The following values need to be added to their respective AutoFill Keyword Sets:
|
AutoFill Keyword Set Name |
Category Keyword Type |
Category Code Keyword Type |
|---|---|---|
|
Category - Category Code |
Authority |
AUT |
|
Communications |
COM |
|
|
Coverage |
COV |
|
|
Damages |
DMG |
|
|
Evaluation |
EVL |
|
|
FNOL |
CC |
|
|
Injury |
INJ |
|
|
Investigation |
INV |
|
|
Investigation |
FNINV |
|
|
Liability |
LIA |
|
|
Litigation |
LIT |
|
|
|
ML |
|
|
Medical Management |
MDM |
|
|
Negotiation |
NEG |
|
|
OFAC SDN Matched Report |
OFAC |
|
|
Payment |
PAY |
|
|
Privacy |
PRV |
|
|
Privacy |
RNPRV |
|
|
Recovery |
REC |
|
|
Reserve |
RES |
|
|
Resolution |
RSL |
|
AutoFill Keyword Set Name |
Category Keyword Type |
Category Code Keyword Type |
|---|---|---|
|
Subcategory - Subcategory Code |
Accepted Offer |
#AO |
|
Action Plan |
APL |
|
|
ADR |
23 |
|
|
ADR |
ADR |
|
|
Analysis |
4 |
|
|
Appointment |
#AP |
|
|
Arbitration |
#A1 |
|
|
Attempted |
ATT |
|
|
Auto Appraisal |
APP |
|
|
Bodily / Injury |
7 |
|
|
Boeckh |
BCK |
|
|
Building / Dwelling |
8 |
|
|
Case Estimate Authority |
#CA |
|
|
Cause - Origin |
18 |
|
|
CCC |
#CC |
|
|
Communications |
1 |
|
|
Contact |
CON |
|
|
Current Case Evaluation |
#CE |
|
|
Depositions |
24 |
|
|
Discovery |
25 |
|
|
Documentation |
DOC |
|
|
Estimate |
#E3 |
|
|
Expert |
20 |
|
|
Extension |
EXT |
|
|
Final Case Evaluation |
#EL |
|
|
Follow Up Offer |
#FU |
|
|
Subcategory - Subcategory Code cont. |
Follow-up (Answering Machine) |
#FUM |
|
Follow-up (with Individual) |
FUP |
|
|
General |
#GEN |
|
|
Increase Authority |
IAU |
|
|
Independent Adjuster |
21 |
|
|
Initial Case Estimate |
#I1 |
|
|
Initial Case Evaluation |
#IE |
|
|
Initial Offer - Represented |
#OR |
|
|
Initial Offer - Unrepresented |
#OU |
|
|
Insured |
12 |
|
|
Interoffice |
2 |
|
|
Left Message |
MES |
|
|
Legal Bills |
26 |
|
|
Letters |
3 |
|
|
Loss History |
HIS |
|
|
Medical |
13 |
|
|
Mitchell Medicare Response |
MMR |
|
|
Motions |
27 |
|
|
New Claim Referral |
#CR |
|
|
Offer |
#OFF |
|
|
Other |
31 |
|
|
Overview |
#OV |
|
|
Payoff |
#PO |
|
|
PI / AI |
14 |
|
|
Pleadings |
PLD |
|
|
Police Report |
POL |
|
|
Subcategory - Subcategory Code cont. |
Polup |
PUP |
|
Private Investigator |
22 |
|
|
Property Damage |
15 |
|
|
Recorded Statement |
#RS |
|
|
Recovery |
#RC |
|
|
Referral to Home Office |
REFH |
|
|
Referral to Region |
#REFR |
|
|
Report |
#RP |
|
|
Request |
#RQ |
|
|
Request |
REQ |
|
|
Revised |
#RV |
|
|
Salvage |
29 |
|
|
Salvage Pickup |
#SP |
|
|
Settlement |
#ST |
|
|
Settlement - Represented |
#3R |
|
|
Settlement - Unrepresented |
#3U |
|
|
Settlement Authority |
#SA |
|
|
State Report |
STA |
|
|
Strategy |
STY |
|
|
Subrogation |
30 |
|
|
Supervisor Review |
SRV |
|
|
Third Party |
16 |
|
|
Total Loss Clm |
#3C |
|
|
Transfer to Litigation |
#TL |
|
|
Trials |
28 |
|
|
Update |
#UP |
|
|
Subcategory - Subcategory Code cont. |
VAC |
17 |
|
Verification |
6 |
|
|
Wages Final |
#W2 |
|
|
Wages Partial |
#W1 |
|
|
Yearly Management Review |
#MR |