Adjusters

Adjusters are used for additional claims contacts for an insured and are assigned to an insured within insured detail. Adjusters cannot be deleted. To prevent an adjuster from being used in the system, access the adjuster detail and deselect the Active checkbox.

In order to access this area, you must have View rights for Brokerage in the Level Setup section in CSR Detail or Producer Detail. To use this feature, you must have Add, Edit, and/or Delete rights.

To access the Adjusters area:

• From insured detail, click Home > System Admin > Adjusters.
• From any other area of the program, click Home > System Admin > Adjusters on the options bar or click System Admin > Adjusters on the navigation panel.

Add an Adjuster

1. Click Add.
2. Enter the adjuster's job Title.
3. Enter the adjuster's name in the First, Middle, and Last (and Prefix/Suffix, if applicable) fields.
4. Enter any Designations (qualifications, clarifications of job role, etc.).
5. Enter contact information in the Primary Phone, Secondary Phone, Fax, and Email fields.
6. The Active checkbox defaults as selected. Deselect it if you do not wish to activate this adjuster until a later date.
7. Click Save to add the adjuster or Cancel to discard changes.

Edit an Adjuster

1. Locate the appropriate adjuster.
   1. Click the Search link to expand the search frame.
   2. Enter a portion of the adjuster's Name.
   3. Optionally filter the results by Status.
   4. Click Find. To return the list to the default view of all adjusters, click Clear Filter.
2. Click any of the data listed for an adjuster (other than the email address, which opens a new mail message) to open the adjuster detail.
3. Click the Edit button.
4. Make any necessary changes. See the instructions above under Add an Adjuster for more information.
5. Click Save to apply your changes or Cancel to discard them.