Know the Full Insurance Picture

In TrialWorks Tips by trialworks

Remember the slogan:  “You’re in good hands with Allstate.”  That may be so, but keeping track of all of the various insurance policies for all of the various parties in a case can be more than a handful for most!  Let the TrialWorksInsurance/Liens Tab hold your hand as you gather, store, and organize the adjusters, policies, claim numbers and policy limits.

Let’s start by entering data into all of the key fields such as the Insurance Type, Party, Adjuster andInsurance Company.  Completing important information like the Policy and Claim Numbers will further ensure that your correspondence templates populate automatically!

TrialWorks strives to make your daily work life easier and more productive.  For more information on this Tip or any other TrialWorks topic, please call our office at (305) 357-6500 and ask for the Training Department.   Stay tuned for more Tips, make sure to check out our website for more information on TrialWorks 11!