{% extends "base.html" %} {% block title %}{{ client['company_name'] }} - Vera Medical CRM{% endblock %} {% block content %}

{{ client['company_name'] }}

Insurance Client Profile

Company Information

Company Name

{{ client['company_name'] }}

{% if client['company_alias'] %}

Alias

{{ client['company_alias'] }}

{% endif %}

Address

{{ client['address'] or 'N/A' }}
{% if client['city'] or client['province'] %} {{ client['city'] }}{% if client['province'] %}, {{ client['province'] }}{% endif %} {{ client['postal_code'] }} {% endif %}

{% if client['assistant_phone'] %}

Phone

{{ client['assistant_phone']|format_phone }}

{% endif %}

Contacts / Adjusters ({{ contacts|length }} of {{ total_contacts|default(0) }})

Add Contact
{% if contacts %}
{% for contact in contacts %}

{{ contact['first_name'] }} {{ contact['last_name'] }}

{% if contact['title'] %}

{{ contact['title'] }}

{% endif %} {% if contact['phone'] %}

{{ contact['phone']|format_phone }}

{% endif %}
{% endfor %}
{% else %}

No contacts added yet. Add one now

{% endif %} {% if total_contact_pages > 1 %}
{% if contact_page > 1 %} Prev {% endif %} Page {{ contact_page }} of {{ total_contact_pages }} {% if contact_page < total_contact_pages %} Next {% endif %}
{% endif %}
{% if cases %} {% if total_pages > 1 %}
{% if page > 1 %} Prev {% endif %} Page {{ page }} of {{ total_pages }} {% if page < total_pages %} Next {% endif %}
{% endif %} {% else %}

No {% if case_filter == 'active' %}active{% elif case_filter == 'closed' %}closed{% endif %} cases for this client

{% endif %}

Case Statistics

Total Cases

{{ all_cases|length }}

Active

{{ all_cases|selectattr('file_close_date', 'none')|list|length }}

Closed

{{ all_cases|rejectattr('file_close_date', 'none')|list|length }}

Contacts

{{ contacts|length }} Adjusters

{% endblock %}