultants, Estimators, and Apprentices do not receive a separate number. These roles are expected to forward communications through their personal mobile lines or return calls from the team phone system if needed.

📲 Using the Phone in the App

Licensed PAs should:

• Use the TrueHaven mobile app or desktop interface to make and receive calls from their assigned number.

• Always return missed calls through the app, not personal numbers, to maintain a consistent caller ID and record of communication.

• Record and log all homeowner or carrier communication in the CRM immediately after the call.

📞 Main Line Routing Structure

(877) 367-4286 is the main toll-free line

Coming Soon

We use iink to process commissions and bonus payments securely and efficiently.

📌 How it Works:

• You’ll receive an onboarding invite once you've started your first claim

• Submit your W-9 and banking info through the iink portal

• Payments are deposited after claim funds are received and cleared

Reminder: All commissions are tied to documented files. No documentation = no payment.

Xactimate is the industry standard estimating tool — and we use it with precision.

✅ All estimates must:

• Use TrueHaven line item templates

• Be reviewed by management before carrier submission

• Be uploaded as a PDF with the correct filename format

💡 Want to become a Senior PA? Writing your own estimates is required.