Large Loss Command Center
LR
GHL · Facebook Ad

Renee O'Neal

USAA · 88 Alpine Loop, Driggs, ID 83422

Convert to Active Claim (Preview)Preview only. No records are created. Original HighLevel records are never destroyed or replaced; a permanent link is preserved between the evaluation and the resulting claim.

What conversion would create

Requires executive approval before it runs.

EntityValue
OrganizationDerived from USAA intake
Property OwnerRenee O'Neal
Property88 Alpine Loop, Driggs, ID 83422
ClaimUSAA / DOL —
Claim ProjectsEmergency Response · Mitigation · Reconstruction (defaults)
Claim ContactsPolicyholder, Carrier Adjuster (placeholder)
Policy placeholderPolicy # —
Deadline checklistPOL · RCV · Suit limitation · Supplemental (all unverified)
Document checklistPolicy · Declarations · Carrier estimate · Photos · POL
Chronology eventIntake received 2026-07-05T18:47:33Z
Initial tasksConfirm coverage · Schedule inspection · Prepare BOE outline
Assigned managerUnassigned
Assigned estimatorUnassigned
Referral attributionFacebook Ad
GHL cross-referencecont_5K1P / opp_4T8W

Guardrails

  • • GHL Contact / Opportunity records are preserved untouched.
  • • Evaluation ↔ Claim link is permanent and shown on both records.
  • • Communication preferences carry over read-only; marketing consent is not upgraded.
  • • Any subsequent GHL updates arrive as reconciliation events, not overwrites.