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.