Step 1: Claim Information

The first step in the process of requesting a new valuation is to complete the Claim Information section of the worksheet. The worksheet is divided into sections that represent each category of information that is needed to process the request.

How to

  1. In the Claim Information section, enter the Claim-Suffix ID for the new valuation request.

    Note: Depending on your company profile, you may see on-screen guidelines for creating a Claim-Suffix format specific to your company.

  2. If you are prompted that the Claim-Suffix-ID already exists, click Claim Found and do one of the following:

  • Select the Go to existing Claim Suffix option, and then select the Claim-Suffix you want to use.

  • Select Create Claim-Suffix, and then enter a new suffix ID.

  1. Click Continue to return to the Valuation Request.

Reference

* Indicates a required field.

Claim-Suffix ID *

In the text boxes, enter the Claim # and the Suffix ID of the claim associated with the new valuation request. The two fields are separated by a hyphen.

The part of the Claim-Suffix ID after the hyphen is referred to as the "suffix."  A different suffix can be used to identify each party in the claim, and to separate different types of damage. For example, the first party to the claim may be assigned the "01" suffix, the second party assigned the "02" suffix, and so on. Bodily injuries and property damage would be assigned different suffixes.  

Note: Depending on your company profile, you may see on-screen guidelines for creating a Claim-Suffix format specific to your company.


Cancel
Click to cancel any changes entered and close the worksheet without saving the request.

Save & Continue
Click to save the information you have entered and proceed to Step 2.