Add or edit insurance information

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:

  1. 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.
  2. Navigate to the Insurance Information section and select Edit. The Create/Edit Insurance Information dialog box will open.
  3. Complete the Insurance Carrier, Policy Number, Claim Number, Contact Name, and Contact Phone boxes.
  4. If applicable, from the Un/Underinsured Motorist dropdown list, select one of the options.
  5. Select Save.