Claims Management Contacts Tab: Difference between revisions
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Latest revision as of 11:39, 18 September 2024
Purpose
This tab shows all of the contacts that are related to this claim. Use the Modify button or double-click on a line in the browser to bring up the Contacts screen.
Fields – General Tab
Type – The kind of claim.
Reporting Contact – If this is the person that reported the accident, check this box.
Injured – If this person was injured in the accident, check this box.
Name/Address/City/Phone – The contact information for this person.
Liable Amt – The amount that this person is liable for.
Fields – Insurance Tab
Ins Co – Insurance company. Use the binocular lookup to choose a company from the Local CompanyLocal table.
Adjuster – Insurance company adjuster. Use the binocular lookup to choose a contact from the insurance company.
Agent – Insurance company agent. Use the binocular lookup to choose a contact from the insurance company.
Policy# – Policy number.
Adjuster Phone/Ext – The adjuster’s phone number and extension.
Agent Phone/Ext – The agent’s phone number and extension.