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The Insurance tab in the Matters Edit Mode allows you to track insurance coverage for the matter. To activate the Insurance tab, select the Insured checkbox on a matter's Base Info tab.
In order to add an insurance company on the insurance tab, the company must have previously been entered in the Entities module. In addition, policies relating to that insurance company must have been previously entered in the Entities module.
Fields
Carrier – The name of the entity that is the insurance carrier.
Policy Number – The identifier for the insurance policy.
Coverage Type – The classification for the insurance coverage.
Carrier On Notice Date – The date the insurance carrier was put on notice of a claim.
Defense Tendered Date – The date an attorney was secured to defend the claim.
Tender Accepted Date – The date the defense notice was accepted.
Coverage Percent – The amount as a percentage of insurance coverage.
Reserved Rights – An indication of whether reserved rights are in effect.
Buttons
New – Click to create a new item in the grid.
Delete – Click to remove the selected item.
Jump – Click to open the Entities module with information concerning the selected carrier.
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 items.
Insurance Claim Subtab
The Insurance Claim subtab allows you to enter information concerning a specific insurance claim against a carrier.
Insurance Claim Subtab Fields
Claim Number – The identifier for the claim.
Claimant – The entity/person making the claim.
Status – The status (such as Active) of the claim.
Claim Amount – The amount being claimed as a loss.
Adjuster – The name of the insurance adjuster assigned to the claim.
Claim Date – The date the claim was filed.
Loss Date – The date the loss was incurred.
Adjust Date – The date the adjuster was assigned to the claim.
Status Date – The date the status was last updated.
Insurance Claim Subtab Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Claim Amount Foreign – The amount of the claim expressed in a currency other than the entity’s base currency.
Conversion Rate – The rate used to convert the amount of the claim to the currency type of the company.
Currency Type – The currency in which the claim is expressed.
Insurance Claim Subtab Buttons
New – Click to create a new item in the grid.
Delete – Click to remove the selected item.
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 items.