Common Core

Contact cards

Contact cards represent people connected to a policy, claim, or account — internal WS staff, carrier underwriters and adjusters, and client contacts. They surface name, role, organization, and contact methods in a consistent shell that works across grid layouts and panel contexts.

Stable

Contact card component

The standard contact card shows an avatar (photo or initials), name, role and organization, and contact actions. An "Internal" tag distinguishes WS staff from external contacts.

Internal contacts (WS staff)

AC
Amanda Chen
Account Executive · Woodruff Sawyer
Internal
JP
James Park
Account Manager · Woodruff Sawyer
Internal

External contacts (carrier / client)

JD
Jane Doe
Senior Underwriter · Liberty Mutual
🏢 Liberty Mutual Insurance
Carrier
RS
Robert Singh
Risk Manager · Acme Corp
Client

Compact contact card

The compact variant fits within right rail panels (340px) or condensed drawers where the full card would be too wide. It uses a smaller avatar and omits secondary contact details.

AC
Amanda Chen
AE · Woodruff Sawyer
JD
Jane Doe
Underwriter · Liberty Mutual
JP
James Park
AM · Woodruff Sawyer

Carrier contacts panel

Carrier contacts panels appear in the right rail or a condensed drawer when viewing a policy or claim. They group contacts by role — Underwriter, Claims Adjuster, Billing — and link each contact's email and phone.

Liberty Mutual Contacts

GL-2024-00441
Underwriting
JD
Jane Doe
Senior Underwriter
(617) 555-0201
Claims
MR
Michael Rodriguez
Claims Adjuster
(617) 555-0202

Contacts page grid

On a dedicated contacts page, all contacts for an account appear in a filterable grid. Filter chips let users narrow by type (Internal, Carrier, Client) or by role.

AC
Amanda Chen
Account Executive
Internal
JD
Jane Doe
Senior Underwriter
Carrier
RS
Robert Singh
Risk Manager
Client
JP
James Park
Account Manager
Internal

Usage guidance

Do
  • Always show a type tag (Internal / Carrier / Client) on every contact card.
  • Use initials avatars when no photo is available — derive background color from the person's ID.
  • Make email and phone number directly clickable (mailto: / tel:).
  • Group carrier contacts by role (Underwriting, Claims, Billing) in panel views.
Don't
  • Don't show contact phone numbers without extension where applicable.
  • Don't use photos from personal social profiles — only approved company directories.
  • Don't show more than 6 contacts in the compact panel before a "Show more" link.