Keep track of your insurance assignments, whether they're still pending or already paid.
Enter pending insurance assignments
The Payments & Adjustments page allows you to input insurance assignment information and view the status of whether or not you've received the payment.
Open the case and go to Payments & Adjustments.
Select Add Transaction.
Choose either Add Insurance Assignments or Add Insurance Assignment w/ Growth.
For this example, we'll select Insurance Assignment w/ Growth.
Select an insurance company from the dropdown.
If the insurance company is not listed, select the 
icon to add the company.
If you'd like to use this new company in the future, check the box next to Save to Organization Rolodex before saving.
Click Save.
Enter the Policy #, Policy Value, Claim # (if available), and Claim Submitted date.
Since the insurance assignment is pending, be sure to leave the Funds Received On and Check # fields blank. Ensure Payment Amount is set at $0.00.
Don't complete these fields until the funds come in and you have the check!
Include a Memo or Add a Beneficiary if you'd like.
Click Save.
The insurance assignment will show as Pending on the Payments & Adjustments page. It will not reduce the balance since you haven't received funds yet.
The contract will automatically reflect that the claim has been submitted but not received.
Track pending insurance assignments
Track pending insurance assignments by creating a filter on the Case Listing page.
On the Case Listing Page select All Cases > Filter Cases.
Search and select Yes next to Insurance Funds Pending, then click Show in a New Tab.
To save this tab, click save.
Name your tab and click save again.
Update insurance assignments once funds are received
Once you've received funds from a policy, return to the Payments & Adjustments page.
Select the pending insurance assignment. Include the Total Payment Amount, Amount Applied to the Case, and the Amount Applied to Internal Growth.
The internal growth will show on your end but won't be listed on the contract, invoice, or balance provided to the family.
Make sure to also include the Funds Received On and Check or Reference #.
Click Save.
This will update the insurance assignment on the Payments & Adjustments page, and the current balance will reflect the amount received.
If you would like to re-print the contract, it will show the insurance assignment has been received.
Accounting exports only show insurance assignments that have received payments. Exports use the Funds Received On date, not Claim Submitted date.
Pending insurance assignments are NOT included.
Need additional information?
Need help? Email us at support@passare.com or call (800) 692-5111.