CRE

CRE Insurance

Dashboard

Attach Email

New Record

Add Record

Employee Messaging

Start Conversation

Group Name

Select Employees

Assignments

Assign Task

Task

Assign To

Priority

Due Date

Show in Upcoming Deadlines On

Leave blank to show it automatically when the due date is within 14 days.

Status

Property

Policy

Claim

Lawsuit

Instructions

Calendar

Add Calendar Item

Title

Type

Other Type

Zoom Link

Phone Number

Meeting Place

Time

Profile

Profile Settings

Not signed in

Email Signature

Automatically added to in-app replies and forwards sent through Microsoft 365.

Signature Logo

No logo saved.

Optional. Use a small PNG, JPG, GIF, or WebP logo under 500 KB.

Company

Company Settings

Company Logo

No logo saved

Shown in the top-left of the app. Use a PNG, JPG, GIF, or WebP logo under 2 MB.

Microsoft connection setup

Application (Client) ID

Directory (Tenant) ID

CRE Management API Client ID

These should normally come from deployment configuration. Only change them during setup or troubleshooting.

Email notification test

Sends a test assignment notification to your signed-in email address.

Maintenance

Import JSON

Admin-only tools for legacy local data and emergency backup/export workflows.

Records

Excel Tools

Excel / Salesforce Import

Preview Excel Import

Use Excel workbooks with Properties, Policies, Claims, and Lawsuits sheets. Salesforce exports can be imported after preview if the columns map to the app fields.

Microsoft 365 Mailbox

Import Outlook Emails

Microsoft 365

Reply To Email

Reply Reply all Forward

Recipients

Subject

Message

Attach Files

No files attached

Up to 25 MB per attachment. Your Microsoft 365 message-size policy may impose a lower total limit.

Document

File Preview

Calendar Item

Attached Email

To:

Cc:

Linked to

Folder