Use this screen to view or edit insurance company and assignment information. Fields in this screen that appear in gray cannot be edited.
Description of fields in the Insurance Information pane
Field Label | Description |
---|---|
(insured or claimant information) | Select this droplist to view the party type information for the insured or claimant on the claim. This value is taken from the Who Is option in the Contacts tab. Claim office, phone numbers, and adjuster information is not visible when viewing when the claimant option is selected. |
Insurance Company | Select the insurance company that is handling the claim from the droplist. |
Claim Office | Claim offices associated with the selected insurance company can be selected from this droplist. |
Phone Number(s) | The selected contact phone number are listed in this section. These values are taken from the claim office profile. |
Phone Type | This option describes the type of phone number. Phone types include Business,Car, Cellular, Day, Evening, Fax, Modem, Other, and Pager. |
Phone Number | Enter the area code, phone number and extension in this field. |
Adjuster | Adjuster can be added or changed in the Contacts tab. To add, select New Contact from the Add button.Enter the adjuster name information in this field. |
Policy Number |
Enter the policy information in these two fields. |
Insurance Agent | This is the insurance person who originated the policy for this claim. |
Deductible (droplist) | Select the deductible type from this droplist. Values include $ for dollars, % for the percentage amount, and ACV for the actual cash value. |
Deductible | This value is the customer responsibility for the claim. The type can be expressed as an amount or as a percentage. |
Description of fields in the Assignment Information pane
Field Label | Description |
---|---|
Claim Number | This is the number assigned to the claim by the insurance company. |
Claim Type | This droplist allows you to select the type of claim the insurance company is handling. Valid values include Vehicle, Bus, Heavy Truck, Motorcycle, and Recreational Vehicles & Campers. |
Type of Loss | Collision, Comprehensive, liability, and Other are value types of loss. This is a droplist. |
Loss Date/Time | This field indicates the day the loss occurred. Enter the date value in the field or select it by clicking the calendar icon. |
Payer | This is the source of payment on record for the claim. Valid values include Insurance Company (default selection), Fleet, Internal, Other, Self Pay, and Warranty. Make your selection from this droplist. |
Insurer Prepaid Amount | This value is the amount paid by the insurance company to the insured (customer) prior to repairs being completed. |
Log Number | This is the assignment number. This field is displayed if the workfile originated as an assignment from an insurance company. |
Date Assigned | This value is the date the assignment was assigned .This field is displayed if the workfile originated as an assignment from an insurance company. |
Estimator Instructions | Any additional information for the estimator appears in this field. This field is displayed if the workfile originated as an assignment from an insurance company. |
OK to Pay | Appears on the insurance company assignment. It indicates whether the insurance company is authorizing payment of the claim based upon the estimate amount. Valid values: Yes, No, Unknown. |
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