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Submitting Accurate Insurance Info

Getting Insurance Right The First Time

Updated over 7 months ago

Insurance Information in Demand Letters

Q: What should I keep in mind when filling out the insurance information form for a Demand Letter request?

A: Accuracy is everything. When uploading a case and completing the insurance info form, please double-check two key items:

  • Insurance Document Upload – Only mark “true” for Insurance Document Included if the actual insurance document is uploaded. Selecting this when the document isn’t there causes delays, as our team has to search for something that doesn’t exist.

  • Correct Demand Letter Type – Be sure to choose the right letter type (1P or 3P) based on your case documents. Mismatches here can lead to confusion and may result in the case being flagged as “has issues,” which delays processing.

Taking an extra moment to ensure the form is filled out correctly helps us get your letter back faster—and more accurately.

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