After you add a contact, you can specify the contact’s role(s). A contact can have more than one role in BriteCore. To add roles to individual and organization contacts, complete the Role section within the Contacts module.
Add roles
To add a role to an individual or organization contact, use the role-specific workflow. Unless otherwise indicated, all fields included in these workflows are optional.
Individual and organization roles
- Add an additional insured
- Add an additional interest
- Add an administrator
- Add an attorney
- Add a board member
- Add a claimant
- Add a claims adjuster
- Add a contractor
- Add the In Care Of role
- Add a loss payee
- Add a medical provider
- Add a named insured
- Add a public claims adjuster
- Add a surplus lines producer
- Add an unlisted payor
- Add a vendor