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Insurance Policy Overview

The Overview page is the default view after selecting the Insurance Management hyperlink in the Finance module. It displays a list of insurance policies entered in Lawtrac.

The list includes the following columns:

  • Company—The name of the company using the insurance policy
  • Type—The type of insurance policy (managed by site administrators via Application Administration | Finance Options | Policy Types)
  • Carrier—The insurance underwriter
  • Ends—The policy's end date
  • Cov—The amount of coverage in the current currency
  • 25%50%75%100%—The percentage of coverage remaining

Insurance Management Overview

Click a Company link to open the company's Policy/Coverage Information page.

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