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Creating a New Profile Automatically

New insurance company and claim office profiles are created automatically as new assignments are received. When an assignment originating from a new insurance company or claim office is received, the program prompts you to create the profile when you accept the assignment. All users can remain in the program when this action is performed.

To create a profile automatically

Select View > Workfiles from the menu bar.
Select the Views option, and then select New from the Workfiles panel.
Select the assignment, and then select Action > Accept Assignment from the mini-toolbar. If the profile does not exist, a message pop-up appears.
Click Yes to create the claim office profile using the CCC default values.
Click Yes to open the newly created profile and edit the profile information. Selecting No opens the assignment instead.

Overview

Profiles