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The Insurance tab on the Entities Edit Mode allows you to enter information for external entities classified as insurance companies. This tab is used to track policy information by carrier. To activate this tab, select the Insurance Company checkbox on the Base Info tab.
Policies entered in this tab will appear in the Policy dropdown list on the Insurance tab of a matter when the entity is selected as the carrier.
Companies that are to be designated as insurance companies should not be created using the Hot Add feature because the Insurance Company checkbox is not available from Hot Add.
Fields
Policy Number – The identifier for the insurance policy.
Policy Type – The type of insurance policy.
Effective Date – The date from which the policy will be in effect.
End Date – The date the policy is no longer in effect.
Agent – The name of the insurance representative associated with the policy.
Broker – The name of the insurance broker associated with the policy.
Underwriter – The name of the company with which the policy is associated.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the field (the fields also may be reordered to appear as needed on the page):
Currency Type – The type of currency for the insurance policy.
Deductible – The deductible for the insurance policy.
Deductible Foreign – The deductible if a foreign currency is used.
Limits – The policy limits for payment of an insurance claim.
Limits Foreign – The policy limits if a foreign currency is used.
Premium – The amount of the insurance premium.
Premium Foreign – The amount of the insurance premium if a foreign currency is used.
Rate – The conversion rate if the currency type is foreign to the company’s base currency.
Buttons
New – Click to enter insurance policy information for the entity.
Delete – Click to remove the selected policy information for the entity.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of documents.