Snapsheet · Existing integration

Automate document sync with Snapsheet and VIP

Reports, photos and estimate documents arrive by email or portal and have to be downloaded and attached to the claim file by hand, so the file is often incomplete when it is reviewed. On Snapsheet (estimating), the claim record already holds the context this work depends on. Without a connection, that context is re-keyed into each downstream tool and drifts from the claim file.

How VIP solves it

Documents, photos and reports from connected systems and providers are stored against the claim in VIP, and vendor activity and reports post back to the claim file where the integration supports it. With Snapsheet, VIP takes in estimate totals and line items, photo sets, appraisal status and claim status write-back. Confirm how appraisal fields land on the claim record, including the claim number used to match.

Steps

  1. Document or photo set produced by the provider or connected system
  2. Received and stored against the claim
  3. Tagged by type
  4. Posted to the claim file where supported
  5. Available at review

What moves between Snapsheet and VIP

DataDirectionDetail
Estimate totals and line itemsSnapsheet → ClaimsParts, labor, paint and totals land on the claim's estimate tab with the appraisal ID kept for traceability.
Photo setsSnapsheet → ClaimsCustomer-captured and appraiser photos are stored with the claim and tagged by damage area.
Appraisal statusSnapsheet → ClaimsAssigned, in review, completed and supplement-requested states update the claim timeline as they happen.
Claim status write-backClaims → SnapsheetOptional. When enabled, payment issued and claim closed are sent back so appraisers see the outcome.

Outcomes

Questions and answers

How does Snapsheet work with VIP for document sync?

Snapsheet has an existing integration with VIP. With Snapsheet, VIP takes in estimate totals and line items, photo sets, appraisal status and claim status write-back. Confirm how appraisal fields land on the claim record, including the claim number used to match.

What data moves between Snapsheet and VIP?

Estimate totals and line items; Photo sets; Appraisal status; Claim status write-back.

Who is document sync with Snapsheet for?

Document sync is built for carrier teams using Snapsheet, at the claims operations stage of the claim.

Snapsheet integrationDocument sync workflow

More Snapsheet workflows

Run document sync with Snapsheet.