When you add the vehicle of a third-party claimant, you can add or edit the insurance information for that vehicle in the Vehicle Details screen.
To add or edit the Insurance Information table:
- In the Vehicle column of the Vehicles table, select the third-party vehicle you want to add insurance information to or edit the insurance information of. The Vehicle Details screen will open.
- Navigate to the Insurance Information section and select Edit. The Create/Edit Insurance Information dialog box will open.
- Complete the Insurance Carrier, Policy Number, Claim Number, Contact Name, and Contact Phone boxes.
- If applicable, from the Un/Underinsured Motorist dropdown list, select one of the options.
- Select Save.