Which contacts to store in ContactManager

You need not configure ClaimCenter and ContactManager to store all company contacts in ContactManager. In some cases, it makes sense to centrally manage a contact, and in others it does not. ClaimCenter enables you to manage contacts both centrally in ContactManager and locally in ClaimCenter.

Typically, you store in ContactManager either contacts that you expect to use across multiple claims or contacts that require a single, definitive information source. For example, you would store service providers, vendors, such as doctors, auto repair shops, and inspectors in ContactManager. These contacts require correct tax ID data for reporting and accurate addresses for payments.

Contacts that are specific to a claim are best managed locally in ClaimCenter. These contacts appear only in specific instances and are unlikely to reappear. Additionally, they have no impact on your company’s business processes, nor do they have any regulatory requirements. Two examples might be an accident witness on a claim and a bank employee who requests a policy verification.