Ideas & Enhancements

Customize the Name Section to include the insurance company with the adjuster/provider at a glance

For adjuster contacts, modify the Full Name field to include the Insurance Company Name in parentheses after the adjuster’s name to see at a glance. The AKA section doesn't display it even if it's included.

- Example for Insurance tab:

Insurer/Adjuster: State Farm Insurance (Antonio Owens)

Insurance and Case Contacts Section: Automatically display the adjuster’s name with the insurance company in this section as well.

- Example for Case Contacts tab:

Case Contact: State Farm Insurance (Antonio Owens)

This would help instead of having to make separate notes when adding providers.

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  • Mar 5 2025
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