Client Tab
- Indicate a Client is Deceased
- Sort Client Insurance
- Add a UM or UIM Adjuster
- Add Adjusters to a Client Insurance
- Add a Client's Property Damage
- Add a Key Contact to a Client
- Add a Note to an Adjuster Contact
- Add a Client Insurance
- Delete a Client Insurance
- Edit Adjusters on a Client Insurance
- Edit Date of Intake
- Edit a Client's Property Damage
- Edit Client Information
- Edit the Retained Date
- View Adjuster History on the Client Tab