Track Insurance Companies

This section shows you how to turn on the Insurance Tracking feature throughout the system. It is also where you can add edit, or remove the Insurance Companies' names that you work with.

Requires Location or Company Administrator Role to access this area.

Click your name at the top right and choose Account Settings.

Expand Job File Settings and click Track Insurance Companies.

3. Insurance

Enable tracking of insurance companies. Also turns on Insurance Fields in the New Lead Form.

Show Insurance Companies that are Active or Inactive. Can be toggled or set to both being on. 

+Add Another. Add a new Insurance Company to the list. This option is located at the bottom of the list.

Edit/Delete. You can toggle Active Status at any time. Remember to hit Save when you are done editing. A dark blue trash can will delete this option. You cannot delete any options that are currently in use, and they will appear gray.