Delete a Client Insurance

How to delete a client's insurance information. Most beneficial if the client's policy was not active at the time of the incident, or the wrong information was collected initially.

• Navigate to the Client Tab in the open case.
• Scroll to the insurance you want to delete.
• Click the arrow on the right side of the desired insurance’s row.

• Click Delete.
• A pop-up window will appear and remind you that you cannot undo this action.
• If you still want to delete the insurance, click Delete.

• The insurance you deleted will no longer be visible on the Client Tab.