Creating an IA Assignment

Note: LYNX Services offers several service channels and the buttons available on the Assignment tab represent the services and assignments your company selected as part of their Insurance Carrier Configuration. The Help file addresses all available service channels and may include information and buttons not available on your screen.

Complete the following steps to send an IA Assignment to LYNX Services:

1. From the Assignment tab, click IA Estimate Review. The Claim Info screen displays something like this .
   
   Note that all required fields are indicated by an astericks.
   
   Claim Assigned by defaults to your name and the Assigner Relation to Insured field defaults to Carrier Representative.
   
   Note: For LYNX Employees, select the carrier representative's name from the Claim Assigned by drop-down list.

2. Enter the Claim Number. The system checks to ensure the number is formatted correctly. If the formatting is incorrect, you see a message indicating the proper formatting.

3. Enter the Loss Date. Type in mm/dd/yy. This cannot be a future date.

4. Select from the drop-down list the Loss State. The available states list is determined by the Carrier Configuration for your company.

5. Enter information for the Insured:

• For an individual, type the First name and then the Last name. Include a middle initial or name in the First name field.
  For a business, enter the Business Name.

• Type in the Phone Number for the Insured, including the area code, exchange, and unit number.

6. Enter your Comments to LYNX Claim Representative. Here you can provide information necessary to the handling of the claim. The field allows for a maximum of 500 characters.

7. Select from the drop-down menu, the IA Assignment Type. Choose from:

• IA Dispatch for Full Appraisal

• IA Dispatch for Photos Only

• IA Dispatch for ACV

8. Enter any Special Handling Instructions for the IA. You can enter a message up to 500 characters in length. It is important to put in this field any instruction the IA needs to carry out the assignment. For example, if the IA is to take photos of a specific area or item, this should be noted in this area.

9. Enter the Loss Information. This includes the following:

• Party – Select either 1st Party or 3rd Party.

• Coverage – If first party, choose from Collision, Comprehensive, Underinsured, or Uninsured. If third party, select Liability.

• Deductible

• Limit

• Description of Loss Damages.

10. Scroll down to the Vehicle Information.

11. Enter the Owner Name if an individual or the Owner Business Name.

12. Enter the daytime, evening and/or cell or alternate Phone Numbers.

13. Check the box to indicate the Preferred Contact number.

14. Enter the following vehicle information fields:

• Year

• Make

• Model

• License Plate

• VIN – enter at least the last five digits

• Color.

15. Enter the Vehicle Location information. These fields can indicate the vehicle location and/or the location of the item/place to be appraised and include:

• Location Name

• Address

• City

• State

• ZIP

• Phone Number

16. Click Next. The Claim Summary screen displays.

17. If necessary, click Edit to change any of the Claim information.

18. Click Submit to send the assignment to LYNX Services. The LYNX ID and Assignment Report display something like this
    
    .

19. Click Print a copy of the claim for your records.

You can then return to My Claims Desktop and the Assignment tab to submit another assignment or select the Search or View tab to review information for claims already submitted.