Admin Information

The Admin Information section of the Valuation Request Worksheet provides information about the claim, the parties involved and their contact information, and the vehicle inspection. Because valuation data changes from month-to-month, any change to the Loss Date field makes it necessary to re-configure the vehicle information.

Reference

Field Descriptions

General Information

Field	Description
Coverage Type of Loss *	Select the type of loss (e.g., collision or fire) from the list.
Source	Select a source to indicate how a valuation submission is sent to Mitchell, e.g., Phone, Fax, Online. Additional charges apply for valuation requests by Phone or Fax.
Policy Number *	Enter the policy number.
Insurer *	Select an insurer from the list or select N/A (not applicable).
Deductible *	Enter the deductible associated with the policy if known. Indicate the status of the deductible from the deductible options list. Available Options Not Waived (default) Waived Unknown None The Deductible field changes to include an options list that has the same choices as Mitchell Cloud Estimating and WorkCenter Review. This change affects both the online and offline products. Beyond improved consistency, this change allows this field to be populated for Mitchell Cloud Estimating data files in the offline product or from Review for the online product.
Loss Date *	Enter the date the loss occurred, or click the Calendar and select the date. Format: mm/dd/yyyy
Settlement Offer Date	Enter the date the settlement offer was made, or click the Calendar and select the date.
Reported Date	Enter the date the loss was reported, or click the Calendar and select the date. Format: mm/dd/yyyy
Type of Request	Select a request type (Standard or Settlement Only) from the option list. There are some occasions where the features of the Settlement Summary are desired, but it is not necessary to request an actual valuation. Some examples of this are if only non-valuation reports are being run, such as Vehicle License Fee, or if the broader WorkCenter workflow is used without needing a valuation. On the valuation request page (Admin Information), you can choose ‘Settlement Only’ as your Type of Request. When this option is chosen, unnecessary fields are minimized and non-valuation reports can be requested. The result is a Settlement Summary that has all the normal functionality, including tasks and settlement actions. The ‘Settlement Only’ option is supported for specialty and standard valuation requests.

*Indicates a required field.

Contact Information

Field	Description
Insured	Select this option to mark the insured as the point of contact for the vehicle. Your selection appears in the Work Queue under the Contact column.
Claimant	Select this option to mark the claimant as the point of contact for the vehicle. Your selection appears in the Work Queue under the Contact column.
Owner	Select this option to mark the Owner as the point of contact for the vehicle. Your selection appears in the Work Queue under the Contact column.
First Name*	Enter the first name of the vehicle owner.
Last Name*	Enter the last name of the vehicle owner.
Address Line 1	Enter the street address of the vehicle owner.
Address Line 2	Use this field if more room is needed to enter the full street address.
City	Enter the city where the vehicle owner resides.
State/Province	Select the state or province where the vehicle owner resides.
Zip/Postal Code	Enter the ZIP or postal code of the vehicle owner.
Work Phone	Enter the area code and telephone number of the vehicle owner's place of employment. Format: (999) 999-9999, (999)999-9999, 999-999-9999 or 99999999999
ext	If applicable, enter the extension.
Home Phone	Enter the area code and telephone number of the vehicle owner's home. Format: (same as Work Phone)
Alternate Phone	If applicable, enter the area code and telephone number of the vehicle owner's alternate phone. Format: (same as Work Phone)
ext	If applicable, enter the extension.
E-mail	Enter the e-mail address of the vehicle owner.
Fax	Enter the area code and fax number of the vehicle owner. Format: (same as Work Phone)
Contact Preference	Select the contact method preferred by the vehicle owner from the following: Work Phone, Home Phone, Alternate Phone, Fax, E-mail
Lien Holder	If applicable, enter the name of the party who holds the lien on the vehicle.
Leased Company	If applicable, enter the name of the company leasing the vehicle.
1st Party/3rd Party	Select 1st/3rd Party as applies to the claim.

*Indicates a required field.

Inspection Information

Field	Description
Inspector First Name *	Enter the first name of the vehicle inspector.
Inspector Last Name *	Enter the last name of the vehicle inspector.
Inspector Phone	Enter the area code and telephone number of the vehicle inspector. Format: (same as Work Phone)
ext	If applicable, enter the extension.
Inspection Date	Enter the date the vehicle inspection took place, or click the Calendar and select the date.
Location Name	Enter the name of the facility where the vehicle inspection occurred.
Address Line 1	Enter the address of the facility where the vehicle inspection occurred.
Address Line 2	Use this field if more room is needed to enter the full street address of the vehicle inspection location.
City	Enter the city where the vehicle inspection occurred.
State/Province	Select the state or province where the vehicle inspection occurred.
Zip/Postal Code	Enter the ZIP or postal code of the facility where the vehicle inspection occurred.
Location Phone	Enter the area code and phone number of the inspection facility. Format: (same as Work Phone)

*Indicates a required field.

Command Buttons

Live Agent	Connects you to a live agent for support with total loss valuations.
Submit for Review	Sends the completed Valuation Request to the reviewer for review.
Save	Click to save the worksheet.
Delete	Click to delete the worksheet.
Edit Admin & Vehicle Info	Click to make changes to the Admin Information or Vehicle ID sections of the worksheet.
Save & Continue	Saves the information you have entered and continues on to the next step.

Section Controls

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