Snapsheet · Existing integration

Automate estimate import with Snapsheet and VIP

Estimates often arrive as PDFs, so reviewers re-read totals and line items by hand and cannot easily see how an estimate changed between revisions. 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

Estimate totals, line items and revisions from connected estimating systems attach to the claim in VIP with the source reference kept. 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. Estimate completed in the estimating system
  2. Totals and line items received by VIP
  3. Revisions kept with their predecessor
  4. Estimate available for review against the claim

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 estimate import?

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 estimate import with Snapsheet for?

Estimate import is built for carrier teams using Snapsheet, at the expense stage of the claim.

Snapsheet integrationEstimate import workflow

More Snapsheet workflows

Run estimate import with Snapsheet.