Siebel Insurance Guide > Managing Claims >

Adding an Appraisal (End User)


End users use the Appraisals view to record a property's insurable value, or the amount of a loss.

A row in the view shows the total estimation value for all adjusters. End users can click the Check Reserves button to compare the total estimation value with the total reserve amount set for the claim. (The INS Reserve Estimation Check business service is invoked.)

If the reserve value is less than the total estimation value for all adjusters, Siebel Insurance notifies the end user that the reserve value must be adjusted.

This task is a step in Process of Managing Claims.

To add an appraisal

  1. Navigate to the Claims screen.
  2. In the Claims list, drill down on a claim.
  3. Click the Reports/Documents, then the Appraisals view tab.
  4. In the Appraisals form, add a record, and complete the necessary fields.
    Some fields are described in the following table.
    Field
    Comments

    Type

    The type of appraisal. Values include: Automobile, Home, RV.

    Property Appraised

    The property being appraised.

    Amount

    The amount of the appraisal.

    Appraiser Type

    The type of appraiser: Adjuster or Body Shop.

    Appraiser Name

    An employee chosen from a Select Appraiser applet.

    Service Region

    The service region applicable to the appraiser. This field is automatically prefilled when the appraiser name is selected.

  5. Click Check Reserves to check that the total estimates do not exceed the available reserves.
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