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Table of Contents
TABLE OF CONTENTS ........................................................................................................................................... 2
GETTING STARTED............................................................................................................................................... 3
HOW TO ADD NOTIFICATIONS ............................................................................................................................. 4
CREATING CLAIM FILES ........................................................................................................................................ 5
SYNCHRONIZING AND ACQUIRING OWNERSHIP ................................................................................................... 5
WORKING WITH TEMPORARY CLAIMS .................................................................................................................. 7
NAVIGATING THE CLAIM...................................................................................................................................... 7
DIAGRAMS .......................................................................................................................................................... 8
DRAWING A FLOORPLAN ..................................................................................................................................... 8
LINE ITEMS........................................................................................................................................................11
ADDING ITEMS ..................................................................................................................................................11
WRAPPING UP ..................................................................................................................................................13
Getting Started
Symbility Mobile Claims is a revolutionary property claims processing technology that does what no other
property loss claims estimating system has ever done before: it allows estimators to create, analyze, edit,
review, transmit and receive complete property loss estimates anytime, anywhere. Below you will find a
collection of resources necessary to getting started with Symbility. They have been designed to give you
a high level introduction and get you started as soon as possible.
2.
3.
Click on Test before saving each method to send a test message to that particular device.
It is
recommended that each User test each Notification Method to ensure messages are successfully
received
4.
5.
C
lick on Save after inputting each
Notification Method, its message
destination and any relevant comments
In the Notification Subscription panel
select
the
events
for
which
An insurance company using Symbility electronically assigns a new claim to your company, if you
are a contractor or independent adjuster (note that not all users within your company may
automatically become involved in the claim). Your company must be on the insurance company's
Vendor list for them to select you for assignment.
Another contractor or independent adjuster adds your company as a peer to the claim if they
want you to collaborate on the claim (if you are a contractor or independent adjuster). Your
company must be on the other company's Peer list for them to select you for assignment.
You create a new claim file yourself for an insurance company that is not using Symbility(if you
are a contractor or independent adjuster)
When working for an insurance company using Symbility, you will be automatically notified when you've
been assigned a new claim (as long as you've set up your notifications). All of the administrative
information and claim parameters will have been entered already, all you have to do is acquire the claim
and create an estimate (see below).
In order to familiarize yourself with Symbility, we recommend you create
a test claim. This test claim file will become a part of your Symbility claim
list and can be shared amongst all users in your company. From the
Symbility Claims Connect Home page, click on the link Create a New
Claim located in the Commands panel. A new (blank) claim file will be
created and you will see the Administration page. There are 5 sections
of the Loss Summary page which can be filled out, although only these fields are mandatory: Claim No.,
Policy No., Date of Loss, and Insured's First/Last name. Click the Save button when complete.
You can also create a new claim file from within Symbility Mobile Claims using the Create Claim under the
Home ribbon.
NOTE: If you are still a trial member and haven't entered your credit card information, you won't be able
to create new claim files or exchange claims data between Symbility Claims Connect and Symbility Mobile
Claims. You also will not be able to transmit the information to other Symbility users. In this case you can
skip the next section and proceed directly to Working with Temporary Claims.
The User
may then begin working on the claim. If the User wishes to decline a claim, Decline this Claim Assignment may
be selected and the User may indicate a reason for the declination. The assigned Company will no longer
be a participant in that claim.
The fees for the claim are assumed by the Users Company once the claim assignment is accepted.
The first user from a company that acquires ownership of a claim is given editing rights to all existing
pages in the claim that were created by that company (diagrams, estimates, forms, photos, handwritten
notes). The second user from the same company to acquire ownership would be able to view all the claim
pages, but may only add new pages, not edit the existing pages. They may also acquire ownership of
claim pages that the first user has released.
Note: Once you have finished synchronizing you no longer require an internet connection.
1.
2.
Once you log in you will see the Claim List, which will be blank initially. Click
the Synchronize button.
The icon of this new claim file is a grey folder ( ), which indicates that no information about the claim
has been downloaded to your device (except the basic details you see in the Claim List). When you select
the new claim file in the list you are able to use these two buttons:
Acquire Ownership
: This will download the claim to your device and also make you the "owner" of
the claim. As the owner you can make changes to the claim, all other users can view the claim only.
Download Copy
: This will download the claim to your device, but not make you the owner of it.
Ownership can still be acquired by any other user.
Clicking the Acquire Ownership button changes the appearance of the Synchronize button to indicate there's
a pending action that will be executed next time you synchronize.
To begin working with this claim file, double-click it to open it.
the
By
and
can
and
Creating floor plans, roof plans or exterior plan diagrams are pivotal to creating an estimate. The User can
create three different types of diagrams: Floor plans for interior estimating, Roof plans for estimating roof
damage and Exterior plans for the external areas of a building. Each type of diagram has unique features
specific to the requirements of drawing or estimating in those areas, but the basic behavior of all
diagrams is the same.
Diagrams
A diagram is an important part of your estimates. It is
here where the majority of your time in Symbility Mobile
Claims is actually spent, graphically recording all the
details of any structures that have incurred damage. All
dimensional data gathered is used to automatically
calculate the quantities of the items that you add to
complete the estimate. All floorplan drawing is done
using your pointing device. Here are the basics of drawing a floor plan.
Drawing a Floorplan
1.
2.
3.
Once the room is drawn, it can be repositioned (by dragging and dropping it)
and resized.
Once the room is named you can define additional details like doors, windows, openings, cabinets,
missing walls, etc.
If you have a Disto laser range finder you can measure all dimensions of a room, doors, windows, etc. in a
fraction of the time. The Disto instantly sends any captured dimension directly into the software via
Bluetooth.
The Ribbon Toolbar provides a set of tools to help the user navigate around the diagrams. The ribbons
and tools available will vary depending on what type of diagram (floor plan, roof plan or exterior) is
currently open and what object the user currently has selected.
Creating floor plans, roof plans or exterior plan diagrams are pivotal to creating an estimate. The User can
create three different types of diagrams: Floor plans for interior estimating, Roof plans for estimating roof
damage and Exterior plans for the external areas of a building. Each type of diagram has unique features
specific to the requirements of drawing or estimating in those areas, but the basic behavior of all
diagrams is the same.
The tools to build a diagram are located in the
Shapes (Rooms/Roofs/Shapes) section of the
Home ribbon.
Tool name
Descriptions
Rectangular Room
L-Shapes Room
T-Shaped Room
Bay window
Alcove
Basic Staircase
Staircase and
Landing
combined as subrooms
Freeform
General Items
Tool name
Descriptions
Rename
Group Rooms
all grouped rooms, yet still wants the flexibility of individually itemizing each
room, if necessary.
joined as subrooms moving any one of the rooms will move the other
rooms. Additionally items applied to any of the rooms will be applied to all.
Save as Shape
Allows the user to save the selected room(s) and objects to Rooms so they
can be redrawn with a single click at a later time.
Mirror
Flip
Rotate
Delete
Block
View Floorplan
View Wall
Editor
View Ceiling
Editor
View Stair
Editor
modified here.
The View Ceiling Editor button opens the selected room in the Ceiling
Editor, allowing the User to alter ceiling properties such as height and
ceiling type.
The View Stair Editor button opens the selected staircase in the Stair
Editor. The User may modify Staircase Properties such as number of risers
and ceiling
The Vertex Mode tool may be toggled on to edit a rooms vertices.
Vertex Mode
The
vertex handles will change from squares to circles to indicate the tool is
active.
Line Items
Once a diagram is drawn and all measurements captured, Symbility Mobile Claims has all the information
it requires to calculate the quantities for line items. To add items to the current Active Estimate (the
Active Estimate is always displayed in the middle of the footer bar it's also a hyperlink shortcut to
view the estimate. You can drag items from the database and drop them onto the appropriate surfaces
of the room in the floor plan.
Adding Items
1.
2.
3.
4.
In most cases all you need to do is drop the item into the center of the room,
but if you want to specifically target a surface or if the item has no default
surfaces supplied for it, the following dropspots can be used:
1. The area within the green lines activates the default surfaces for the item, which may be all the walls,
the ceiling, all doors, etc.
2. Drop the item directly on a wall to apply it just to that wall. The symbol W is shown.
3. Drop the item onto a corner handle to apply it to all walls. The symbol AW is shown.
4. Drop the item onto a window to apply it to just that specific window. The symbol Wd is shown.
5. Drop the item onto a door to apply it to just that specific door. The symbol Dr is shown.
6. Drop the item onto the top half of the room to apply it to the room's ceiling. This can only be done
if the item doesn't have any default surfaces specified. The symbol C is shown.
7. Drop the item onto the bottom half of the room to apply it to the room's floor. This can only be
done if the item doesn't have any default surfaces specified. The symbol F is shown.
8. If you drop the item onto any blank area outside a room, the item is applied to all surfaces of the
entire floor plan of the type specified as a default. For example, dropping the item "Walls - Clean"
which has AW defined as a default, will apply the item to all walls in the entire floor plan.
Beginners may find the Browse by Picture feature especially useful for
getting to know the layout of the pricing database. (The system will
default to MSB database). Remember that you can also search by
keyword anytime.
Because square footage for ceilings and floors are not always
the same, the User may select either the floor or ceiling surface area
when dragging an item onto a floor plan. For each highlighted room, a
C and F are visible, representing the surface area of the Ceiling or Floor.
The User may drag the item to the C or F to apply the item to the
appropriate surface. Items with default surface context, e.g., floor items are applied to floor surfaces, by
default, will be applied to the default surface if C or F is not selected.
Wrapping Up
Now you have explored the basics of building estimates, take a moment to review the Synchronizing and
Acquiring Ownership section. Try releasing ownership of the claim and uploading its contents to
Symbility Claims Connect. Once uploaded, take a look at the claim in Symbility Claims Connect.
This document was designed to give you a brief introduction to the system. To learn more about the
Symbility product suite, contact the Symbility training team at training@symbilitysolutions.com.
And above all we would like to thank you for choosing Symbility as your estimating software.