Subrogation

CollectMax offers a Subrogation Module that will allow users to track subrogation insurance accounts. The feature can be turned on at the client level and accounts can be found by the insured party.  

This feature is a add-in module.  For information on obtaining this feature, please contact the Sales Department.

  Enable Subrogation By Client

From the main menu of CollectMax,

Select button to display the Client Find By Screen. Select to find by Name or ID.   Enter the Name or ID and select the proper client.

From the Client Screens, select the tab, and click the button.  

Click the button and select Subrogation in the Extended Practice List.   Click the button to turn on the Subrogation tab for all accounts attached to this client.

  Subrogation Tab

From the Debtor's Account, click the tab to display the Subrogation Screen.

Select the Insurance Claim Type from the following options:

• Property Damage
• Bodily Injury
• Property Damage and Bodily Injury

Click the button and select the proper Claim Type.

Click the button to enter the Insured's Name and Information on the Insured Information Screen.

Select if the Insured is a Business or Individual.  

Enter the following information:

• Insured Name or Last Name, First Name.
• Insured Contact Name or Alias Name
• Insured Address
• Insured City State Zip
• Insured Date of Birth
• Insured SSN or EIN
• Insured Phone Numbers
• Insured County
• Insured Salutation
• Insured Email
• Insured Policy Number
• Insured Vehicle Information.

Click the button.  

  Summary Section

Enter the Date of Loss in a MM/DD/YYYY format or click the button and select the proper date.

• Enter the Property Damage Amount.
• Enter the Uninsured Motorist Amount.
• Enter the County of Loss or click the  button to display County Code List.  Select the County Code from the list and click the button.   To add a new county code click the button and then the County Code when complete.
• Enter the Accident Location by clicking the button to display the Accident Location Details Screen.

• Enter the Location Information and click the button.
• Enter the Accident Details by clicking the button to display the Accident Details Screen.

• Enter a Description and/or Specific Injuries and click the button.

  Insured Expenses Section

Enter the following Amounts:

• Deductible
• Travel
• Rental Car
• Depreciation
• Loss of Use
• Loss of Property

Once entered a Total of all Expenses will be listed.

  Defendant Information Section

Enter the Insurance Company Name, Policy Number and Claim Numbers.

  Witness Information

Click the button to enter or view witness information for the Witness List Screen.

Click the  button to add an additional witness.   A confirmation message will be displayed.

Click the button to display the Witness Details and add a new witness.  Up to 7 witness can be added.   Click the button to stop the assignment process.

Enter the following Witness Information:

• Name
• Alias
• Address
• City State Zip
• County
• Salutation
• Email
• Phone Numbers
• Date of Birth
• SSN
• Remarks

Click the button to add a witness.

To view an existing Witness, select the witness from the witness list and click the button

 to display the Witness Information.

  Police Information

Click the button to display the Police Information Screen.

Enter the following information if available:

• Police Report Number
• Police Officer Name
• Police Officer Badge Number
• Police Officer Department

Click the button to save the information.   If information has been entered on this screen the Police Info button will appear bold on the Subrogation Tab.

  Attorney Information

To add Insured Attorney Information, click the button to display the Attorney Details Screen.

Select if the Attorney Information is a Business or Individual and fill in the following information if available.

• Name
• Contact/Alias
• Address
• City, State Zip
• County
• Salutation
• Email
• SSN/EIN
• Date of Birth
• Phone Numbers
• Remarks

Click the button.  If Attorney information has been added the Attorney button will appear as bold on the Subrogation Tab.

  Remarks

To add any Subrogation Remarks, click the button to display the Remarks Screen.

Enter any comments or remarks and click the button.  If any Remarks have been added, the Remarks button will appear bolded on the Subrogation Tab.