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Add Adjusters to a Defendant Insurance
Add Adjusters to a Defendant Insurance
Updated over 6 months ago

How to add an adjuster to a defendant's insurance for property damage, bodily injury, and medpay.

  • Navigate to the Defendants Tab in the open case.

  • NOTE: If there are multiple defendants on the case, click on the hyperlinked name of the defendant to update.

  • Scroll to the Insurance Section that an adjuster needs to be added to.

  • Click on the dropdown arrow aligned with the Adjuster Section.

  • Select Edit from the dropdown menu.

  • A pop-up window will appear.

  • Select the adjusters.

  • If the adjuster does not appear in the dropdown menu, click Add.

  • Fill in the adjuster’s information.

  • Click Save.

  • Now select the adjuster from the dropdown list.

  • Click Save at the bottom right of the pop-up window.

  • Your adjuster will appear under the Adjusters Section of the corresponding insurance.

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