Objective

To update the insurance information on a claim accurately and efficiently.

Key Steps

1. Go to the "Open Claims" section on the workbench.

2. Select the claim you want to update.

3. Click on the green pencil icon to view the full claim.

4. Navigate to the "Insurer and Policy" section, located about halfway down the page.

5. Select the insurer by choosing the appropriate carrier (e.g., Progressive Insurance).

6. Edit policy details and add any missing information not included in the initial entry.

7. Add any necessary notes related to the insurance information.

8. If a specific category is missing, click on "Add Detail" to include it (e.g., coverage details like mold coverage or packout).

9. Include the value of the coverage in the policy.

10. Add carrier adjusters under "Insure Personnel" by inputting their details (e.g., James Smith).

11. Optionally, deactivate an adjuster by editing their information and setting an end date to gray them out while keeping them on the claim.

12. Include external insurer personnel (e.g., electricians, inspectors) by selecting "Add External Personnel."

13. Choose the appropriate company (e.g., A Plus Plumbing) and individual (e.g., Bob Boston) to add their information to the claim.

Cautionary Notes

• Ensure all information entered is accurate and up-to-date.

• Double-check for any missing details before finalizing the update.

• Be cautious when deactivating adjusters, as this may impact claim handling.

Tips for Efficiency

• Pre-select common insurers to speed up the process.

• Use the "Add Detail" option to include any additional categories not initially available.

• Keep a record of all changes made for future reference and auditing purposes.