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Policyholder: you hold a policy and want to submit or track claims.
Advisor: you help clients choose coverage and manage their policies.
Insurer (claims team): you review and process claims for an insurance company.
Insurer admin: full company access: claims, integrations, and team-wide reporting.
Insurer and insurer admin accounts need an invite code from your company's Wehealt admin - reach out to them or to support@wehealt.com to get one.