File Note
Default Calendar
New Mail
Claim Activity
Bill Research / Fianacial's
100

 Generated by the Bot that is reviewing and to update manually 

What is File Note > Police Report 

100

Task sort is super high.

What is CR?

100

Review and label photos

What is New Mail > Vehicle Photos 

100

(IAA or Copart) generated a vehicle release issue

What is Claim Activity > Vehicle Release Issue 

100

File ready to be closed or reassigned to SUB

What is SDMU Task?

200

Call the vendor and obtain Federal Tax ID number (TIN) or Social Security Number (SSN)

What is File Note from CSA 

200

If claim was sent to subrogation but CO has not been reassigned.

What is Default Calendar > NCR 

200

Letter of Representation

What is New Mail Attorney Package / LOR

200

Contains matching claim information for claims submitted by other member companies

What is Claim Activity > ISO 

200

Bill received from replacement vehicle vendor  

What is Rental Bill Research?

300

Generated by Estimatics review team on Estimate Assist Claims that need additional claim handling.

What is File Note > Estimate Assist 

300

Task Description should not be adjusted.

What is CR?

300

Supplement received by New Mail

What is New Mail > Vehicle Estimate 

300

Excess rental request received by ERAC or Hertz

What is Claim Activity > Rental Reservation 

300

Diminished value

What is Bill Research > Financials

400

Returned police report request indicates a release is needed

What is File Note from CSA – Returned Police Report 

400

Low 56 days

What is Default Calendar > NCR 

400

Unpaid medical bills

What is New Mail > PIP/MPC 

400

Provides matching information on State Farm open claims and claims closed within the last 5 years

What is Claim Activity > AMR 

400

If a medical bill research task is received on a claim where there is no MPC coverage

What is Medical Bill Research?

500

When claim was sent to Sub and 180 days have passed from initial 400 payment, refunding the insured deductible may be required.

What is File Note from Subrogation Services -Expired NY Reg 64 

500

File note - Phone message

What is Default Calendar > CR 

500

CA Adjustment Addendum

What is New Mail > Vehicle Estimate > call customer send FC0016792.

500

This may require the shop to physically inspect the vehicle to determine the VIN.

What is Claim Activity > Correct Invalid VIN 

500

Voided EFT payment

What is Bill Research > Financials 

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