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.

Prerequisite

Before you can assign users as an Adjuster, Claim Supervisor, Claim Manager, or Claim Assistant, in the Claims Assignments section, the user must be set up in the Users module and the user must be added to one of the claim assignment groups.

To add a user to the Users module, see Invite a new user.

To assign a user to a claim assignment group:

  1. Select Users from the BriteCore menu.
  2. In the Search box, type the name of the user you’re adding to a claim assignment group. Select Search or press Enter/Return on your keyboard.
  3. Locate the user you want to add to the claim assignment group and select the checkbox to the left of the user’s name. Buttons will appear in the header of the Users table.
  4. Select the Add to Group button. The Add Users to Group dialog box will appear.
  5. From the Group dropdown list, select the claim assignment group you’re assigning the user to: Adjuster, Claim Supervisor, Claim Manager, Claim Assistant.
  6. Select Add Users to Group.

If you need to remove a user from a group, in the Group(s) column of the users table, select the X next to the group that you want to remove the user from. If a user is assigned to several groups, they may appear as a # Groups hyperlink. Hover over the link to see the groups, which will each display with an X. See Figure 1.

Figure 1: Multiple groups flyout.

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