Objective

To add a carrier adjuster to a claim in ClaimWizard from the Insurer & Policy area.

Steps

1. Open the claim you want to update.
2. In the left navigation, click Insurer & Policy.
3. Scroll to the Insurer Personnel section.
4. Click + Add Insurer Personnel.
5. In the Add Insurer Personnel window, locate the adjuster.
6. If needed, use Filter by Role to narrow the list to adjusters.
7. Click the adjuster’s name to add them to the claim.
8. If the adjuster is not already in the system, click New Contact and enter their information.
9. Confirm the adjuster appears in the Insurer Personnel list.
10. Use Edit or Remove later if the carrier contact changes.

Cautionary Notes

• Make sure you are adding the adjuster under the correct carrier and claim.
• If the adjuster is new, verify contact details before saving.
• Only assign the role that best matches their function on the claim.

Tips for Efficiency

• Use the role filter to find adjusters faster.
• Keep carrier personnel records up to date to reduce duplicate contacts.
• Add the adjuster as soon as you receive the carrier assignment to keep the claim current.