Manual Estimate Review

Manual Estimate Review is a feature for the CCC® Portal which allows insurers with CCC® Focus to manually perform a reinspection; this is useful in cases such as Total loss or for an employee audit. The Manual Estimate Review feature allows users to create a review with or without Estimate data in the Claim Folder.

Note: The user does NOT need to be the assigned Reinspector on the claim in order to create a Manual Estimate Review, but the system will assign the user as the Reinspector if no Reinspector was previously assigned. The user must have the appropriate role(s) and user type in order to create a Manual Estimate Review. The system does NOT discriminate based on Appraisal Source because Estimate/Supplement data is not used to generate the review. Ex. If a user’s company does not allow Estimate Review of Staff-written Estimates, the user can still perform a Manual Estimate review since the Appraisal Source is not considered by the system.

Conduct Manual Estimate Review

  1. Locate the Claim and open its Claim Folder. This can be done via the Quick Search for Claim Folders, or via a Worklist for Estimate Review Claims.
  1. Click Manual Estimate Review from the left side panel Desk Review section.
  2. The Manual Review page opens.
  3. The Claim Information section contains key details about the claim. Fields will be pre-populated if the necessary data is available in the Claim Folder. Edit any values in this section that need to be changed and populate empty fields as needed. The following fields are required and must be populated: Est Version*, Estimate Date*, Total Cost of Repairs*, and Vehicle Owner*.
  4. Populate the Reinspection Details section. The following fields are required and must be populated: Reinspection Type*, Performed*, and Location Type*.

Note: Any modifications to the pre-populated data on this page are only represented in the Manual Estimate Review Report that is generated. The Claim Folder is NOT updated to reflect the changes made to any values on the Manual Review page.

  1. In the Manual Review Details section, click Add Additional Change to enter the Manual Review details. Additional fields will be made available for completion.
  2. Complete the Manual Review Details fields as needed. The following fields are required and must be populated: Description*, Category*, Category Description*, Original Amount*, and Review Amount*.
  3. To remove an item from the Manual Review, click Remove from Review; to add another item, click Add Additional Change.
  4. When the review is complete, click Submit Manual Review.
  5. A confirmation popup appears. Click Return to Summary to close this popup and return to the Claim Folder.
  6. The Manual Estimate Review Report (.PDF) that was created is added to the Claim Folder’s Documents tab. The Manual Estimate Review event notes are also listed under the History tab.