What the Financials Page Does
The Financials page gives you a complete picture of the money side of your claim. Upload estimates, track what's been requested vs. approved vs. paid, reconcile differences, and manage expenses and payments—all in one place.
The Six Tabs
Tab | What It's For |
Overview | High-level snapshot: Total Requested, Total Approved, Total Paid, Remaining, etc |
Estimates | Upload and manage estimate documents |
Reconcile | Compare estimates side-by-side and identify discrepancies |
Contents | Track personal property claims and itemized contents |
Expenses | Log out-of-pocket costs and reimbursements |
Payments | Record payments received and track outstanding balances |
The Overview Tab
When you open Financials, you'll see:
Summary Cards
Total Requested — Policyholder's total claim amount
Total Approved — Insurance company's approved amount
Total Paid — What's actually been paid out
Remaining — What's still awaiting payment
Coverage Utilization
Shows how much of each coverage bucket has been used (Total Limit vs. Total Claimed vs. Total Paid). Coverage buckets are created based on the policy details you enter in Claim Info.
Estimates by Category
Quick view of estimates broken down by category.
Uploading and Comparing Estimates
Go to the Estimates tab
Upload your estimate documents
Use the Reconcile tab to compare estimates line-by-line and identify what's missing or underpaid
Pro tip: Use Co-Pilot's Compare Two Estimates tool to get an AI-powered breakdown of the differences.