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Understanding Profiles

The way that Users process claims depends on the account set-up and the Profile you give them.

If your organisation is registered for RTA only, you should use the RTA specific profiles; if your organisation is registered for EL/PL only, you should use the EL/PL specific profiles.

If your organisation is registered for both RTA and EL/PL, you should assign the profile most appropriate to your Users' work:  RTA only, EL/PL only or both.

Below are the profiles available for Compensators, and then for Claimant Representatives.

Compensator Profiles

Detailed below is a list of User profiles available for Compensators.

COMP Administrator

The COMP Administrator can log in to the administration console and manage all Users (RTA and/or EL/PL) belonging to their organisation. They can:

  • Create new Users, including other Administrators
  • Update User details
  • Disable a User
  • Enable a User
  • Reset Users’ passwords
  • Amend their own User details
  • Access the 'Reset Your Administrator Password' function
  • Update your organisation's details, excluding name
  • Update branch details
  • Create new branches (please note that once created, branches cannot be deleted).

Top Tip: It is important to note that an Administrator profile alone does NOT enable access to claims. A single User ID can be assigned both an Administrator profile as well as a Claims profile. See COMP Dual Profile below for more details.

COMP Claim Handler

The COMP Claim Handler can work with claims within all branches of the organisation, subject to the rules regarding visibility of claims as detailed above.

COMP RTA Claim Handler

The RTA COMP Claim Handler has the same functionalities as a COMP Claim Handler restricted to RTA claims only.

COMP EL/PL Claim Handler

The EL/PL COMP Claim Handler has the same functionalities as a COMP Claim Handler restricted to EL/PL claims only.

COMP Claim Handler Team Leader

The COMP Claim Handler Team Leader has the same functionalities as a COMP Claim Handler.  In addition, they can use the “Login as another User” function in order to log in on behalf of any other User in the organisation (for example, in order to move a claim along the process or unlock it to make it available to other users).

COMP RTA Claim Handler Team Leader

The COMP RTA Claim Handler Team Leader has the same functionalities as a COMP Claim Handler Team Leader. Whilst their primary view is restricted to RTA claims only, they can use the “Login as another User” function to log in on behalf of any other User, including EL/PL handlers.

COMP EL/PL Claim Handler Team Leader

The COMP EL/PL Claim Handler Team Leader has the same functionalities as a COMP Claim Handler Team Leader.  Whilst their primary view is restricted to EL/PL claims only, they can use the “Login as another User” function to log in on behalf of any other User, including RTA handlers.

COMP Branch Claim Handler

The COMP Branch Claim Handler has the same functionalities as the COMP Claim Handler. The only difference is in the visibility: their work list only shows the claims allocated to their branch.

COMP RTA Branch Claim Handler

The COMP RTA Branch Claim Handler has the same functionalities as a COMP Branch Claim Handler restricted to RTA claims.

COMP EL/PL Branch Claim Handler

The COMP EL/PL Branch Claim Handler has the same functionalities as a COMP Branch Claim Handler restricted to EL/PL claims.

COMP Claim Dispatcher

The COMP Claim Dispatcher can view all claims initially received from a Claimant Representative irrespective of which branch the User has been allocated.

And they can perform the following actions:

  • Acknowledge the claim (EL/PL only)
  • Accept the claim
  • Reject to CR
  • Re-assign to another Compensator Organisation
  • Re-allocate to another branch
  • Exit process
  • State Fraud.

As the COMP Claim Dispatcher can view and action all claims for all branches until these have been accepted, the claims will remain in their work list even if it has been allocated to another branch.

When a claim is accepted, they can no longer see it in their work list.

NOTE: the use of this profile is optional.

This profile is intended to be used by Insurers/Compensators that want to set up a branch dedicated to the acknowledgement/acceptance of each claim received.

COMP RTA Claim Dispatcher

The COMP RTA Claim Dispatcher has the same functionalities as a COMP Claim Dispatcher restricted to RTA claims.

COMP EL/PL Claim Dispatcher

The COMP EL/PL Claim Dispatcher has the same functionalities as a COMP Claim Dispatcher restricted to EL/PL claims.

COMP Branch Claim Dispatcher

The COMP Branch Claim Dispatcher has the same functionalities as the COMP Claim Dispatcher. The only difference is in the visibility: their work list only shows the claims allocated to their branch.

COMP RTA Branch Claim Dispatcher

The COMP RTA Branch Claim Dispatcher has the same functionalities as the COMP Branch Claim Dispatcher restricted to RTA claims.

COMP EL/PL Branch Claim Dispatcher

The COMP EL/PL Branch Claim Dispatcher has the same functionalities as the COMP Branch Claim Dispatcher restricted to EL/PL claims.

COMP Dual Profile

A single User ID can be assigned an Administrator profile as well as a Claims profile, instead of requiring two separate user IDs. If you would like to extend access to both the Administrative console and the Claims Portal to existing Users, add the Administrator profile to a Claims user ID, rather than adding claims profiles to an Administrator user ID. This ensures visibility and access to claims is not lost.

Advanced User delete claims Profile

Since Release 6 a new profile has been added for ease of deleting claims. You can now delegate a User within your team specifically to delete claims, in line with GDPR.

Claimant Representative Profiles

While it is possible to allocate users to branches, all Claimant Representative profiles allow the users to view and process claims regardless of branch.

Please note that the visibility of claims in the Worklist and the Search also depends on the status of the claim and if it is allocated to somebody else.  

CR Administrator

The CR Administrator can log in to the administration console and manage all users (RTA and/or EL/PL) belonging to their organisation. They can:

  • Create new Users, including other Administrators
  • Update User details
  • Disable a User
  • Enable a User
  • Reset users’ passwords
  • Amend their own User details
  • Access the 'Reset Your Administrator Password' function
  • Update your organisation's details, excluding name
  • Update branch details
  • Create new branches (please note that once created, branches cannot be deleted).

Top Tip: It is important to note that an Administrator profile alone does NOT enable access to claims. A single User ID can be assigned both an Administrator profile as well as a Claims profile. See CR Dual Profile below for more details.

They can also see their organisation’s branch structure.

CR Claim Handler

The CR Claim Handler can work with all claims.

CR RTA Claim Handler

The CR RTA Claim Handler has the same functionalities as a CR Claim Handler restricted to RTA claims only.

CR EL/PL Claim Handler

The CR EL/PL Claim Handler has the same functionalities as a CR Claim Handler restricted to EL/PL claims only.

CR Team Leader

The CR Team Leader has the same functionalities as a CR Claim Handler.  In addition, they can use the “Login as another User” function in order to login on behalf of any other user in the organisation (for example, in order to move a claim along the process or unlock it to make it available to other Users).

CR RTA Team Leader

The CR RTA Team Leader has the same functionalities as a CR Team Leader. Whilst their primary view is restricted to RTA claims only, they can use the “Login as another User” function to log-in on behalf of any other user, including EL/PL handlers.

CR EL/PL Team Leader

The CR EL/PL Team Leader has the same functionalities as a CR Team Leader.  Whilst their primary view is restricted to EL/PL claims only, they can use the “Login as another User” function to log-in on behalf of any other User, including RTA handlers.

CR Dual Profile

A single User ID can be assigned an Administrator profile as well as a Claims profile, instead of requiring two separate User IDs. If you would like to extend access to both the Administrative console and the Claims Portal to existing Users, add the Administrator profile to a Claims User ID, rather than adding claims profiles to an Administrator User ID. This ensures visibility and access to claims is not lost.

Advanced User delete claims Profile

Since Release 6 a new profile has been added for ease of deleting claims. You can now delegate a User within your team specifically to delete claims, in line with GDPR.

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