Tip #55 - The All Insurance Page

We have added a new page to SmartAdvocate, named “All Insurance.” This new page can be accessed by going to the “Other” tab from the case Summary Screen (the default location for the All Insurance page).

The All Insurance page has the same functionality as the Insurance page under the Plaintiff and Defendant sections. This new 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 new 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.