Processing Supplements

After committing and uploading your estimate, you may receive a supplement from either your shop or the insurance company. The procedure for creating and uploading the supplement is the same as the procedure for creating and uploading the original estimate.

When the insurance company initiates a supplement, you will receive an assignment email with a new assignment. On the Assignment Details page, the assignment type is a supplement.

How to

  1. Open the estimate in your estimating program.
  2. Make the necessary changes to the estimate.
  3. Calculate the estimate.
  4. Save the estimate.
  5. (Optional) If you are using Compliance Utility, the estimate review results appear. Review the results, and then revise the estimate to comply.
  6. Commit the estimate.
  • If the estimate needs to be revised to comply with the Compliance Utility results, you will receive an assignment email to create another supplement.
  • "Uploading" and complete the procedures to upload a committed estimate, estimate PDFs, photos, and other documents.