Rejecting (Manually Closing) Estimates

Rejecting and Manually Closing both close the assignment and remove it from the desk reviewer's work queue. However, they are designed to be used in different situations.

A desk reviewer may want to Reject an estimate for any of the following reasons:

  • The vehicle is not covered by the insured party's policy coverage.
  • The damage is unrelated to the accident or loss incident.
  • The claim has been determined to be fraudulent.

A desk reviewer may want to Manually Close an estimate for any of the following reasons:

  • The estimate is a duplicate.
  • An appraiser has recommended the vehicle as a Total Loss, so the estimate cannot be approved for payment.
  • The appraiser has arrived on site, but the car is not available or the customer has changed his/her mind. An estimate won't be created, but the appraiser did work which should be tracked.

You can also manually close assignments from the Integrated Work View.

ClosedTo reject an estimate

  1. Open the estimate (see Viewing Assigned Estimates or Viewing Unassigned Estimates) and on the Actions List, select Reject.
  2. Click Go.

ClosedTo manually close an estimate during review

  1. Open the estimate (see Viewing Assigned Estimates or Viewing Unassigned Estimates) and on the Actions List, select Manual Close.
  2. Click Go.

ClosedTo manually close several estimates

  1. Select the check boxes for the estimates you want to close.
  2. Click Manual Close.

See also

Main Window Components

Workspace Components

Sorting the Work Queue

Filtering the Work Queue

Searching for Estimates

E-mail Notification of Status Change