ADD INSURED INFO

1. On the Claim Info tab, click Insured Info to open the Insured Info dialog box.
2. In the Info group, enter the homeowner's information. If the homeowner’s information is in the Contact Manager, click Import from Contacts to select it.
3. In the Dates group, double-click each box to enter the current date, or click the calendar button to select a date.
4. If an inspection will not be performed on the estimate, select the Inspection Not Performed check box.
5. If an inspection will be performed on the estimate, select whether or not it will be inspected, printed or paid onsite.
6. In the Personnel group, enter the persons that will be working on the estimate.

Click the arrow to select a contact from the Contact Manager or to add another name to the list.

Related topics

• Coverage and Loss information
• Create the project