How Does Claim Folder Work?

The Claim Folder tool enables you to search for and view estimate admin data, associated documents, digital images, events and documents; create and reply to claim folder notes; and perform functions such as creating a check request. Claim folders are created automatically when an assignment is created or when an appraiser sends information for a claim folder.  The claim folder contains data and comments relating to a claim.  It can include one or more of the following:

  • The assignment
  • Estimate/Supplement report
  • Digital images
  • Audit report
  • NICB report
  • Unrelated prior damage report
  • Claim summary report
  • EMS data
  • Claim folder note

Note: An assignment created in Customized Assignment entry will look the same as other assignments (i.e., those created without the Customized Assignment Entry tool) when opened within the Claim Folder tool.