Gen 3

Claims

Gen 3

Claims

Assign, unassign, and reassign claims adjusters

The Claim Assignments section of a claim file’s Parties screen will display all users assigned to the claim and will allow you to add claim assignments, such as Primary Claims Adjuster, Supervisor, and Claim Assistant.

Prerequisites

Before you can add a claims adjuster to a claim, the claims adjuster must be set up in BriteAuth as a user. Then the claims adjuster must be set up as a user in BriteCore Contacts. The name that appears on the contact record will appear in the Assign Adjuster dropdown list. Finally, the claims adjuster needs to be assigned to a group role in BriteAuth.

Assign a claims adjuster

To assign a claims adjuster to a claim in the Parties screen:

  1. Navigate to the Claim Assignments section.
  2. Select + Add Primary Adjuster. A list of claims adjusters will appear.
    Figure 1: The + Add Primary Adjuster button on the Parties screen.
  3. Navigate through the list of claims adjusters, or use the search box to search for the claims adjuster you want to assign.
  4. Select the correct claims adjuster. The name and contact information of that claims adjuster will populate in the Claim Assignments section. The button + Add Primary Adjuster will be disabled.

Reassign a claims adjuster

To reassign a claims adjuster to a claim in the Parties screen:

  1. Navigate to the Claim Assignments section.
  2. In the Actions column, select the ellipsis next to the name of the claims adjuster that is being replaced. A menu will open with the options Unassign and Reassign.
    Figure 2: The ellipsis and the menu that will open when you select the ellipsis in the Actions column.
  3. Select Reassign. A list of designated claims adjusters will appear.
  4. Navigate through the list of claims adjusters or use the search box to search for the claims adjuster you want to reassign to this claim file.
  5. Select the correct claims adjuster. The name and contact information of that claims adjuster will populate in the Claim Assignments section, and the previous claims adjuster will be removed.

Unassign a claims adjuster

To unassign a claims adjuster from a claim in the Parties screen:

  1. Navigate to the Claim Assignments section.
  2. In the Actions column, select the ellipsis next to the name of the claims adjuster you want to unassign. A menu will open with the options Unassign and Reassign (see Figure 2).
  3. Select Unassign. The claims adjuster will be removed, and the button + Add Primary Adjuster will be enabled.

Usage considerations

When you assign a primary claims adjuster to a claim, that adjuster will automatically be assigned to each of the claim’s exposures that aren’t assigned to an exposure level claims adjuster. If the primary claims adjuster is later changed, any exposure assigned to a claims adjuster will not change. You will need to manually change the exposure level claims adjuster.