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.