Viewing and Editing Insurance Information

To enter, edit, and view insurance information, open or create a workfile, select the Insurance tab, and then enter the information in the fields on the screen. The fields you can access depend on whether the policy is for the insured or for the claimant.

To enter, edit, and view insurance policy information

1. Open or create a workfile.
2. Select the Insurance tab.The Insurance screen opens.
3. Enter your information.
4. Click Save or Save and Close when you are finished.