Opening your Claim
Congratulations, you have just created your first Simsol claim file! Now you are ready to dive in to your claim and start building your estimates, writing reports, drawing diagrams, importing digital photos, and much more. To get started, you can either double click the claim we’ve just created in the Claims Grid or click the 'Show Highlighted Claim File' button found on the left side of the main screen.
(Show Highlighted Claim File - Claims Grid)
The Claim Enclosures Tree
You are now inside the HO-1234 file. You will notice the many different components of your claim listed on the left side of the screen. This panel is called the Claim Enclosures Tree. The Claim Enclosures Tree has 12 main components, these components will expand or change depending on information added.
(Loss Information Screen)
The 12 major components of the Claim Enclosures Tree are:
This main section will be where you can edit or enter loss information like the policy holder's name, coverage information, activities, invoices/billing schedules, and more.
Building Estimate, Appurtenant Structure (A.P.S. Estimate), and Contents Estimate Sections
These section has three main parts:
- Building or A.P.S. Estimate / Contents Inventory - Contains the parts of the set up of your estimate. In this section you can apply a coverage, change the database / location factors for your estimate, apply depreciation, apply a Building Valuation, edit cover page notes and more.
- Scope of Damage / Inventory of Items - This is where you'll create areas, add line items, and more advanced features like Importing Contents Excels and Global Mode
- Total Page / Inventory Summary- This is where you can apply Sales Tax, edit Overhead/Profit, Salvage, Protection Items, as well as the Statement of Loss
A.L.E. Estimate (Additional Living Expense Estimate)
This section is where you can account for living expenses while the policyholder is unable to live in their primary residence.
SQFT Valuation or the I2V
Simsol's Valuation Module was developed for adjusters and appraisers to quickly determine replacement costs for residential and commercial structures. Valuation appraisals can be created in just a few short minutes. You can enter just a minimum amount of information about a structure (i.e. Type, Size and Location) and obtain a quick calculation or enter specific information concerning the various components, additions and built-in items that make up a structure for a very detailed valuation printout. Simsol has designed the system to calculate the costs of most structures with only a minimum of building information such as type of building, size of building and location of building. Of course, the more that is known about a specific structure, the better the system can calculate the approximate square foot value of the building. Learn how to create a SQFT Valuation here: How to Create a Square Foot Valuation
The Reporter module enables you to compose and print all types of written reports, letters and messages for use in the documentation of claim files. The Reporter module contains many advanced word-processing tools including word-wrap and spell-check. Reports, letters and other claim-related documents are stored with the file and can be reviewed, printed, faxed or e-mailed at any time. The system contains data-merge capabilities that let you take a claim’s data and automatically insert it into your documents. The Reporter may be used to create letters and reports that are attached to the electronic claim file. All reports created for a claim file are displayed as Listings under the Reports component heading in the Enclosures Tree on the main screen of the system. To access any existing report or letter, you'll simply click the Report Title on the Enclosures tree. Documents created by the Reporter may be written on the fly or imported from stored Template Reports. The user creates template reports for use in multiple files. Documents may be created using text entered by the user in addition to Merge Fields of data pulled into the document from the actual file.
The Simsol's Form Module generates completed professional insurance industry forms in seconds. Insurance industry forms can be as simple as a Proof of Loss or as comprehensive and data-intensive as a P.I.L.R. Report or National Flood Preliminary Report. Simsol's Form tool can handle them all. This module enables adjusters to see, at-a-glance, what fields are missing on any form generated by the system. Simsol's unique method of displaying any insurance form on-screen in addition to a complete listing of all the form’s completed and uncompleted fields lets you see what fields have been completed and what fields are missing on a form before the form in printed or electronically submitted by Simsol. Each time a form is selected for editing and printing, the form’s name appears in a list under the forms component heading in the system’s Claim Enclosures Tree for the current claim file. You may return to the form at any time for editing or updating purposes.
Simsol's Sketches/Diagrams is a powerful drawing tool for our both adjusters & contractors. The drawing component enables you to create, store and retrieve computer-aided diagrams and drawings. The drawing component comes complete with a comprehensive group of drawing tools which may be used to construct simple exterior diagrams or more sophisticated interior drawings.
The Digital Photos system is the digital imaging module of the system. The system enables you to take photographs of a loss using your preferred camera and store those images within a claim file. The system also allows you to enter comments and remarks about any image and stores the comments with the claim file. Images and their information may be placed on photo sheets, printed, viewed or electronically transmitted to any location.
Attaching documents to a claim allows you to consolidate all of your relating documents and files to your claim for organizational purposes. Attached documents can be any kind of accompanying file such as PDF, video, audio, Excel or PowerPoint documents Keep in mind, only PDF documents can be printed with the rest of your Simsol Claim File.
Claim Notebooks are electronic "scratchpads" where you can enter miscellaneous claim and loss information not contained in any of the other system modules.
You may create as many different Notebooks as needed for any claim file. All information entered into a claim notebook becomes part of the electronic claim file and can be printed at any time. Any notes or comments entered in a claim notebook appear only in the notebook where they were entered and nowhere else in the system.