How can I add insurance adjuster/agent ?

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You can record details of the insurance adjuster/agent in the agreement section. To do this follow the below mentioned steps.

Since the adjuster details needs to be added in the agreement section, we will have to create an agreement or edit an existing agreement first.

When you are in the agreement you may follow the steps mentioned below.

    1. Select the insurance tab in the agreement screen.
    2. Click on the Claim Details button.
    3. Here you should fill in the details which you think is necessary and important.
    4. Once the adjuster details have been entered, you can proceed further with the other functionalities in creating an agreement.

 

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