Assigning a Claim to Other Personnel
Assigning a Claim to Other Personnel
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Assigning a Claim to Other Personnel
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Assigning a Claim to Other Personnel

Use the Auto Insurance Claim for Name (number) page to perform activities on the claim.

Depending on your role, the Assign button displays the role of the next responsible person.

If you are a customer service representative, you can assign a claim to a case manager.

If you are a case manager, you can assign a claim to a field adjuster.

Search for the person you want to assign the claim to. In this example, the person is selected for you.

Use the Assign role for Claim Number: number dialog box to assign the claim to the next responsible person.

The claim is now assigned to the case manager. As the claim is assigned to a new person, the Primary Owner field is updated with the new person's name.

As the claim moves through the process, the Status field is updated.

Assigning a Claim to Other Personnel

You have completed the Assigning a Claim to Other Personnel topic.

Click the Assign Case Manager button.
Click the Search button.
Click the OK button.
Click the Submit button.
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