When a new claim or exposure needs a field inspection, appraisal or other vendor work, the assignment is often created by hand from the claims system and sent by email or phone, so start times vary and the claim record does not show who has the work. On Cotality (data & analytics), the claim record already holds the context this work depends on: property and risk data, estimate detail and document output. Without a connection, that context is re-keyed into each downstream tool and drifts from the claim file.
A new or updated claim in the connected system starts the assignment workflow in VIP, and assignment status is kept against the claim so everyone works from the same record. With Cotality, VIP takes in property and risk data, estimate detail and document output and writes claim and assignment context back to the claim. Confirm which property and estimate fields land on the claim and which are reference only.
| Data | Direction | Detail |
|---|---|---|
| Property and risk data | Cotality → VIP | Address-level property characteristics attach to the claim so scope decisions start from real data. |
| Estimate detail | Cotality → VIP | Scope lines, totals and revisions land on the claim's estimate tab with the source reference kept. |
| Document output | Cotality → VIP | Reports and supporting documents are stored with the claim rather than emailed around. |
| Claim and assignment context | VIP → Cotality | Optional. Claim identifiers and assignment status are sent so work is filed against the right loss. |
Cotality has an existing integration with VIP. With Cotality, VIP takes in property and risk data, estimate detail and document output and writes claim and assignment context back to the claim. Confirm which property and estimate fields land on the claim and which are reference only.
Property and risk data; Estimate detail; Document output; Claim and assignment context.
Assignment routing is built for carrier teams using Cotality, at the claims operations stage of the claim.