Add a Client Insurance

How to add a client's insurance information to a case. Most often used if the information was not collected initially.

• Navigate to the Client Tab in the open case.
• Click Add Insurance. 

Note: Search the dropdown first so as not to create duplicate contacts.

• If the insurance company you are looking for is not in the drop-down list, click Add. 
• Fill in the new insurance contact information.
• Click Save.
• Choose the newly added insurance company from drop-down list.
• Click Save.

• Once an insurance company is saved to the case, corresponding adjuster details can be added.