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.
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You can add independent adjusters directly to your list of independent adjusters by selecting Maintenance from the drop-down menu
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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.
![](imgs/IndependentAdjusterMaintenance.jpg)
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. |
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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. |
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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.
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