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 Insurer & Policy.
   • Add Insurer 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.