You are here:
Customize Views of Claim Participants Based on Roles
Help claims adjusters focus on what's important for each person or party involved in a claim. Show unique field values and actions for drivers, passengers, repair shops, and other participant roles.
- Configure Field Sets for Claim Participant Roles
Show claims adjusters exactly the right information for each claim participant, nothing extra. For example, configure separate field sets to show different information for first-party claimants, third-party claimants, and auto body shops. - Configure Actions for Claim Participant Roles
Customize actions that apply to each claim participant role. For example, show the Refresh Credit Score action for all claimants, and the OFAC Search action only for first-party claimants.
Did this article solve your issue?
Let us know so we can improve!
