- Assigning a Claim to Other Personnel
- 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.
- You have completed the
- Assigning a Claim to Other Personnel
- topic.
- 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.
- Original Path
- Assign Case Manager
- Search
- OK
- Submit
- Once you have completed the activities associated to your role, you assign the claim to the next person. Customer service representatives can assign a claim to a case manager. Case managers can assign a claim to a field adjuster.
- In this topic, you will assign a claim to a case manager.