Understanding Branches

Although both Claimant Representatives and Compensators are able to create branches for their organisations, they function in different ways for each organisation type. These are explained in detail below.

Administrators have the ability to create new branches and update the details of existing branches themselves, without the need to contact the Claims Portal helpdesk. 

Compensators

For Compensators branches provide a way to place claims into different teams within the Portal, to reflect different departments, geographies, responsibilities and/or scope of work.  Branches can also be used to pass claims to third parties who have delegated authority/large deductibles or are claims handling agents. 

Before registering your organisation, it’s important that you consider how your account should be structured and how many branches you will need in the Portal. 

All Compensator organisations must have one branch, which is nominated as the Central Point, and will be named ‘001’ by default.

The central point is the branch into which all claims are received.  There can only be one central point and it is possible to handle claims in the branch nominated as the central point.

Additional branches may be created and are referred to as handling points.  It is possible to set up a number of branches and you should consider how to name your branches so that they remain appropriate over the long term.  Registrations will not be accepted for branches that use an individual person’s name, i.e. ‘J Smith’.  Once created, branches cannot be deleted.

Claimant Representatives

For Claimant Representatives setting up branches allows organisations to easily address claim notification forms according to the branch a user is assigned to. Unlike Compensators, claims cannot be placed into a specific branch, they will always be allocated at the Claimant Representative organisation level.

When a claim is created, Users will have the option to select whether the default organisation address appears on the form, or the address for the branch the user is assigned to. For more information on how to select which address displays on the claim please see the Claimant Representative section Selecting your address contact details.

To give users the option to choose between their organisation and assigned branch address their user ID must be assigned to a branch. Select the user that you would like to assign to a branch. On the edit user details page select a branch name from the dropdown list. The names that appear in the list are branch names that were defined when the branches were created.

Click the Confirm button at the bottom of the user details page to save your changes. The user will now be able to select either organisation or branch address details when completing the CNF. 

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