Setup:

Accepted Insurance Companies:

This is designed to solicit the vehicle owner for a possible payment source at the time when we set the estimate appointment. Many repair centers encourage estimators to specialize in payment sources/ insurance companies. This allows the estimator to become an expert in following the profile and guidelines of a carrier’s requirements. If a repair center has a special agreement with an insurance company, it may be helpful to know this before beginning the estimate process.

Part 1: Creating Insurance Companies:

Click on “Add a row”.

Enter the name of the insurance company or payment source.

You may soft delete an insurance company by clicking on Delete.

Part 2: Associating an estimator with an insurance company

As part of the estimate scheduling process, we ask the vehicle owner to identify the insurance company that is likely going to pay for the repairs. In the case where the vehicle owner is a claimant, we ask for the other party’s insurance company. Once the estimate appointment is scheduled, the repair center can manually change the assigned estimator as new information becomes available.

            1.      Go to the “Shop Employees” tab.

            2.      Click on “Add a row” and pick an insurance company from the dropdown list. This will associate the estimator with the insurance company. A repair center may have more than one estimator associated with an insurance company.

Click on “Save Change” to complete adding the payment source.