Keep insurance, licenses and other credentials once for your linked carriers. Part of VIP Cohort 3, documented in the October 19–20, 2026 build. Access depends on the carrier’s invitation and enabled features.
Record W-9 on file, insurance, license, bar admission and certification with holder, jurisdiction, reference number and expiry date. Every linked carrier can read these credentials.
Carrier credential views flag expired records and those expiring within 30 days. These flags are a follow-up cue, not automatic credential verification.
Tax IDs are not allowed in network credentials. They remain on the carrier’s own vendor record.
Vendor administrators control their own staff and grant access carrier by carrier.
Share license information for authorized review while clearly separating submitted details from confirmed status.
Document your reported CAT preparedness, preferences, and deployment context without promising an assignment or response.
Describe professional claims services and specialties for consented discovery by organizations seeking relevant expertise.
Sign up once, accept each carrier’s invitation and work within that carrier’s permissions.
Vendor administrators control their own staff and grant access carrier by carrier.
See what Firm Pro and Provider Plus add without changing carrier access boundaries.