STEPS:
1. To begin entering client insurance information, click the Client screen under the Client Information folder on the Site Plan. View screen shot.
2.  This screen is used to pursue the client's insurance primarily for cases involving auto accidents where the defendant is uninsured or under insured.

3.   Ensure that the desired client is showing in the Client Header screen, then click the Insurance tab.  View screen shot.
4.  Enter the following information in the appropriate fields using the Tab key on your keyboard to move between the fields:
  • Company Name
  • Insured
  • Policy No.
  • Address
  • City
  • State
  • Zip Code
  • Phone
  • Adjuster Name
  • Fax
  • UIM (under insured amount)
  • UM (uninsured amount)
  • Med Pay Per Person
  • Claim Number

View screen shot.
5. Use the Notes field to record additional information about the insurance such as expected limits or special clauses, or to record notes about conversations with insurance representatives.  View screen shot.
6.     The date the INSREPCL1 and INSREPCL2 letters were sent is automatically entered in the Date Letter 1 Sent and Date Letter 2 Sent fields.   View screen shot.
7.  This information also appears on the Questionable Insurance report until confirmation is received.  View screen shot.
8.  Check the Acknowledgment box when confirmation is received.  View screen shot.

[Top]