Add and manage claim assignments on the Parties screen

On the Parties screen of the claim file, you can add and manage claim assignments, such as Primary Adjuster, Claim Supervisor, Claim Manager, and Claim Assistant. The Claim Assignments section is the third and final section on the Parties screen.

Add claim assignments

To add a claim assignment, navigate to the Claim Assignments section on the Parties screen and:

  1. Select + Add Claim Assignment. The dropdown list of possible claim assignment roles will appear.
  2. Select the claim assignment role. The Add <Claim Assignment Role> dialog box will appear.
  3. In the Add <Claim Assignment Role> dialog box, select the radio button next to the name of the person you’re assigning. If several names appear for this specific claim assignment, use the Search box to search for the person you want to assign.

    Note: For users to appear in the Add <Claim Assignment Role> dialog box list, the following steps must be completed:
    1. The user is set up in BriteAuth as a user.
    2. The user is set up as a user in BriteCore Contacts.
    3. The user is assigned to a group role in BriteAuth, such as Adjuster, Claim Assistant, Claim Manager, or Claim Supervisor

  4. Select Add Selected <Claim Assignment Role>. You will return to the Parties screen and the user you selected for the specified claim role will appear in the Claim Assignments section.

Reassign claim assignments

To reassign claim assignments, navigate to the Claim Assignments section on the Parties screen and:

  1. Navigate to the Actions column of the name and role you want to reassign.
  2. Select the ellipsis. A list of options will appear.
  3. Select Reassign. The Add <Claim Assignment Role> dialog box will appear.
  4. Select the radio button next to the name of the person you’re reassigning to the role. If several names appear for this specific claim assignment, use the Search box to search for the person you want to assign.
  5. Select Add Selected <Claim Assignment Role>. You will return to the Parties screen and the user you reassigned to the specified claim role will appear in the Claim Assignments section.

Unassign claim assignments

To unassign claim assignments, navigate to the Claim Assignments section on the Parties screen, and:

  1. Navigate to the Actions column of the name and role you want to unassign.
  2. Select the ellipsis. A list of options will appear.
  3. Select Unassign. The user and claim assignment will be removed from the Claim Assignments section, and a pop-up message will appear at the top of the screen that states:

    <Claim Assignment> successfully unassigned.

Usage considerations

You can only assign one person to each role. Once all roles are assigned, the + Add Claim Assignment button is disabled.