Adding Insurance
- Michael DeCapua
About Adding Insurance
The Insurance tab is where you enter the details of any known insurance companies that are involved in the case.
To add Insurance information:Â
Select Add to display the fields below.
Select the Party from the dropdown menu.
Select the Party type from the dropdown menu.
If you are entering Insurance information for the defendant, select the Party type dropdown first.Select the Insurance Company from the dropdown menu. If necessary, place a checkmark in the Primary box.
Select the Insurance Type from the dropdown menu.
Select the Name of Insured from the dropdown menu. This can be someone other than a party in the case.
Enter the Policy Number.
Enter the Claim Number.
Enter the Group Number.
For example, health insurance policies have group numbers.Enter the ID Number.
For example, health insurance policies have ID numbers.Select the Policy Start Date.
Select the Policy End Date.
Enter the Policy Limits. Enter the liability policy limit per person injured.
Enter the Policy Limits. Enter the liability policy limit per incident.
Enter the Deductible. Enter the deductible for the liability policy.
Enter the UM/SUM Policy Limits. Enter the UM/SUM policy limit per person injured.
Enter the UM/SUM Policy Limits. Enter the UM/SUM policy limit per incident.
Enter the UM/SUM Deductible. Enter the deductible for the UM/SUM policy.
Enter information into the Custom Field.
This field is free text and can be added by your Admin.Enter any relevant Comments.
Once all the information for insurance is entered, select SAVE. Otherwise, select CANCEL.
After selecting the SAVE button, the options for Edit and Delete will appear.
