Contacts

Gen 3

Contacts

Add a loss payee

As an individual or organization, the loss payee receives payment from a claim in the event of a loss. The loss payee can be the named insured or a third party. You can add a loss payee in both the Contacts and Policies modules. To add a loss payee in the Policies module, see Adding or updating contacts on a policy.

To add a loss payee, 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 Loss Payee.
  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.

Usage consideration

In the Policies table, you can view all policies that identify the contact as the loss payee. When you select a policy, BriteCore directs you to the selected policy’s Information tab.