Add a Claim Participant

Add a new participant to a claim by associating them with an account or contact, assigning a role, and linking them to a specific insurance policy.

User Permissions Needed
View user permissions.

From the App Launcher, find and select Claims.
Select a claim from the list view.
Navigate to the Participants tab.
Click Add Participant. The Claim and Claim Instance Identifier fields are auto-generated but you can override the value while adding the claim participant.

You can add, edit, delete, and customize the fields on this page. See Manage Fields for a Specific Object.
In the Participant Account and Participant Contact fields, search and select a value to associate a Contact or an Account to the participant.
If both an Account and a Contact are associated, the Account record takes priority, and its details are used for the participant's name and contact information.
Select Injured if the claim participant was injured in the accident.
To assign a role, move the desired values from Available to Chosen by using the arrow buttons.
A claim participant can be assigned more than one role.
In the Insurance Policy Participant field, search and select the participant from the policy number that’s associated with the claim. You can refer to the policy number from the details tab of the claim record page.
Save your changes.

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