Independent Adjuster Management

Summary

Independent Adjusters can be added and updated using this screen. This only pertains if you are using the Insurance version of AdjustRite, as the Independent Adjuster version does not contain maintenance for independent adjusters.

The Independent Adjusters entered here can be used when assigning an independent adjuster to a claim. The independent adjusters entered here are organizations which NO NOT have access to the AdjustRite system, so claim information may not be entered directly in AdjustRite by these independent Adjusters. Independent Adjusters with access to AdjustRite will be selected under the Administration menu under the AdjustRite Preferred Management menu / Independent Adjuster option.

 

Detail Instructions

Independent Adjuster information can be entered directly into this screen or can be entered on the Independent Adjuster screen for a claim and then saved into your list of Independent Adjusters.

The following screen can be filled in when you assign a claim to an independent adjuster for a claim. Check the indicated box and all the information you enter on this screen will be saved for the independent adjuster.

 

You can add independent adjusters directly to your list of independent adjusters by selecting Maintenance from the drop-down menu

 

Use the Independent Adjuster Maintenance screen to add independent adjusters you will use on a regular basis or to change information for adjusters you have already saved. Once you have added an adjuster here you will be able to assign them to a claim by selecting them from a list.

 

The following fields can be maintained for each independent adjuster entered into the system:

Name
Enter the name of the independent adjuster here. This field is required (you can't save Independent Adjuster Maintenance without a name. The adjuster name will print on appropriate reports.
Phone
Enter the phone number in three sections. The program will automatically skip to the next section after you enter the numbers in the first section.
Contact
This is your primary contact at the independent adjuster.
Alternate Phone
You may enter an alternate phone number. This may be a mobile phone number, but any phone number may be entered here.
Address
Street address. This will print on appropriate reports.
Fax
The fax number you have on file for this independent adjuster.
Address 2
Use this field if the adjuster has a suite number or some other secondary address information.
Email
The email doesn't print on reports, but this is a convenient way to save the email address for each of the adjusters you work with.
City
The name of the city where the independent adjuster facility is located.
 
State/Province
Select the state or province from the drop down list.
Federal Tax ID
This is for your own purposes, as the Federal Tax ID doesn't print on any reports.
Postal Code
Enter the U.S. Zip code or Canadian postal code. zip codes can be entered either with 5 digit or 5+4 digit formats.
 
Note
Enter any notes regarding this independent adjuster. These notes will not print on any reports.

Again, be sure to click on the button after entering a new independent adjuster or making changes to an existing adjuster record. Any data entered, but not saved, will be lost.