Adjuster activities

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • In Individual Life Claims, if you have the sn_ins_claim_indl.dbn_adjuster role you can view a summary of your claims work in the landing page. You can work on your claim tasks from the claim workspace.

    Landing page

    On the landing page in the Financial Services Workspace, you can view a status overview of the active cases and a list of your team's cases. You can also view the performance graphs that measure meeting the service level agreement (SLA) and reopened cases.

    Working on tasks in the claim workspace

    Use the claim workspace in an Individual Life Claims case to get a unified view of all the actions that you can perform on a claim (and associated child claims, if applicable). From the claim workspace, you can review a claim to verify documents, evaluate claim coverages, determine claim payout details, and approve a settlement for a claim.

    You always work from the original case. A claim is created for each policy that is attached to the customer, which is then associated with the original claim case. Setting reserves and payments for these related death policy claims is done through the original claim case.

    The following example shows a related policy claim that is associated with a claim case.

    Figure 1. Related policy claims associated with a claim case
    Claim that has multiple associated policy claims.
    By using the workspace cards, you can navigate through the following sections:
    • Claim details: Review the details about the policy holder, policy snapshots, priority, stage, report date, and assignment group.
    • Deceased details: Review the details about the deceased individual, including the date of death, type of death, incident location, and incident description.
    • Beneficiary information: View the beneficiaries for each policy, including the name and allocation percentage.
    • Other claim participants: View any additional claim participants and their roles.
    • Tasks: View, create, and work on the adjuster tasks for the current claim case.
    • Related claims: Work on the related death claim records, which includes the claim coverages, associated revenues, payments, and expense amounts.

    Other case section tabs

    From the claim workspace, you can also access the tabs to view the task service level agreements (SLAs), emails, interactions, and document verifications in the case.