Objective

To categorize client properties as either commercial or residential with specific nicknames for easy identification in the system.

Key Steps

1. Access the client's profile in the system.

2. Under the client's properties, assign a nickname for each property indicating its type (e.g., business, commercial condo, residential house).

3. Save the property details.

4. Refresh the claim page to view the categorized properties with their respective nicknames.

Cautionary Notes

• Ensure accurate spelling and clear differentiation between commercial and residential properties.

• Double-check the property nicknames to avoid confusion during claim management.

Tips for Efficiency

• Use consistent naming conventions for property types to streamline identification.

• Regularly update and review client property categorizations for accuracy and clarity in the system.