Assign claims adjuster to the exposure

In addition to assigning a primary claims adjuster to a claim, you can assign claims adjusters to the exposure.

  • If a primary claims adjuster is assigned to a claim before you add exposures to the claim, when you add exposures, the exposure level claims adjuster will default to the primary claims adjuster.
  • If the claim is a new claim, and there isn’t a primary claims adjuster assigned to the claim, but there is already an adjuster assigned to the exposure, when the claim is assigned to a primary claims adjuster, the exposure adjuster won’t automatically be re-assigned as the primary claims adjuster.
  • If you assign an adjuster to an exposure prior to assigning a primary claims adjuster, when the primary claims adjuster is assigned, the primary claims adjuster won’t overwrite the claims adjuster assigned to a specific exposure.
  • If there isn’t a primary claims adjuster assigned to a claim and you assign the same claims adjuster to at least two exposures on a claim, that claims adjuster will automatically populate as the primary claims adjuster.

To assign an exposure adjuster, access the desired claim and:

  1. Select the Exposures tab to open the Exposures screen.
  2. Navigate to the claimant associated with the desired exposure. Select anywhere in the claimant row, except for the name link. The Exposure tree will open.
  3. Locate the desired exposure.
  4. In the Actions column, select the ellipsis associated with the exposure. A dropdown list will appear that includes the option Assign Adjuster.
  5. Select Assign Adjuster. A dropdown list of claims adjusters will open.
  6. Select the claims adjuster from the list that you want to assign, or search for the claims adjuster.
  7. Select Save.

Re-Assign exposure adjuster

If an adjuster is assigned to an exposure and a new adjuster should be assigned to the same exposure, then you can re-assign the exposure adjuster, which will remove the existing adjuster and replace with the newly select adjuster. To re-assign an adjuster:

  1. Select the Exposures tab to open the Exposures screen.
  2. Navigate to the claimant associated with the desired exposure. Select anywhere in the claimant row, except for the name link. The Exposure tree will open.
  3. Locate the desired exposure.
  4. In the Actions column, select the ellipsis associated with the exposure. A dropdown list will appear that includes the option Re-Assign Adjuster.
  5. Select Re-Assign Adjuster. A dropdown list of claims adjusters will open.
  6. Select a new claims adjuster from the dropdown list, or search for the claims adjuster.
  7. Select Save.