28 Questions
Which option should you select under 'Case Type' when creating a new case profile?
Auto Accident
What should you do if the details of the accident are unclear from the intake form?
Call the client for more information
Where should you enter the Defendant driver's phone number?
Phone Number
What should you do if there is no report number on the intake form but the police were involved?
Inform the attorney
What should you enter in the 'Company Name' field when adding insurance details for a client?
Insurance company name
What should you enter in the 'Registered Owner' field when adding client's property damage?
Client's full name
What should you select under 'Defendant Type' when adding the other driver's information?
Private Party
Where should you save the Letter of Representation in CasePeer?
Documents > Correspondence > Outgoing > Defendant’s Insurance
What should the subject line of the email to the Defendant’s insurance company contain?
Claim No __________, (Client Name)
Where should you upload the intake form in CasePeer?
Documents > Intake Forms
Where should you save the Letter of Representation in CasePeer?
Documents > Correspondence > Outgoing > Plaintiff’s Insurance
What should you do if there is missing information in the downloaded Letter of Representation?
Add the missing information
What format should the Letter of Representation be saved as in CasePeer?
Word and PDF
Where should you locate the Wave Law Firm 'W-9' file?
In the Admin folder
Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?
Client
What should you do if our client's vehicle is damaged and they haven't settled with the insurance company?
Open a Property Damage Claim after consulting the attorney
When opening a Personal Injury Claim with the client's insurance company, what information should you provide?
Client's name, date of the incident, and location of the incident
What should you do if the insurance company asks for specific accident details or client injuries during the initial call?
Tell them we don't have specific details yet
Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?
Adjusters
What should you do if there is missing information in the downloaded Letter of Representation?
Add the missing information
What should you do if the insurance company asks for specific accident details or client injuries during the initial call?
Tell them you don't have the information yet
Where should you save the intake form in CasePeer?
CasePeer > Documents > Intake
What should you enter in the 'Registered Owner' field when adding client's property damage?
Client's name
What should you do if the insurance company asks for specific accident details or client injuries during the initial call?
Provide them with all the requested information
Where should you save the Letter of Representation in CasePeer?
Documents > Correspondence > Outgoing > Client's Insurance
Where should you locate the Wave Law Firm 'W-9' file?
Admin folder for the client
What should you do if there is missing information in the downloaded Letter of Representation?
Add the missing information
Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?
Insurance tab
Test your knowledge on entering health insurance information accurately and efficiently. This quiz will challenge you to select the correct health insurance company, enter insured details, and locate the necessary information for subrogation purposes. Sharpen your skills and ensure accurate data entry with this informative quiz.
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