🏢 Firm Admin Dashboard
Role: firm_admin
Platform: WordPress + Ultimate Member + JetEngine + WPForms
🧭 Dashboard Header
Welcome, [Firm Admin Name]!
📅 Date: [Auto-generated] | 📍 Region: [Auto-filled]
👥 Adjusters: [# Active] | Managers: [# Assigned] | Open Claims: [#]
👥 Add Adjusters & Managers
UM Profile Tab: “Team Management”
Form Powered by JetFormBuilder or WPForms
- Full Name
- Email Address
- Phone Number
- Role: [Dropdown – Adjuster, Adjuster Administrator, Admin Manager]
- Region / Territory
- Assign Claims (optional)
- [Create Account & Assign Role]
✅ Auto-creates user with selected Ultimate Member role
📎 Sends welcome email with login credentials
📥 Claim Assignment Panel
UM Profile Tab: “Assign Claims”
Form Powered by WPForms or JetFormBuilder
- Claim Number
- Date of Loss
- Loss Address
- Cause of Loss
- Policyholder Info
- Assign to: [Dropdown – Adjuster or Manager]
- Notes or Instructions
- [Submit Assignment]
✅ Auto-tagged to selected team member
📎 Linked to CPT: claim_record
📊 Claim Tracker
JetEngine CPT: claim_record
UM Profile Tab: “Track Claims”
| Claim # | Assigned To | Role | Status | Inspection Date | Actions |
|---|---|---|---|---|---|
| CLM-2034 | James Smith | Adjuster | In Progress | Aug 5 | [View] [Message] |
| CLM-2035 | Maria Lopez | Admin Manager | Scheduled | Aug 6 | [View] [Message] |
📊 View inspection reports, uploaded documents
📎 Monitor claim progress and resolution timeline
📈 Team Performance
UM Profile Tab: “Team Metrics”
JetEngine Dynamic Table or WP DataTables
| Name | Role | Claims Assigned | Avg. Turnaround | Reopen Rate | Satisfaction |
|---|---|---|---|---|---|
| James Smith | Adjuster | 18 | 2.3 Days | 2% | 94% |
| Maria Lopez | Admin Manager | 12 | 2.8 Days | 1% | 91% |
📊 Compare performance across roles
📎 Flag underperforming cases for review
📞 Call & 📩 Message Center
Ultimate Member Extension: Private Messages
UM Profile Tab: “Communications”
| Recipient | Role | Claim | Contact | Message |
|---|---|---|---|---|
| James Smith | Adjuster | CLM-2034 | (555) 123-4567 | [Message] |
| Maria Lopez | Admin Manager | CLM-2035 | (555) 987-6543 | [Message] |
📞 Click-to-call integration
📩 Secure, timestamped messaging threads
🔔 Notifications for replies
🚨 Escalation & Complaint Management
JetEngine CPT: claim_escalation
UM Profile Tab: “Escalations”
| Escalation ID | Claim # | Issue | Assigned To | Status | Actions |
|---|---|---|---|---|---|
| ESC-3034 | CLM-2034 | Customer Complaint | Admin Manager | Open | [View] [Resolve] |
| ESC-3035 | CLM-2035 | Documentation Delay | Adjuster | Resolved | [View] |
📝 Add internal notes (User Notes Extension)
📎 Track resolution timeline
📩 Message involved parties
🧰 Support Center
UM Profile Tab: “Firm Support”
Form Powered by WPForms
- 📩 Submit internal support ticket
- 📞 Request callback
- 📚 Access training guides
- 📎 Upload documents/photos
| Ticket # | Subject | Status | Last Update |
|---|---|---|---|
| #4021 | Portal access issue | Open | Aug 4 |
| #4019 | Role reassignment | Resolved | Aug 2 |
📥 Ticket archive
🔔 Email alerts for updates
🔧 Quick Actions Panel
Sticky Sidebar or Top Nav
- [Add Team Member]
- [Assign New Claim]
- [Track Claims]
- [Message Team]
- [View Team Metrics]
- [Manage Escalations]
- [Submit Support Ticket]
🔌 Ultimate Member Extensions Used
| Extension | Purpose |
|---|---|
| Private Messages | Secure communication with team members |
| User Notes | Internal documentation for escalations and feedback |
| Profile Tabs | Organize dashboard sections |
| Role Manager | Assign and restrict access by role |
| Notifications | Alerts for messages, updates, and tickets |
🧱 Backend Setup Summary
- Custom Post Types:
claim_record,claim_escalation(JetEngine)
- User Roles:
firm_admin,adjuster,adjuster_admin,admin_manager
- Profile Tabs:
- Team Management, Assign Claims, Track Claims, Team Metrics, Communications, Escalations, Support
- Forms:
- WPForms for team creation and support
- JetFormBuilder for advanced workflows
- Automation:
- Email alerts, role-based visibility, escalation routing