Large Loss Command Center
LR
Opportunity Intelligence · Existing client with a new claim

Existing Client — New Claim (Mock)

Commercial — Warehouse · UT · Primary peril: Water

Intake Source & Ownership

Source System, Intake Owner, and Intake Source are distinct from Carrier. Carrier is never the intake source unless the record was actually referred or transmitted by that carrier.

Source System
GoHighLevel
Intake Owner
Insurance Claim Recovery Support
Intake Source
Existing Client
Prospect / Insured Organization
Existing Client — New Claim (Mock)
Organization Type
Business Entity
Derived From
Named Insured
Carrier (from policy — NOT intake source)
Carrier (mock)
Referral partner
—
Assigned rep
—
Tags
Water, Existing client with a new claim

HighLevel identifiers

Raw IDs preserved. HighLevel remains system of record for identity.

Dedupe key
mock:op-existing-client
Sync status
Synced

Duplicate & identity matches

No auto-merge. Ambiguous records require human resolution.

Match typeMatched onCandidateConfidenceNote
Existing client, new claim—Mock Existing ClientMedium—