Get more done with AwardLettr
Workflows, best practices, and reference for the appraisers using AwardLettr to run their case load.
Start by role
Where do I find X?Quick start
Quick Start: Carrier Appraiser
A fast path from signup to sent message for appraisers who represent insurance carriers.
- 1How to set your default representing party so every new file starts right
- 2Where Business Profile lives and why invoices break without it
- 3How to connect email so messages go out as you, not from AwardLettr
- 4How to create your first appraisal and invite the insured appraiser to book
- 5How to send your first message from inside a file
Quick start
Quick Start: Insured Appraiser
A setup path for appraisers who represent policyholders, including how to handle DOAs you receive from the opposing side.
- 1How insured-side workflow differs from carrier-side (you receive more than you originate)
- 2How to set your default to insured so party fields auto-fill correctly
- 3How to create a pre-appraisal file before invocation is finalized
- 4Where to upload a DOA you received from the opposing appraiser
- 5The current workaround for countersigning an externally-originated DOA
Quick start
Quick Start: Umpire
What to do when you are selected as umpire on an appraisal, from selection through signing the panel declaration.
- 1What the umpire path looks like end to end
- 2How to read an umpire brief when you receive one
- 3How umpire inspections get scheduled
- 4What to do when you reach an award and need to sign the panel declaration
Browse all docs
01 · Begin hereGet Started
Land on day one with a 5-minute setup, role-based quick starts, and a map of where everything lives.
12 articles
02 · Work the fileYour Cases
Move appraisals from intake to close: parties, status, custom fields, stakeholders, notes, and the trash bucket.
12 articles
03 · Get on-siteSchedule Inspections
Smart scheduling, availability zones, travel-time logic, multi-inspector flows, and the public booking page.
11 articles
04 · Close the lossAwards & Negotiations
Award items, RCV/ACV/depreciation, review flow, umpire selection, panel declaration, and e-signatures.
25 articles
05 · Generate the paperReports & Documents
Carbone templates, AI-enhanced report writing, name presets, folder templates, report primitives, and the PDF→ESX pipeline.
21 articles
06 · Get paidTime & Billing
Track time and miles, customize rate sheets and business profiles, bill TPAs and carriers, push invoices to QuickBooks or Xero.
14 articles
07 · Set it on railsWorkflow Automation
Workflow templates, status-update cadence, tag actions, message tokens, snippets, and tag-triggered webhooks.
10 articles
08 · Plug inIntegrations & Apps
Email (Gmail/Outlook/Yahoo), calendars, CompanyCam photos, Drive/Dropbox/OneDrive backups, SignWell and Dropbox Sign.
19 articles
09 · Bring your teamTeam, Directory & Permissions
Manage your directory (appraisers, carriers, adjusters, umpires), invite staff and VAs, set permissions, and switch workspaces.
11 articles
10 · Stay safe, get unstuckSecurity & Troubleshooting
MFA and backup codes, data export, OAuth security, your AwardLettr subscription, and how to recover when something goes wrong.
9 articles