Tip #137 - The All Insurance Page

The default location of the “All Insurance” page is under the “Other” tab from the Summary Screen of a case.[1]

The All Insurance page has the same functionality as the Insurance page under the Plaintiff and Defendant sections. This page provides additional flexibility and convenience, however, as it allows the user to see all insurance information for the case in one place. Furthermore, the user has the ability to add or edit insurance information, or can delete an insurance company from the case on this screen without having to go to the respective Plaintiff or Defendant section to do so.
 
In addition, this page has the “Show/Hide Columns” feature, thereby allowing the user to further customize which columns he/she prefers to have displayed on the grid.

[1] It is possible the All Insurance page may have been moved to a different tab by your SmartAdvocate Administrator. Please check with him/her for the current location.