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The Structure of This Page
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Add Insurance Companies button: Used to add a new insurance policy to the case file. See Adding an Insurance Policy.
Insurance Companies table: Contains the insurance policy details and allows various actions to be performed on them. See Insurance Companies Table.
Add New Note button: Used to add a new Plaintiff Insurance note to the case file. See Adding a Note.
Plaintiff Insurance Notes table: Contains Plaintiff Insurance notes and allows various actions to be performed on them. See Plaintiff Insurance Notes Table.
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The Insurance Companies table contains the following available columns:
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Add New 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.
Plaintiff: The plaintiff covered by the policy.
Insurance Company: The insurance company that wrote the policy and the company's address.
Insurance Type: The type of the insurance and whether it is the plaintiff's primary 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: Total payments made by the insurance company.
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.
[column with no title]: 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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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:
Plaintiff: The plaintiff covered by the policy.
Insurance Company: The insurance company providing the coverage.
Primary: Checkbox that indicates whether the policy is the plaintiff's primary insurance. No plaintiff 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 plaintiff.
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.
[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 plaintiff in the group 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 [general]: The deductible that applies to this insurance policy.
UM/SUM Policy Limits [Individual]: The maximum payment per injured person in accidents caused by an uninsured or underinsured driver.
UM/SUM Policy Limits [Aggregate]: The maximum payment across all injured people in accidents caused by an uninsured or underinsured driver.
DED [UM/SUM]: The deductible that applies to the UM/SUM coverage under this insurance policy.
Self Insured Amount: The amount that must be paid by the insured before the insurer pays anything.
100%: If checked, the policy is entirely self-insured.
Insurance Limit By Multiple Plaintiff: Whether the aggregate policy limits refer to multiple injured individuals or multiple events.
Carrier Has Lien?: Whether the insurance company has a lien on the case to recover payments. If this field is selected when a new policy record is created, a lienor record will be created in the Lien Tracking case page with the insurance company listed as the lienor and the insurance type listed as the lienor type. This checkbox does not function when editing an existing insurance record, however (to avoid accidentally creating multiple liens from a single insurance record).
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.
Authentication to Defense Counsel [Checkbox]: Whether the insurance company has been authorized to release the policy information to defense counsel.
Authentication to Defense Counsel [Date]: When the insurance company was authorized to release the policy information to defense counsel. Unless the Authentication to Defense Counsel [Checkbox] 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.
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