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Insurance > Involved Parties
Involved Parties
Use the Involved Party pages to create, update, and track any type of involved party. The involved party tracks the relationship between contacts and claims.
NOTE: Your company administrator determines which tabs are available to you. If your job responsibility does not include tracking involved party information, the Involved Parties tab might be excluded from your setup.
An involved party is a contact involved in an insurance claim. Each contact might have a role in a claim. You can use the Involved Parties tab to track the contact's relationship with the claims. Some examples of the role of contacts in a claim are: claimant, insured driver, and lawyer. You can use the Involved Party pages to identify and profile an involved party.
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