INTEGRATIONS · SYMBILITY

Symbility, from the Assignment to the Notes That Go Back

When the assignment arrives in one system and the file notes are written in another, somebody ends up typing the same claim twice.

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VCA Software works with Symbility, where the field estimate is written. Assigned claims appear under unassigned claims in VCA ClaimsCore, where your team reviews and imports them, and file notes and activities go back to Symbility from the claim's Actions menu, for users whose profile carries a Symbility User ID.

ILLUSTRATION · ONE CLAIM, WORKED IN CLAIMSCORE

ASSIGNED FROM

Symbility

Where the field estimate is written, by the person standing in the loss

Claims come in on assignment, and file notes and activities go back to it

VCA CLAIMSCORE

The Claim of Record

The Assigned ClaimIMPORTED
The Reserve
The Correspondence
Payments on the Claim

WORKED FROM THE CLAIM

Desk Review
File Review and Quality
The Client-Facing Lead
Payment

Clients see their own claims too, through ClientPortal, an add-on

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IN THE CLAIM

An estimate is rarely written once

Every version is a document that can be forwarded, saved to a desktop, and quoted back at you in a meeting by somebody holding an older one. With Symbility connected to ClaimsCore, the assigned claim is imported into ClaimsCore, and the claim is where your team keeps the notes and decisions that follow.

ONE CLAIM, THREE VERSIONS OF THE ESTIMATE

The First EstimateWritten in the field, where the loss is, by the person standing in it.
The SupplementThe contractor opens a wall and finds more. A second document now exists.
The RevisionDesk review sends it back with questions. A third comes in.
The PaymentSomebody pays against one of the three. An audit will ask which one it was.

WHAT MOVES

The Claim In, the Notes Back

Assigned claims come in from Symbility, and file notes and activities go back from the claim. Each user whose notes go back needs a Symbility User ID on their VCA profile.

Out: File Notes and Activities, to Symbility. From the claim's Actions menu, for users with a Symbility User ID.
In: the assigned claim, from Symbility, imported from unassigned claims.
Without it: notes are retyped into a second system, and one claim has two records.

Assigned claims are imported into VCA ClaimsCore from unassigned claims, and file notes and activities go back to Symbility from the claim's Actions menu. An illustration of the claim coming in from Symbility and the notes going back.

What	Which Way	Where It Lands
The Assigned Claim	Into VCA ClaimsCore	Under unassigned claims, where your team reviews it and imports it.
File Notes and Activities	Back to Symbility	Sent from the claim's Actions menu, for users whose VCA profile carries a Symbility User ID.
The Claim Record	Kept in VCA ClaimsCore	The claim of record: notes, reserves, correspondence and the history of who did what.

WHO FEELS IT

The People Who Work the Claim

A field estimator is fine either way. The cost of a loose document lands on the desk behind them. VCA was built from the claim up, by an adjuster, for the people who work the claim, and these three feel it first.

The Desk ExaminerWorks the imported claim in ClaimsCore, next to the reserve and the correspondence, instead of in a second system.
File Review and QualityAudits what the claim says, not what an inbox holds, with the history of who did what on the claim.
The Client-Facing LeadAnswers a client's question from the claim itself. The call runs shorter than one that starts with a search for an attachment.

OFF THE DESK

The Same Claim, Typed Twice

The gain is quiet and daily: the claim comes in once, and the notes written on it go back without being retyped.

Keying an assigned claim in by hand before the work can start.
Retyping file notes into Symbility after they are written on the claim.
Opening a second platform to answer a question about a claim.
Reconstructing after the fact what the claim said on the day a decision was made.

The XactAnalysis connection · Claims software for IA firms · All integrations

THE BOUNDARY

One Claim, Two Systems

The estimate is written in the field, where that work belongs. The claim of record is kept in ClaimsCore, and that is where desk review, file review and the client-facing lead work from.

Here is a test worth running in any claims software evaluation: take an assigned claim from arrival to its first file note, and count how many times anyone typed the same thing into a second system.

Start the Connectivity Conversation How Implementation Runs →

WHAT TO BRING TO THE CONNECTIVITY CONVERSATION

One real Symbility assignment: how it reaches your team today, who keys it in, and where the file notes end up.

Questions About Symbility and the Claim

How do Symbility claims get into VCA ClaimsCore?

Assigned claims appear under unassigned claims in VCA ClaimsCore. Your team reviews each one there and imports it, and from then on it is worked as a claim in ClaimsCore.

What goes back to Symbility?

File notes and activities, sent from the claim's Actions menu. Each user whose notes go back needs a Symbility User ID on their VCA profile, and it works for claims that were imported from Symbility. What your operation needs from the connection is confirmed in discovery, the first step of every VCA implementation.

How is the connection set up?

It starts with discovery, like every VCA implementation. In ClaimsCore, the integration is switched on with your Symbility account details, and each user who sends notes back gets a Symbility User ID on their profile.

Our carrier clients do not all route estimates the same way. Is that a problem?

It is a common shape, particularly for firms handling work for several carriers. Claims come into VCA ClaimsCore from both XactAnalysis and Symbility on assignment, and once a claim is in, your team works it in ClaimsCore either way.

Can our clients see documents on the claim?

With ClientPortal, an add-on, your clients get a branded login to the claims that concern them, read from the same claim your team works. Each document on the claim carries a Show On Portal flag, so your team decides whether a given document is shown. Without ClientPortal, the client-facing lead answers from the claim.

Why does this matter for a claim audit?

Because an audit asks what was known, when, and by whom. A claim worked in two systems answers that twice, and not always the same way. A claim worked in ClaimsCore keeps the notes, the reserve movements and the correspondence on one record, with the history of who did what.

Bring us a claim where the promise was hard to keep

Bring a Symbility assignment, and walk it from arrival to the first file note that goes back. Discovery starts there, before anything is configured.

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