Admin

Use the Admin tab to enter information about the claim, coverage, owner, and inspector. The Owner and Inspection sections of the form can be expanded to show detailed contact information. The information entered on the Admin tab appears on the Total Loss Inspection Worksheet and Valuation Report. For more information, see the Reference section below.

Data Entry Tips

  • Required fields are marked with an asterisk (*).
  • Try using the TAB key to move from one field to the next.
  • Try using keyboard shortcuts (when applicable) for commands and buttons.
  • If you make an invalid entry, the field will turn red and you will be prompted to correct the entry.

 

To Enter Admin information

  1. Complete all required fields (*) on the Admin tab, and as many other fields as possible.
  2. For more information about each item, see the Admin Field Descriptions below.
  1. To continue with the next section of the worksheet, click the Vehicle tab.

Reference

ClosedField Descriptions

*  Indicates a required field.

Claim Information

 

Insurance Carrier *

Choose an insurance carrier from the list. This list shows the available insurance carrier(s) for the claim.

Claim-Suffix ID *

Enter the claim number and suffix ID associated with the vehicle loss.
Maximum Characters: 10

Admin Information

 

Coverage Type of Loss *

 

Choose the type of coverage from the list.
Options: Animal, Collision, Comprehensive, Fire, Hail, Liability, Mechanical Inspection, Other, Property, Single Interest, Theft, Unknown, Vandalism, Water/Flood/Submersion

Policy Number *

 

Enter the insurance policy number of the vehicle owner.
Maximum Characters: 40

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 UltraMate and WorkCenter Review. This change affects both the online and offline products. Beyond improved consistency, this change allows this field to be populated for UltraMate data files in the offline product or from Review for the online product.

Loss Date *

Enter the date the damage occurred, or click the Calendar button and select the date.
Format: 99/99/9999
Valid Range: Within the past 12 months

Settlement Offer Date

Enter the date the settlement offer was made, or click the Calendar button and select the date.
Format: 99/99/9999.

Reported Date

Enter the date the damage was reported, or click the Calendar button and select the date.
Format: 99/99/9999
Valid Range: Within the past 12 months

Owner

 

Insured/Claimant *

Select the option that correctly identifies the owner as either the insured or claimant.

First Name *

Enter the first name of the vehicle owner.
Maximum Characters: 50

Last Name *

Enter the last name of the vehicle owner.
Maximum Characters: 50

Address Line 1

Enter the street address of the vehicle owner. The second line may be used if the address includes a building name, or is longer than forty characters.
Maximum Characters: 40

Address Line 2

Enter additional street address information, if necessary.
Maximum Characters: 40

City

Enter the city where the owner resides.
Maximum Characters: 30

State/Province

Select the state or province where the owner resides.

Zip/Postal Code

Enter the ZIP or postal code where the owner resides. Maximum Characters: 9
Format: 99999-9999

Note: Entering the Zip/Postal Code here also populates the Zip/Postal Code field in the Vehicle Location area of the Vehicle ID tab.

Lien Holder

 

Enter the name of the party who holds a registered lien on the vehicle, if applicable.
Maximum Characters: 50 

Home Phone

Enter the home phone number of the owner.
Maximum Characters: 10
Format: (999)999-9999

Work Phone

Enter the work phone number of the owner.
Maximum Characters: 10
Format: (999)999-9999

Alternate Phone

Enter an alternate phone number where owner can be reached.
Maximum Characters: 10
Format: (999)999-9999

Fax

Enter the fax number of the owner.
Maximum Characters: 10
Format: (999)999-9999 

E-mail

Enter the e-mail address of the owner.
Maximum Characters: 50 

Contact Pref

 

Select the method of contact preferred by the owner.
Options: E-mail, Home Phone, Work Phone, Alternate Phone, Fax

Inspection

 

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 phone number of the vehicle inspector.
Format: (999)999-9999

Ext

Enter the extension of the phone number, if applicable.

Inspection Date

Enter the date of the vehicle inspection, or click the Calendar and select the date.
Format: 99/99/9999

Location Name

Name of the location where the inspection took place

Address Line 1

Address where the inspection took place

Address Line 2

Additional address information, if applicable

City

City where the inspection took place

Location Phone

 

Phone number at the inspection site

State/Province

From the list, choose the State or Province where the inspection took place

Zip/Postal Code

The Zip or Postal code where the inspection took place

* Indicates a required field.

 

ClosedCommand Buttons

Click Details to show or hide additional information.

 

 

See also

Vehicle

Inspection Worksheet