Add a Defendant Insurance

Update the defendant's insurance information.

• Navigate to the Defendants Tab in the open case.
• NOTE: If there are multiple defendants on the case, click the bolded name of the defendant you would like to update.
• Click Add Insurance.

• A pop-up window will appear.
• Click into the dropdown and search for the insurance company. 
• If the insurance company is not in the company dropdown menu, click Add. 

• Fill in the insurance contact information.
• Click Save.

• Choose the insurance company from the dropdown menu.
• Click Save.

• The new defendant insurance will appear on the tab, as well as an area to add adjuster information.