Store insurance information in Litify such as policies, providers, and adjusters related to a legal matter. Insurances capture claim numbers, policy numbers, and insurance types based on the selected insurance--health, liability, and others.

  • Relate insurances to legal matters and specific roles within matters
  • Keep track of all insurance policies involved in a legal matter
  • Create negotiations directly from insurances
  • Run reports on insurance policies across all legal matters to gain insight into case metrics

How to Manage the Insurance Object

Admins can use this article to manage the access and setup of insurance (policy) records. This includes adding the object to page layouts as well as managing its record types and fields. 

Permission Sets

  • Litify Intake User: Can Create, Edit, and View insurance records
  • Litify Matter User: Can Create, Edit, and View insurance records
  • Litify Power User: Can Create, Edit, View, and Delete insurance records 

Page Layouts

Matters: Take Action layout

Insurance records are available on matters as a related list. They are also available from the Parties tab.

Roles: Take Action layout

Insurance records are available on roles as a related list.  

Record Types

  • Health
  • Liability 

About Fields

Coverages Field

Coverages picklist field contains the following values: 

  • Collision
  • Liability
  • UM

Insurance Type

Insurance Type picklist fields contains these values. Add more as necessary:

  • Health
  • HMO
  • Medicaid
  • Medicare
  • PPO 

All Fields

Field Label Field Name Data Type Definition
Adjuster litify_pm__Adjuster__c Lookup(Role) The adjuster on the case where this insurance record was added.
Adjuster Name litify_pm__Adjuster_Name__c Formula (Text) Name of the adjuster on the case.
Claim Number litify_pm__Claim_Number__c Text(100) Claim number associated with this policy.
Combined Single Limits litify_pm__Combined_Single_Limits__c Currency(16, 2) Combined single limits on this policy.
Comments litify_pm__Comments__c Long Text Area(32768) Comments about this policy.
Coverages litify_pm__Coverages__c Picklist Picklist of coverages. Add more values if necessary.
Created By CreatedById Lookup(User) User who created this insurance record.
Insurance Company litify_pm__Insurance_Company__c Lookup(Role) Insurance Company involved with this insurance record.
Insurance Company Name litify_pm__Insurance_Company_Name__c Formula (Text) Name of the insurance company.
Insurance Name Name Text(80) Name of this insurance policy.
Insurance Type litify_pm__Insurance_Type__c Picklist Type of insurance
Last Modified By LastModifiedById Lookup(User) Last user who edited this policy.
Matter litify_pm__Matter__c Lookup(Matter) Matter where this insurance record was added.
Owner OwnerId Lookup(User,Group) User who owns this record.
Per Incident litify_pm__Per_Incident__c Currency(16, 2) Cost per incident.
Policy Holder litify_pm__Policy_Holder__c Lookup(Role) Associated Policy Holder role.
Policy Holder Name litify_pm__Policy_Holder_Name__c Formula (Text) Name of the Policy Holder.
Policy Number litify_pm__Policy_Number__c Text(100) Policy number.
Record Type RecordTypeId Record Type RecordType ID of this insurance record.
Subrogation Agency litify_pm__Subrogation_Agency__c Lookup(Role) Associated Subrogation Agency Role.
Subrogation Agency Name litify_pm__Subrogation_Agency_Name__c Formula (Text) Name of Subrogation Agency.


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