2013 Getting Started Guide1

2013 Getting Started Guide

Copyright © 2013 Symbility Solutions Inc.

The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.

Dissemination outside Symbility Solutions Inc. requires written consent.

GETTING STARTED GUIDE





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.

Your First Steps

Your first step is to log in to Symbility Claims Connect (www.symbility.net). The first time logging into

Symbility Claims Connect you will need to use the username and temporary password sent to you in the

registration confirmation email (if you are the one who registered the company, you are

the Administrator and you already have your permanent password). Once you have successfully logged

in and set your permanent password, take an opportunity to navigate through and explore Symbility

Claims Connect. The first page you'll always see upon logging in is the Home page, which shows all

recent activity in claims you are involved in and a list of all your active claims in the Hot List. This page

will be largely blank the first time you log in.

Next, download and install Symbility Mobile Claims onto your device.

From the Symbility Claims Connect Home page click on the Download

Symbility Mobile Claims link. This is located on the left hand side of the

screen, right below the Home ribbon. It's a small download (about

40MB) and you can install it on as many computers as you wish.

Symbility Claims Connect is a web-based administrative tool where all your claims can be viewed and

printed. This is also where you set your company and user preferences and create management reports

from your historical claim data. With Symbility Claims Connect you can create new claim assignments.

This is not where the estimates, diagrams, forms, etc. are completed.

Symbility Mobile Claims is the portion of the software used to scope the loss site and create your

estimates. Installing Symbility Mobile Claims is optional and only required for those building estimates.

Remember that Symbility Mobile Claims can be downloaded and installed on as many computers as you

wish.

Setting Up Your Account

Before you get into building estimates with Symbility Mobile Claims, spend a few minutes to set up your

account to insure that you are promptly notified when there are new claim assignments for you to build

estimates for. Timely communication is a major component of Symbility, and it notifies you immediately

when important events occur that may need your attention, regardless of where you are.

http://www.symbility.net/





Once logged into Symbility Claims Connect, select Notifications from

the Preferences menu. Add one or more notification methods — these are the

different ways (text message, email, text-to-speech "voice", pager or our own

internal messaging system) that Symbility can contact you to deliver a

message—using the Notification Methods box at the top. Make sure

you test each method to make sure you can successfully receive messages.

How to Add Notifications

1. Select Create a New Method from the Commands panel to add an

additional method of notification

2. Select the preferred Notification Method

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. C

lick on Save after inputting each

Notification Method, its message

destination and any relevant comments

5. In the Notification Subscription panel

select the events for which a

notification is to be sent using the new

method

6. Click on the Save button

Once you've added one or more notification

methods, use the Notification Subscriptions

matrix below to tell the system how you'd like

to be notified when each type of event

happens. Consider utilizing methods that will

notify you remotely (like text and voice

messaging) for important events that are time-

sensitive (like being assigned a new claim or

when an estimate has been completed and is

ready for review). Also consider redundancy—

using a backup method—for those important

events (multiple methods can be employed for

each event).





Creating Claim Files

To edit claim files with Symbility Mobile Claims (including building estimates), you must first become a

participant in it. You can become a participant in several ways:

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.

Synchronizing and Acquiring Ownership

To minimize the chances of two users editing the same information on a claim simultaneously, Mobile

Claims restricts the editing rights to the user that has ownership of a claim page.

Note: When Synchronizing or acquiring ownership an internet connection is required.

Acquiring ownership of a claim assigned by another Company

requires the User to Accept this Claim Assignment. This dialog box will

show only the first time the claim is being acquired. 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 User’s 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. Launch Symbility Mobile Claims by double-clicking the icon. Log in using the same

credentials you used earlier to log in to Symbility Claims Connect (make sure you use your new

permanent password and not the temporary password).

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.





Working with Temporary Claims

Sometimes you do not have internet access when you need to build an estimate for a claim that will be

created by an insurance company (you may already be at a loss site and without wireless hardware when a

new claim has been assigned). Symbility Mobile Claims offers the ability to create Temporary

Claims which are temporary claim file 'containers' that you can add diagrams, estimates, forms and other

information that is destined for an actual claim file that is unavailable at the moment. Once you have

access to the real claim file (claim assignment) you can merge the data from the temporary claim into the

actual claim file.

Temporary claims cannot be printed, exchanged with Symbility Claims Connect or transmitted to other

users, so it's important to merge the temporary claim as soon as the actual claim file is available.

To create a Temporary Claim file, use the Create Temporary

Claim command under the Home Ribbon. The temporary

claim file will use a green folder icon ( ). To begin working

with this claim file, double-click it to open it.

When you're ready to merge the data you've collected into the actual claim file, return to the Claim List,

access the temporary claim's context menu (right-click) and click Merge into Another Claim. You must first

acquire ownership of the actual claim file (see section Synchronizing and Acquiring Ownership).

Navigating the Claim

Start by double-clicking on the claim. On the left side of the screen you will see the Claim Explorer.

The Claim Explorer is a virtual claim file folder that allows you to navigate through different sections of a

claim. Here is a brief introduction to these sections:

The Loss Summary page contains administrative "who, what, where

why and when" information about the loss.

All the current participants in the claim are listed in the Participants

branch.

The Diagrams branch contains all the Floorplan and Roofplan diagrams

that have been drawn. Diagrams are used to capture data about the

damaged structure in order to calculate quantities of items for building

an estimate.

Every participant in the claim can add one or more estimates. The icon

changes depending on the status of the estimate (in progress,

completed or approved).

The Photos page automatically controls the layout of digital

photographs that you import directly from the memory card from a

digital camera.

Digital forms are exact digital replicas of traditional paper forms. Any

information already existing in the claim is automatically filled in.

The Journal is a permanent record of claim activity. All activity is

logged automatically and new entries can be manually added.

The Audit Report compares the data in estimates with against any

audit rules established for the claim.





Double-click any virtual page button (in the Claim Explorer) to open and begin working. By

default a claim is created with one floor plan and

two estimates for every participant. You can

create as many floor plans, roof plans and

estimates as you want.

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. Double-click a floor plan diagram in the Claim Explorer to open it.

2. You can select a shape from a preset list (Shapes toolbar) or draw

your own using the Freeform Tool.

3. Draw the new shape:

o Right-Click on the screen.

o Drag down and to the right.

o Release and select a name for the new shape.

Once the room is drawn, it can be repositioned (by dragging and dropping it)

and resized.





To resize a room you can either:

Click and drag on of the room's handles, or

Click one of the room's dimensions and enter the dimensions using the feet and inches tool.

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. Once a shape is selected from

Shapes, the tool is toggled on, in a ready to use

state. The diagram shapes available in the shapes

will vary depending on the type of Diagram.

Icon Tool name Descriptions

Rectangular Room A basic rectangular shaped room. Default dimensions are 10’x10’x8’

L-Shapes Room A variation of the rectangular room where one corner has been

removed

T-Shaped Room A variation of the rectangular room where two corners has been

removed

Bay window A room with two angled wall and one missing wall

Alcove A rectangular room with a missing wall





The Room ribbon is displayed when the

User has a room selected in the floor plan.

This ribbon contains a variety of tools to

manipulate the room.

Icon Tool name Descriptions

Rename Allows the User to rename the room

Group Rooms

The Group Rooms tool may be used to combine multiple rooms into an

organized grouping. This is helpful if the User must add multiple items to

all grouped rooms, yet still wants the flexibility of individually itemizing each

room, if necessary. The Group Rooms button must be toggled off to

remove the grouping.

Join Subrooms

Allows the User to connected two or more room together. When rooms are

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 Reverses the selected objects across a vertical axis

Flip Reverses the selected objects across a horizontal axis

Rotate

The Rotate tool will rotate a selected room(s), annotation or photo

component 90° clockwise.

Delete The Delete tool will delete any currently selected object(s).

Block

The Block tool lets the User add 3D objects to a room to negate square

footage from a wall, floor or ceiling. Once dragged against a wall, the

block is best manipulated using the Wall Editor.

Basic Staircase A basic staircase room. By default staircases of a wall height of 16’8”

Staircase and

Landing

These shapes are comprised of two staircases and a rectangular room

combined as subrooms

Freeform Creates any shape room or fill in empty space

General Items Adds items that do not conform to another component





View Floorplan The View Floorplan button displays an aerial view of the diagram.

View Wall

Editor

The View Wall Editor button displays the currently selected wall in a 3D

format. Properties of the wall and items displayed on the wall may be

modified here.

View Ceiling

Editor

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.

View Stair

Editor

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

Vertex Mode

The Vertex Mode tool may be toggled on to edit a room’s vertices. 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. Double-click a room that you'd like to attach items to.

This will open the Item Pane at the bottom of the screen

(or the left side of the screen if you're using the device in

landscape mode). The Item Pane contains three sub-

panes:

o Database View: Contains a categorized list of

items, actions and grades within the pricing

database. The blue description panel at the bottom

provides a textual and graphical description of the

selected category or item.

o Cart View: A temporary holding place for items

that you extract from the database but aren't ready

to apply to rooms yet.

o Line Item View: Shows the items that have been

applied to the currently selected room on the floor plan.

2. Locate an item. Double-click a category to open it up and

display the subcategories and items that it contains. Two tools

that are quite useful are the Search Tool ( ) that searches the entire

database for any string of characters, and the Browse by Picture ( )





that lets you graphically locate items by clicking parts of a sample

room.

3. Click the item to expand it to see the available actions. Most "Replace"

actions also have multiple grades of materials that can be expanded.

4. Drag the action or grade of the desired item (click and hold on the

screen while moving your pointing device) to the floor plan then drop it

(release from the screen) in the middle of the room. This will apply the

item to the default surfaces specified for the item, generate a quantity

and add your first line item to the active estimate.

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.





Items can be dragged and dropped from the Item List

View as well as from the Database View. This provides an

easy way to duplicate items that have already been

applied to other rooms.

After an item has been applied you can easily

"toggle off" any surface, just point to the drop spot and

click-and-hold.

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 [email protected].

And above all we would like to thank you for choosing Symbility as your estimating software.

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2013 Getting Started Guide1