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.