Locked Estimates, Status, and Supplement Requests

After you send an estimate, the insurance company can review the estimate and set a status. A lock symbol appears in the right corner of the Estimate card. The lock indicates the ownership of the estimate is held with the insurance company. Supplements cannot be created when the lock is present.

When the ownership lock is released, the lock symbol is no longer visible, and you can add a supplement.

The estimate is unlocked when the insurance company changes the status to Approved, Manual Closed, Supplement Assignment Sent, or Annotated.

Notes: Locked estimates only apply to certain workflows (e.g. Cross Supplementation). Review the workflow guide from your insurance company partners for procedures.

How to

Note: This feature is not available to all Mitchell Connect users.

Use the Send Request to Unlock Estimate feature to send a request to the insurance company to unlock a locked estimate. This feature is only available if Request Unlock displays on an estimate card.

  1. On the Job Overview page, click Request Unlock on the Estimate card. The Request Unlock window appears.
  2. Type a reason to unlock the estimate in the Request Unlock window (optional), and then click Request Unlock. The request is sent to the insurance company. Request Unlock appears on the Estimate card.

Note: This feature is not available to all Mitchell Connect users.

Use the Request Supplement feature to request a supplement from the insurance company. This feature is only available if Request Supplement displays on the estimate card.

  1. On the Job Overview page, click Request Supplement on the Estimate card. The Request Supplement window appears.

  2. Type a reason for the supplement request in the Request Supplement window (optional), and then click Request Supplement. These notes are passed to the insurance company. Request Supplement appears on the Estimate card.

Reference

Note: Not All Statuses described below are used in all workflows.

Status Description
Sent

Sent to the insurance company.

 
Not Sent

Estimate hasn't been shared with the insurance company by the shop.

 
Pending Review

Sent to insurance but locked pending review by the insurance company. A lock may appear on the Estimate card on the Job Overview page. Contact the insurance company to remove the lock. You can also send a message to the insurance company from the Messages tab to request to have an estimate unlocked.

 
Approved
  • The Estimate has been approved by the insurance company.
  •  
    		•
    Rejected
  • Estimate rejected. Contact the insurance company to determine if another estimate is required.
  •  
    		•

    Recommend Total Loss

     
  • The insurance company recommends total loss rather than an estimate.

    • Supplement Requested

     
  • The insurance company is requesting a Supplement to the estimate.
    		•
    Supplemented
  • The estimate includes a supplement.
  •  
    		•
    Marked Closed

    Claim closed by the insurance company. No need to take additional action.

     

    Pending MSO Review

     

    		 Draft estimate sent to the MSO reviewer and is pending review.

    Change Requested

     

    MSO reviewer requests changes from the shop by providing annotations.

    MSO Approve

     

    		 MSO reviewer approves the draft estimate.

    The Estimate card on the Job Overview page is locked under various conditions to help show current ownership status for MSO Workflows.

    This feature helps users be aware of the current estimate ownership status by locking the Estimate card.

    Estimate/Admin cards are locked or unlocked in the following instances:

    Scenario Card Status
    MSO Shop uploads an Estimate.

    Estimate and Admin cards are locked for the shop.

     
    MSO organization determines review is Needed.

    Estimate status: Pending MSO Review. Estimate and admin cards remain locked for the shop.

     
    MSO sends a change request task.

    Estimate and admin cards are unlocked for the shop.

    Note: If the workflow uses cross supplementation, the estimate is locked for insurance company staff user in their instance of Mitchell Connect.

     
    Annotations are accepted.

    The ownership remains with the shop until the estimate is sent.

     
    Annotations are rejected.

    The ownership remains with the shop until the estimate is sent. (Assumption: No changes to estimate; only reject reasons are added to estimate lines.)

     

    When MSO company approves the estimate and the estimate is automatically sent to the insurance company.

    Shop Estimate card in is locked.

    Note: If the workflow uses cross supplementation, the estimate is locked for staff users as well until it reaches WorkCenter.

     
    The estimate is uploaded to the insurance company and in review.

    Shop Estimate card in Mitchell Connect remains locked. Estimate is unlocked for the insurance company.

     

    The insurance company requests feedback with supplement assignment.

     

    		 The Estimate card is unlocked for the shop. Estimate remains locked for insurance company and MSO.

    Insurance company approves the estimate.

    Estimate is unlocked for everyone.

     
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