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Manage Claim Participants

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Manage Claim Participants

Use the Participants tab on the Claim record details page to manage claim participants. You can add, edit, or delete participants as needed. As a claim adjuster, you can link a participant to a specific account or contact and link the participant to the relevant insurance policy. When adding a participant, you can assign one or more roles and indicate if the participant was injured. While the Claim Instance Identifier is auto-generated, you have the option to override its value when adding a claim participant.

Required Editions

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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.
Edit a Claim Participant
Modify the details of the claim participants such as the associated contact, account, and insurance policy participant, and the selected roles.
Delete a Claim Participant
Delete the claim participants that are duplicates or irrelevant to the claim.

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