How to add an adjuster to a client's insurance. This is beneficial for sending letters of representation and keeping track of the main contact at the Insurance Company.
- Navigate to the Client Tab in the open case.
- Scroll to the insurance for which you want to add an adjuster.
- If you haven't added an insurance company yet, follow these steps.
- If there is no adjuster already, there will be a box labeled Add Insurance Adjuster which you can click on to add an adjuster.
- Click on the drop-down arrow to the right and select Edit.
- A pop-up window will appear.
- Select the adjuster from the drop-down list.
- Add the insurance adjuster's information.
- If the adjuster you are looking for isn’t in the drop-down menu, click Add.
- Fill in the adjuster’s information.
- Select the adjuster from the drop-down list.
- Select Save.
- The adjuster will now appear under adjusters for the corresponding insurance.
- Note: Adjuster contacts are specific to insurance company contacts, if there are duplicate insurance companies, we recommend merging them, otherwise it can be difficult to find an adjuster in the future.
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