Edit Adjusters on a Client Insurance

How to edit adjuster information on client insurance. Most used if case has been reassigned to a different adjuster.

• Go to the Client Tab in the open case.
• Scroll to the insurance whose adjusters you want to edit.
• Click on the arrow at the end of the adjusters row.
• Select Edit from the drop down menu.

• A pop-up window will appear.
• To choose a new adjuster, select them from the dropdown menu, or click Add.
• To update information for an existing adjuster, select the adjuster from the dropdown and click Edit.

• Make the desired changes.
• Click Save at the bottom right of the pop-up window.
• Once back in the edit adjusters box, click Save again.
• The updated adjuster(s) will appear under adjusters for the corresponding insurance.