Customer Onboarding Form Customer Onboarding Form Company Name Date Primary Contact Phone Number Email Address BranchesOneMultiple TypeChoose an item.CarrierTPAMGAFinancialOther AdjustersChoose an item.Adjuster ListSingle AdjusterSingle Adjuster per Branch Adjusters Attach How will assignments be sent to IAnet?Choose an item.Audatex Claims ManagerCCCEmailEntegralFaxIAnet PortalMitchell Work CenterNUGEN ITOther If other was selected, fill in information here: How will completed assignments be returned to the client?Choose an item.Audatex Claims ManagerCCCEmailEntegralFaxIAnet PortalMitchell Work CenterNUGEN ITOther If other was selected, fill in information here: File bundling requirements? Choose an item.No bundlingBundle all togetherSeparate out estimateSeparate out invoice Does the estimate get released? Choose an item.Yes - Owner / ShopYes - OwnerYes - ShopNoSupplements Only Mileage Approval Contact? Single point of contactAdjuster Will the carrier need our insurance certificate? Choose an item.yesNo Send Certificate To: Email User Access Credentials To IAnet Portal & Services (Please List All Users) Name Email Address Phone Attachment Complete Total Loss report when repair cost equals or exceeds:Choose an item.65%70%75%80%OtherDiscuss With Account Manager If other was selected, fill in information here: Total Loss Valuation SourceChoose an item.ADP AutosourceADP Autosource and DCIAverage of Dealer Quotes and BookCCCDCITotal Loss Valuation Source: Dealer QuotesNADANADA/Blue Book/Red Book-Average 2VVSDiscuss With Account Manager If other was selected, fill in information here Total Loss Valuation Options (check box): No total loss handlingFill out form onlyObtain valuation using IAnet office ID# (Audatex, DCI, or VVS Only)Obtain valuation using company’s office ID# Type in ID# (Applies to All Sources)Discuss With Account ManagerOther Do you have a guidelines manual? Choose an item.YesNo (Default IAnet guidelines will be used) Guidelines for LKQ part usage Choose an item.12 Months or 12,000 Miles24 Months or 24,000 MilesDo not useOtherDiscuss With Account Manager Guidelines Attach Billing Contact Phone Number Email Address Invoicing Details Choose an item.Bulk billing - watermarked invoice sentBulk billing - no invoice sentInvoice to AdjusterInvoice to Specific Email Address Invoice Email Address Additional Notes
