Insurance Tab Screen

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.

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.

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.

Overview

Workfile - Insurance Tab