Managing Parties
Add and manage carriers, adjusters, appraisers, and umpires on your cases.
A property appraisal is a multi-party negotiation. Carrier, adjuster, the appraiser on the other side, sometimes an umpire, plus the insured themselves. Every document you generate, every email AwardLettr sends, and every signature request needs to know who fills each role.
Get the parties right on the case and your documents fill themselves out, signature requests go to the correct emails, and award reviews route to the right person. Get them wrong and you spend the rest of the case fixing PDFs and resending things.
This is one of the most important articles in the help center. If you only read three articles, read this, Representing Party, and Appraisal Statuses.
Each appraisal involves multiple parties. The Details tab lets you manage all the people and companies involved in a case.
Party Types
| Party | Description |
|---|---|
| Carrier | The insurance company covering the loss |
| Adjuster | The claims adjuster assigned by the carrier |
| Carrier Appraiser | The appraiser representing the insurance company |
| Insured Appraiser | The appraiser representing the policyholder |
| Umpire | The neutral third party if appraisers can't agree |
Adding Parties
From the Details tab, you can add parties in two ways:
- Select from Directory - Choose from your saved contacts
- Enter Manually - Type in the contact information directly
Auto-Fill Behavior
Based on your representing party selection:
- If you're the Carrier Appraiser - Your info fills the carrier appraiser fields
- If you're the Insured Appraiser - Your info fills the insured appraiser fields
Save to Directory