Client Tab | CASEpeer

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Client Tab

Client Tab

15 articles

Indicate a Client is Deceased

Sort Client Insurance

Add a UM or UIM Adjuster

Add Adjusters to a Client Insurance

Add a Client's Property Damage

Add a Key Contact to a Client

Add a Note to an Adjuster Contact

Add a Client Insurance

Delete a Client Insurance

Edit Adjusters on a Client Insurance

Edit Date of Intake

Edit a Client's Property Damage

Edit Client Information

Edit the Retained Date

View Adjuster History on the Client Tab