Contacts

Gen 3

Contacts

Add a claims supervisor

A claims supervisor is an individual who manages and supervises the claims department and staff. You can add a claims supervisor in the Contacts module and Claims module. To add a claims supervisor in the Claims module, see Add claims supervisor in Claims.

To add a claims supervisor, open the desired contact and:

  1. In the Role section, select Add a Role to open the Role dialog box.
  2. In the Role dropdown list, select Claims Supervisor.
  3. Select Done to close the dialog box and return to the Role section.
  4. Select Save beneath the Role dropdown list. A Save Completed pop-up window will open. No further information is needed.