The redesigned supplementing feature in AccuLynx improves the process of creating and managing insurance supplements for your restoration work.

Now you can:

• Integrate your supplement values automatically within the account and easily manage job revenue and profitability.
• Assign internal team members as “Supplementer.”
• Supplementing does the “math” for you, taking the calculations out of understanding requested, approved, or new claim amount job values.
• Create tasks, use email templates, attach photos and documents, and view all communications in an easy-to-scan display.

Custom Supplementing Statuses

In account settings under “Supplements Settings,” configure custom supplement “Statuses” to align with your process for requesting, tracking, and collecting supplements by adding statuses and selecting their sequence.

Apply to Worksheets

In “Supplements Settings” under “Apply to Worksheets,” choose one of three options for applying supplements to the financial worksheet:

• Create a Supplement section in the original worksheet.
• Add the supplement as a separate worksheet amendment, keeping the original claim intact.
• Update insurance claim items in the worksheet, replacing the value with the approved supplement amount.

Creating Supplements

Creating a supplement works as before: go to the jobs menu, select supplements, and click “Create Supplement.”

The new Supplement page shows the supplement status, time in status, creation date, and total dollar value. It also includes sections for insurance provider and claims details, the assigned Supplementer, items, and any notes or communications from the process.

The three-dot menu at the top of the page gives you access to the actions that can affect a supplement. Let’s look at what each of these does…

Assigning a Supplementer

To assign Supplementers to jobs, add an email address or select from the company address book.

You can also create tasks and assign them to the Supplementer by selecting the “Create Task” button.

Add Items to a Supplement

There are two ways to add items to a supplement:

• Select items from an existing insurance claim worksheet.

• Click the “+ Add Item” button directly on the supplement.

You can either enter the “Requested” amount, and we’ll calculate the “New Claim Amount,” or enter the “New Claim Amount,” and we’ll determine the “Requested” amount.

When you select “Save,” those items and the additional information are added to the Supplement, and a total supplement value is established.

Create a Notation

When creating a notation on the supplement, a user can:

• Set the supplement status
• Notify internal team members and create a task for them
• Document conversations with adjusters, team members, or homeowners
• Attach documents or photos

Send an Email

When sending an email to external contacts, the adjuster’s address (if available) defaults in the “Send To” field, and the claim number (if available) fills the subject line. You can also attach documents and select an email template if available.

The email will appear in the notation list and job communications.

Close and Apply Supplement

The user selects the “Close Supplement” menu option to start closing and applying the approved supplement amount. In the “Close Supplement” window, the user can enter either the “Approved” dollar amount or the updated price list amount, and the other is automatically calculated.

Once the user enters the approved amounts, two button options appear:

• Close the supplement and apply it later.
• Or, close and apply (now) the supplement directly to the worksheet.

Supplement Tracking

We have improved supplement tracking so you can see an overview of the progress of your supplements.

You can find it under Supplements in the tracking menu:

You can see all the supplements created, any in progress, or any that have been closed to view the outcomes at those stages.