Creating a New Appraisal

Every appraisal you handle has the same anatomy. An insured, a claim, a carrier, a property, two appraisers, sometimes an umpire. The new-appraisal form is the place where you tell AwardLettr who is who on this case so it can route the right communications and fill in the right document fields automatically.

Cases you set up well at intake run themselves later. Cases you set up sloppily have you fixing party names on documents and chasing missing contact info two weeks into negotiations. The difference is a couple extra minutes at the start.

This guide goes deeper than the quick-start version. Read it once you have created a few appraisals and want to understand every field, not just the required ones.

Creating an appraisal captures all the essential information about a property damage dispute case. This guide covers all the fields and options available.

Required Information

• Representing Party - Are you the carrier or insured appraiser?
• Insured Name - The policyholder's name
• Claim Number - The insurance claim identifier
• Carrier - The insurance company
• Property Address - The loss location

Optional Information

• Policy Number - The insurance policy identifier
• Date of Loss - When the damage occurred
• Date Received - When you received the assignment
• Adjuster - The claims adjuster on the case
• Opposing Appraiser - The other party's appraiser
• Insured Contact Info - Email and phone for the policyholder

Creating from the Appraisals Page