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Assigning a Claim to an Adjuster (End User)


There are two ways to assign a claim to an adjuster.

  1. By entering the adjuster name in the Team field in the Claims header form applet.
  2. By using Assignment Manager so that when the Call Center agent changes the status from Notice of loss to Open in the Status field in the Claims header form applet, it initiates an Assignment Manager function to assign the claim to an adjuster.

    NOTE:  This Assignment Manager function is not provided out-of-the-box.

For more information about using Assignment Manager, see Siebel Assignment Manager Administration Guide.

This task is a step in Process of Managing Claims.

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