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:
- In the Role section, select Add a Role to open the Role dialog box.
- In the Role dropdown list, select Public Claims Adjuster.
- Select Done to close the dialog box and return to the Role section.
- Select Save beneath the Role dropdown list. A Save Completed pop-up window will open. No further information is needed.