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Add Defendant Insurance Company button: Used to add new Defendant Insurance Company to the case file.
Add Plaintiff Insurance Company button: Used to add new Plaintiff Insurance Company to the case file.
Checkbox: Used to multi-select two or more insurance companies, which can then be edited or deleted simultaneously.
Party: The party covered by the policy.
Party Type: Whether the party covered by that policy is a plaintiff or defendant in the case.
Insurance Company: The insurance company that wrote the policy and the company's address.
Insurance Type: The type of the insurance.
Adjuster: The insurance adjuster for the policy and the adjuster's phone number.
Policy Info: The details of the policy (the named insured, the policy number, the policy dates, the claim number, the policy limits, and the UM/SUM limits).
Payments Made: The total amount of payments made by that insurance.
3rd Party Insurance: The details of the third-party administrator of the policy (the company administering the policy, the administrator's adjuster for the policy, the adjuster's phone number, and the claim number).
Comments: Any comments about the policy.
Docs: The number of documents associated with the policy and a link to the documents in the Documents case page.
Action: A right-click icon; the right-click menu contains Edit, Copy and Delete. The Copy function cannot be utilized if more than one policy is chosen.
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Click the right-click icon in the Action column of the row representing the policy you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up an Add/Edit panel for insurance policies, with the information from the policy being copied filled in.
Make any changes necessary to the information in the fields. See /wiki/spaces/TRAIN/pages/1843626015for details about the fields.
Click Save to save the policy and close the panel.
If you decide you do not wish to save the policy, click Cancel instead of clicking Save to undo the copying and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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Adding Plaintiff Insurance
The Add/Edit Insurance Panel allows you to fill in the details of an insurance policy. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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Defendant: The defendant covered by the policy.
Insurance Company: The insurance company offering the policy.
Primary: Whether the policy is the defendant's primary insurance. No defendant can have more than one primary policy; if this field is selected when the policy is saved, it will automatically be deselected in every other policy covering the same defendant.
Insurance Type: The type of the insurance.
Include on the Case Summary: Checkbox to determine whether an insurance company that is not marked as Primary will be shown on the Case Summary page.
Adjuster: The insurance adjuster for the policy. If the Show All checkbox in the dropdown is not selected, the dropdown will only show adjusters employed by the contact in the Insurance Company field; otherwise, the dropdown will show all adjusters. Multiple adjusters can be assigned to the case, one of which can be designated as Primary.
[Primary Adjuster Radio Button]: A radio button, that when marked, indicates that the selected adjuster is the primary adjuster on the policy.
[Adjuster Table]: List of all adjusters assigned to the case. The adjuster designated as Primary will always be displayed first in the list.
Name of Insured: The named insured of the policy. If the Select from Plaintiffs and/or Select from Defendants checkbox in the dropdown is selected, the dropdown will only show the plaintiffs and/or the defendants in the case, respectively.
Policy Number: The identification number of the policy.
Claim Number: The identification number of the claim on the policy related to the case.
Group Number: The identification number of the group plan.
ID Number: The identification number of the defendant in the plan.
Policy Start Date: The start date of the policy.
Policy End Date: The end date of the policy.
Policy Limits [Individual]: The maximum payment per individual event or injured person.
Policy Limits [Aggregate]: The maximum payment per policy period or across all injured people.
DED: The amount of any deductible on the policy.
Comments: Any comments about the policy.
Add to Total Coverage: Whether the coverage available under this policy should be considered part of the total available coverage in the case. If this field is selected, the value of the Current Coverage Amount field is part of the sum listed in the Liability Coverage line in the Case Summary page.
MV Leased: Whether the vehicle covered by the policy is leased.
Available Coverage Amount: The amount of coverage currently available through this policy. Unless the Amount to be Added to Total Coverage field is selected, this field is uneditable.
Organization [TPA]: The organization serving as third-party administrator of the insurance policy.
Adjuster [TPA]: The third-party administrator's insurance adjuster for the policy. If the Show All checkbox in the dropdown is not selected, the dropdown will only show adjusters employed by the contact in the Insurance Company field; otherwise, the dropdown will show all adjusters. When the selection in this field changes, the Phone Number [TPA] field is automatically set to the primary phone number of the selected adjuster.
Claim Number [TPA]: The third-party administrator's identification number for the claim on the policy related to the case.