How to view settlement amounts on past cases with the same adjuster.
Navigate to the Client Tab in the open case.
Scroll down to the insurance you’re looking for.
Click on the arrow at the end of the adjusters row under the associated insurance.
A pop-up window will then appear with the adjuster's history.
Or review the adjuster history across all cases.
Navigate to reports on the left side and scroll down to Insurance Adjusters.
To view the company history click the gray dropdown arrow on the right-hand side of the row and select Adjuster History.
A pop-up window will then appear with the adjuster's history.