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Edit Adjusters on a Defendant Insurance
Edit Adjusters on a Defendant Insurance
Updated over 6 months ago

Change or update the adjuster assigned to a defendant's claim.

  • Navigate to the Defendants Tab in the open case.

  • If there are multiple defendants on the case, select the defendant you would like to update.

  • Scroll down to the Adjusters section and click on the dropdown menu on the top right of the section.

  • Select Edit.

  • An Edit Adjusters pop-up window will appear.

  • To choose a new adjuster, select them from the dropdown menu, or click Add.

  • To update information for an existing adjuster, select the adjuster from the dropdown and click Edit.

  • Make the desired changes.

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

  • The Edit Adjusters pop-up will appear and click Save again.

  • The edited or new adjuster will appear under the Adjusters section under the corresponding insurance.

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