Large Loss Command Center
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Opportunity Intelligence · High-value strategic referral

High-Value Strategic Referral — Mock Portfolio M

Commercial — Portfolio (4 buildings) · UT · Primary peril: Wind

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
Manual Entry
Prospect / Insured Organization
High-Value Strategic Referral — Mock Portfolio M
Organization Type
Business Entity
Derived From
Named Insured
Carrier (from policy — NOT intake source)
Carrier (mock)
Referral partner
—
Assigned rep
—
Tags
Wind, High-value strategic referral

HighLevel identifiers

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

Dedupe key
mock:op-strategic
Sync status
Synced

Duplicate & identity matches

No auto-merge. Ambiguous records require human resolution.

Match typeMatched onCandidateConfidenceNote
New opportunity——Medium—