Add a public claims adjuster

A public claims adjuster is an independent individual or organization that investigates a claim on behalf of the named insured. You can add a public claims adjuster in the Contacts module and in the Claims module. To add a public claims adjuster in the Claims module, see Adding a Public Claims Adjuster in Claims.

To add a public claims adjuster, 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 Public Claims Adjuster.
  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.