Enter insurance information

1. If you are creating a job that was not an assignment from an insurance company, select the Enable send to Insurance check box.
2. Enter the name of the company handling the claim in the Insurance Company field.
3. Enter the Claim Number.
4. Type the Policy Number.
5. In the Adjuster section, type the first name and last name of the adjuster in the appropriate fields. Enter the email address,phone number, extension, and phone type for the adjuster in the appropriate fields.
   

Note: Phone numbers appear on the estimate printout in the standard (xxx) xxx-xxxx format.

6. In the Loss section, select the Type of Loss from the list.
7. Click the calendar icon to set the Date of Loss and the Date Reported.
8. Type the Loss Description.
9. In the Payer section, select a payer type: Customer, Insurance, Body Shop or No Payer.
10. In the Deductible & Adjustments section, select a deductible status: Waived, Not Waived, Unknown, or None.
11. Type the Deductible Amount.
    

    Note: You can make changes to the Deductible Status and Deductible Amount as you work on the estimate. If you make changes on the insurance page, assignment updates made by the insurance company will not overwrite your changes on the Job Overview page. However, claim updates made by the insurance company will overwrite your changes in Mitchell Connect.

    

12. Type the Deductible Credit, if any.
13. Type the Amount Prepaid by Insurance, if any.
14. If applicable, select the check box for Apply Betterment Credit.
15. If available and applicable, select the estimate classification in the Classification list (see Select or Modify Estimate Classification for Reporting for more information).

1. Select the Country from the list if not automatically populated.
2. Click the calendar icon to set the Inspection Date on the calendar.
3. Type the Inspection Site name, address information, and phone number in the appropriate fields.

Note: You can also view or modify Insurance information from the Estimate Editor.

4. In the Repair Facility section, either Import Contact information (Inspection Site Address or Import from Contacts) or manually type the company name, name, address information, license number, email, phone number(s), and any additional comments.

1. Select the PST Exemption type from the list: Not Exempt, Parts Only, Labor Only, All.
2. Type the PST% and the PST Registration Number.
3. Type the GST % and the GST Registration Number.

1. Select the Apply ATS (Alternative Transportation Service) check box to calculate ATS allowance amount reimbursement.

   Note: Specific rates are applied in the Estimate Profile by insurance company partners using WorkCenter.

2. Click Done to complete creation of the new job.

Use the copy feature to copy inspection site information fields to repair facility fields. This feature saves time if the inspection site is the same as the repair facility.

Note: This feature is only available for users with Repair Facility enabled by the insurance company.

1. Do one of the following:

   • For an existing job: Click the Insurance card on the Job Overview page.

   • For a job: Complete the contact and vehicle information until you reach the insurance page.

2. Ensure inspection site information is completed.

3. Select Copy Inspection Site Address from the Import Contact list.

   

All information filled out in the Inspection Details section is copied over to the Repair Facility section.

All information from the Address Book is imported into the Repair Facility section.