## Assigning a Claim to Other Personnel

Step | Action
1. | Use the Auto Insurance Claim for Name (number) page to perform activities on the claim.
2. | 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. Click the Assign Case Manager button.
3. | Use the Assign role for Claim Number: number dialog box to assign the claim to the next responsible person.
4. | Click the Search button.
5. | Search for the person you want to assign the claim to. In this example, the person is selected for you. Click the OK button.
6. | Click the Submit button.
7. | 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.
8. | As the claim moves through the process, the Status field is updated.
9. | You have completed the Assigning a Claim to Other Personnel topic. End of Procedure.