Flexible Invoice Recipients
Bill different parties: carriers, TPAs, attorneys, and more.
A common scenario: the carrier is State Farm, but the billing actually goes to DIS, a third party administrator that handles vendor payments. If you put State Farm on the invoice, the file sits in their AP department forever and you call to follow up. If you put DIS on the invoice with the right reference number, you get paid in 30 days.
Same problem with attorney files, public adjuster files, and direct insured engagements. Each one has a different bill-to entity, and getting that wrong is the most common reason appraisal invoices stall. Hard coding the carrier as the bill-to was never going to work for a real practice.
Anyone who works with TPAs benefits immediately. Anyone who does insured side or attorney work needs this. Saved recipients save the most time for appraisers who see the same TPA or firm repeatedly.
Invoice Recipient Types
| Type | Description |
|---|---|
| Carrier | The insurance company on the case |
| Insured | The policyholder directly |
| TPA | Third-party administrator (like DIS) |
| Attorney | The insured's legal representation |
| Public Adjuster | The public adjuster on the case |
| Other | Custom billing recipient |
Saving Recipients
Frequently-used billing entities can be saved to your directory for quick selection. Check "Save to directory" when adding a new recipient.