Insurers Access Job Files Through the Portal — Customer Approval Required
Insurers can request access to a customer's job through the EEK portal. The customer approves or denies. On approval, the insurance report is automatically sent to the insurer. No admin step.
Access Is Earned, Not Assumed
When an insurer wants access to a customer's EEK job file — to review the recovery documentation, verify the invoice, or assess an insurance claim — they cannot simply access it. EEK requires an explicit access request, which is presented to the customer for approval or denial. The customer's data stays under their control.
The insurer (or their claims handler) calls EEK's insurer line or makes a request through the portal. The request appears in the customer's portal as a notification: this insurer is requesting access to your job file. Approve or deny. If approved, the insurance report is automatically sent to the insurer's registered email — no admin step, no delay, no manual coordination.
For Insurers
The automated report delivery on customer approval means the documentation arrives in the claims handler's inbox within minutes of the customer saying yes. There is no back-and-forth with EEK to request the document separately. The access approval is the trigger. From the insurer's perspective, the process is fast and self-service once the customer approves.
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