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All CollectionsCASE Defendant Tab
Add a Defendant Insurance
Add a Defendant Insurance
Updated over a week ago

Update the defendant's insurance information.

  • Navigate to the Defendants Tab in the open case.

  • NOTE: If there are multiple defendants on the case, click the bolded name of the defendant you would like to update.

  • Click Add Insurance.

  • A pop-up window will appear.

  • Click into the dropdown and search for the insurance company.

  • If the insurance company is not in the company dropdown menu, click Add.

  • Fill in the insurance contact information.

  • Click Save.

  • Choose the insurance company from the dropdown menu.

  • Click Save.

  • The new defendant insurance will appear on the tab, as well as an area to add adjuster information.

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