Overview

• Agents: Agents are licensed individuals or entities that represent insurance companies. They sell policies, assist with claims, and act as intermediaries between insurers and customers.

• Attorneys: Attorneys provide legal advice and representation for insurance matters. They handle claim disputes, liability cases, and compliance issues for insurers or policyholders.

• Auditors: Auditors review financial records and processes to ensure insurance companies and policyholders meet regulatory and contractual requirements.

• Brokers: Brokers serve as intermediaries between policyholders and insurers. Unlike agents, they represent the buyer, helping clients find the best policies and negotiate terms with insurers. To learn more, check out the Brokerage documentation.

• Payees: Payees are individuals or entities who receive payments from insurance policies, such as settlements, claims payouts, or refunds. This includes policyholders, beneficiaries, or service providers. For more details, see the Payees documentation.

Roles and Permissions of Third Parties and Stakeholders

These third parties and stakeholders require different levels of access based on their tasks. The User Roles and Permissions documentation page explains how to grant access and understands the permissions.