Create insurance record copy into related case items
Create insurance record copy into related case items
Your insurance entries in a case are manually rekeyed into related matters, creating gaps in policy and claim context. This keeps policy and claim details aligned so teams can act same day.
Overview
Manual rekeying of insurance entries fragments claim context and slows paralegal intake. This copies insurance items into the related matter so project managers and paralegals have complete policy and claim details available the same day.