Adding insurance information to a client's case in the Quilia Portal helps you track all relevant insurance details in one place. This guide walks you through the process.
Steps to Add Insurance Information
1. Navigate to the Client's Case
From the Quilia Portal, open the case for the client you want to add insurance information to.
2. Click on the Incident Tab
In the case navigation bar, click on Incident. This tab contains all incident-related details including vehicle information, repairs, and insurance.
3. Select the Insurance Sub-Tab
Within the Incident section, you'll see several sub-tabs: Incident Details, Vehicle, Repairs, Rental, Towing, Storage, and Insurance. Click on the Insurance tab.
4. Add Insurance Company
Click the Add Insurance Company button to open the insurance form.
5. Fill Out the Insurance Details
Complete the form with the following information:
- Type - Select the type of insurance (for example, Auto Liability, Health, or Uninsured Motorist)
- Company - Enter the name of the insurance company
- Policy, Group, and Claim Numbers - Add the identifiers that apply
- Insured Name and Policy Owner - Identify the people associated with the policy
- Contact Information - Add the relevant phone and contact details
6. Save the Information
Click Save at the bottom of the form to save the insurance information to the case.
Tips
- You can add multiple insurance companies to a single case if needed
- Keep policy and claim numbers handy for quick reference during negotiations
- Update insurance information as claims progress
Video Tutorial
Watch this quick video walkthrough: