Add and configure roles

In BriteClaims, parties and roles are connected. When you add a party to a claim in the Parties screen, you will be prompted to select a role for the party. When you add a party to a claim in the Details, Injuries, Vehicles, or Damaged Properties screens, you will first select the role type you are adding, and then you will be prompted to select or add the party.

BriteClaims recognizes two categories of roles, which are further broken into specific role types. The two role categories are:

  • Claim role: A role assigned to a party such as an owner, driver, passenger, pedestrian, agent, attorney, witness.
  • Relationship role: A role assigned to an associated party, describing the relationship with an involved party. This includes roles such as child, spouse, parent/guardian, medical professional, and other service providers.

Role types

  • Owner: The owner of the damaged property.
  • Driver: The driver of a vehicle involved in the loss.
  • Passenger: The passenger of a vehicle involved in the loss.
  • Reporter: The party that reported the loss.
  • Primary insured: The party listed as primary insured on the policy the claim is filed on.
  • Insured: The party listed as an insured on the policy the claim is filed on.
  • Claimant: Third party involved in the loss that either received harm or caused harm.
  • Agent: The party listed as the agent on the policy the claim is filed on.
  • Agency: The party listed as the agency on the policy the claim is filed on.
  • Pedestrian: The party involved in the loss.
  • Child: The child of a party involved in the loss.
  • Spouse: The legal partner of a party involved in the loss.
  • Attorney: The party identified as the attorney of the insured party involved in the loss.
  • Auto Body Repair: The third-party vendor that provides a service during the claim lifecycle.
  • Claimant Attorney: The party identified as the attorney of the third-party claimant involved in the loss.
  • Hospital/Medical Facility: The third-party vendor that provides a medical service during the claim lifecycle.
  • Insurance Carrier: The party responsible for payment and settlement in the event of a covered loss.
  • Medical Professional: The third-party vendor that provides a medical service during the claim lifecycle.
  • Parent/Guardian: The party associated with an involved party in the loss.
  • Salvage: The third-party vendor that provides salvage services in the event of a loss.
  • Vehicle Rental: The third-party vendor that provides a rental vehicle to the insured in the event of a covered loss.
  • Other: Any other role not already defined.
  • Witness: A third party who observed the loss event, but wasn’t directly involved.
  • Claims Adjuster: The party assigned to manage the claim through the claim lifecycle process until the claim is closed.

Configuration of roles

When you add a new party, the following requirements apply:

  • Ensure you’re assigning the correct role type to the party.
  • Ensure you’re not adding a duplicate contact.
  • Ensure your party is accurately described as an individual or an organization.

In BriteClaims, roles are configured to increase the ease and efficiency of adding a new contact as a party, as described below.

Configuration of role options

When you add a party on the Parties screen, you will be prompted to select a role for the party from a configured list of roles. For example, when you add an involved party role, the only involved party role you can add on the Parties screen is Pedestrian. All other involved parties must be added from other points of the claim, such as the Vehicles, Injuries, or Damaged Properties screens. When you add an associated party, you can select from all role types considered to fall under the relationship role category. When you add a vendor or other role, you can select from all role types considered to be a service provider or an associated party.

Configuration of potential associated parties

When you select a role, each role is configured to display the potential parties already associated with the claim in that role.

Configuration of the Add <Role Type> dialog box

When you add a new party, the Add <Role Title> dialog box will display the options to either Search for an existing contact or to Add a new contact as a party. Depending on the party role you’re adding, the dialog box will default to one of the two views. The role type determines which view the dialog box will default to. For example, if you’re adding a pedestrian, the Add Pedestrian dialog box will default to the Add new contact as a party view. This is based on the assumption that it’s unlikely for the pedestrian to be involved in more than one claim. If you’re adding a medical professional, the Add Medical Professional dialog box will default to the Search for an existing contact view. This is based on the assumption that it’s likely the medical professional could be involved with more than one claim.

Configuration of Individual or Organization roles

When you add a new contact as a party, you will be required to complete contact information fields. Field types vary between Individual and Organization contacts. Depending on the role type, you will be directed to complete new contact fields for an Individual, complete new contact fields for an Organization, or select if the contact is an Individual or an Organization. For example, when you add a new contact as a pedestrian, the Add Pedestrian dialog box will default to the individual-specific fields because a pedestrian must be an individual. When you add a new contact as a medical facility or hospital, the Add Medical Facility/Hospital dialog box will default to the organization-specific fields, because a hospital or medical facility must be an organization. When you add a new contact as a medical professional, the Add Medical Professional dialog box will prompt you to select if the new contact is an individual or an organization, because a medical professional can be either an individual or an organization.

Usage considerations

When you remove roles from a party, the party still exists on the Parties screen but exists without a role. Roles don’t exist without being attached to a party.

Additional topics