You can link a broker to a claim from the Claim Details tab within a claim. All the companies with the type “Broker” are available to choose from the Broker field drop-down menu. Simply choose the broker you want to link to the claim and click “Save”.

Remember, you can only link a broker to a claim if a company with the type "Broker" has been previously created.

To learn more about how to create a company, read our help article

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