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Recording Details of Involved Parties (End User)

As part of the first notice of loss process, a call center agent must record details of all parties involved in the claim. An involved party can be a contact or an organization. In the Involved Parties view, end users can see the relationship of all accounts and contacts related to the claim.

Each account and contact can have multiple roles. For example, a single party can be both the insured and the claimant; that is, insured with their own policy and a third party claimant on the other party's policy. As another example, a service provider can be the insured, claimant, or a witness.

In both the Contacts and Accounts forms, the On Behalf field records details of names and endorsement roles for the purpose of making payments. Because of legal requirements, it is necessary to capture all names and relationship correctly. Table 5 shows some examples of endorsement roles.

In the examples in the table, the insurance company is making a single claims payment to Bill Franklin who is the attorney for Todd Smith and Lisa Myers and to Lisa Powers who is a guardian of Sandra Oh.

In the first example, the end user must:

• Create three contact names: Bill Franklin, Todd Smith, and Lisa Myers.
• In the record for Bill Franklin, select Todd Smith and Lisa Myers in the On Behalf field. Siebel Insurance concatenates the names in the On Behalf field.

When the adjuster later makes a payment in the Claims, Financials, and then the Payments view, he can select Bill Franklin as payee and Siebel Insurance will already have the information that Bill Franklin is the attorney on behalf of Todd Smith and Lisa Myers.

This task is a step in Process of Managing Claims.

To associate an involved party with a loss

1. Navigate to the Claims screen.
2. In the Claims list, drill down on the desired claim.
3. Click the Loss Details, then the Involved Parties view tab.
4. If the involved party is a person, add the required details for the contact.
   1. If required, enter information in the On Behalf field.
   2. If required, select Contact Detail, and enter detailed information for the contact.
5. If the involved party is an organization, scroll down to the Accounts form, and complete the necessary fields.

   If required, select Account Detail, and enter detailed information for the account.

6. Repeat Step 4 through Step 5 for each involved party that you want to add to the claim.