Insurance Tab Screen

Use this screen to view or edit insurance company and assignment information. Fields in this screen that appear in gray cannot be edited.

Description of fields in the Insurance Information pane

Field Label	Description
(insured or claimant information)	Select this droplist to view the party type information for the insured or claimant on the claim. This value is taken from the Who Is option in the Contacts tab. Claim office, phone numbers, and adjuster information is not visible when viewing when the claimant option is selected.
Insurance Company	Select the insurance company that is handling the claim from the droplist.
Claim Office	Claim offices associated with the selected insurance company can be selected from this droplist.
Phone Number(s)	The selected contact phone number are listed in this section. These values are taken from the claim office profile.
Phone Type	This option describes the type of phone number. Phone types include Business,Car, Cellular, Day, Evening, Fax, Modem, Other, and Pager.
Phone Number	Enter the area code, phone number and extension in this field.
Claim Rep	This is the claim office person handling the claim.
Policy Number	Enter the policy information in these two fields.
Expires	This is the policy termination date. You can also select it from the calendar icon.
Company	This field is the third party administrator.
Policy Notes	Additional notes regarding the policy appear in this field.
Coverage	Coverage types can be selected from this droplist.
Endorsement Notes	Additional coverage information appear in this field (e.g., stereo equipment, custom wheels, etc.).
Insurance Agent	This is the insurance person who originated the policy for this claim.
Deductible (droplist)	Select the deductible type from this droplist. Values include $ for dollars, % for the percentage amount, and ACV for the actual cash value.
Deductible	This value is the customer responsibility for the claim. The type can be expressed as an amount or as a percentage.

Description of fields in the Assignment Information pane

Field Label	Description
Claim Number	This is the number assigned to the claim by the insurance company.
Claim Type	This droplist allows you to select the type of claim the insurance company is handling. Valid values include Vehicle, Bus, Heavy Truck, Motorcycle, and Recreational Vehicles & Campers.
Type of Loss	Collision, Comprehensive, liability, and Other are value types of loss. This is a droplist.
Loss Notes	Comments and notes regarding the loss appear in this field.
Loss Date/Time	This field indicates the day the loss occurred. Enter the date value in the field or select it by clicking the calendar icon.
State	This is the state where the loss occurred. Select the state from the droplist.
Injury	Select the injury type from this droplist.
Catastrophe Code	This field is dependent on the claim type.
Date Reported	The date the loss was reported.
Claim Summary Notes	Enter any summary notes regarding the claim in this field.