Assigning Profiles to Carriers

You generate an invoice for an Allstate file and accidentally pick your "Direct Insured Work" profile, the one with the higher rate. The invoice goes out, Allstate bounces it back, now you look unprofessional and you have to apologize and reissue. Or worse, the file is one where you should have used the higher rate profile and you defaulted to the lower one, leaving money on the table without noticing.

Assigning the right business profile to each carrier in your directory means the system makes that choice for you. No human in the loop, no chance of grabbing the wrong rate sheet because you were in a hurry on a Friday afternoon. The invoice that goes out is the one that should have gone out.

Useful for any appraiser running more than one business profile. The more carriers you work with regularly, the more this pays off.

How to Assign

Benefits

• Correct branding automatically applied
• Proper rate sheet used for invoices
• Less manual selection required
• Consistent documentation across cases