Adjuster tasks
Adjusters can work on claim tasks from the Claim Workspace.
Claim Workspace
From the Claim Workspace, an adjuster can review a claim to verify documents, evaluate claim coverages, determine claim payment details, and approve settlement for a claim. The Claim Workspace for adjusters is a unified view of all
the actions that an adjuster can perform on a claim. Using workspace tabs and cards, adjusters can navigate through the following sections:
- Claim details - View and modify details such as policy number, claim stage, claim status, and incident and reporting dates.
- Claim properties - View and work on properties relevant to the claim case.
- Claim participants - View and work on participants relevant to the claim case.
- Task details - View and modify the agent and group that a task is assigned to.
- Tasks - View and work on adjuster tasks for the current claim case.
- Coverages and financials - View and modify claim entities such as claim coverages, associated reserves, payments, and expense amounts under individual coverages.
From the Claim Workspace, an adjuster can also access tabs to view the Fraud score page and Summary page for a claim.