Updating Company, Carrier, and External Vendor Information in Claims

Objective:

To update and manage company, carrier, and external vendor information within a claim to ensure clarity and historical tracking of personnel involvement.

Key Steps:

1. Company Personnel Updates:

   • Open the claim and navigate to company personnel.

   • Mark active/inactive adjusters with start and end dates if needed.

   • Add notes if necessary and save changes.

   • Inactive personnel will be marked with hash marks to indicate their status.

2. Managing Active Adjusters:

   • Edit personnel details to change active/inactive status.

   • Remove end dates to reactivate adjusters on the claim.

3. Carrier and Third-Party Personnel Updates:

   • Add insurance carrier information under ensure and policy.

   • Add ensure personnel and any third-party personnel involved in the claim.

   • Personnel from the selected carrier will be displayed for addition.

   • Set start and end dates for personnel if needed.

   • Inactive personnel will be marked with hash marks until the end date.

Cautionary Notes:

• Ensure accurate start and end dates are entered for personnel to maintain historical tracking.

• Double-check changes before saving to avoid errors in personnel information.

Tips for Efficiency:

• Use clear and specific notes when marking personnel as inactive to provide context for future reference.

• Regularly review and update personnel information to keep claim details up to date and accurate.

• Communicate any changes in personnel involvement to relevant team members to maintain transparency and collaboration in claim management.