How to add a client's insurance information to a case. Most often used if the information was not collected initially.
Navigate to the Client Tab in the open case.
Click Add Insurance.
Note: Search the dropdown first so as not to create duplicate contacts.
If the insurance company you are looking for is not in the drop-down list, click Add.
Fill in the new insurance contact information.
Click Save.
Choose the newly added insurance company from drop-down list.
Click Save.
Once an insurance company is saved to the case, corresponding adjuster details can be added.