Please use the following links to quickly jump to a particular section within this guide:
INTRODUCTION
Overview
Welcome to the CCC Advance Fees Services User Guide. CCC Advance Fees Services is a feature of CCC ONE® Estimating. It uses CCC Payments and CCC ONE® data sharing capabilities to streamline payment processes with salvors. This guide describes how to configure your data connection with the salvage company and digitize the payment process.
Features
This guide describes how to configure and operate the following features:
- Activating salvage functionality
- Setting up your Digital Wallet
- Drafting a total loss estimate
- Submitting fees information to the salvor
- Tracking payment status
All shops with CCC ONE® Estimating can use the features described in this document. Access to configure or use a feature depends on the security roles set by your shop. The specific permissions needed are listed in each section.
CONFIGURATION
Overview
This section describes how to enable and configure CCC Advance Fees Services. Configuration is broken down into three categories:
- Activation
- Digital Wallet
- Notification Groups
Activation
Configuration for CCC Advance Fees Services is available on cccone.com. The following permission is necessary to configure the settings in this section:
| Permission(s) | Settings - Edit repairer profile |
To begin using CCC Advance Fees Services you must first activate data sharing with salvage companies.
To locate salvage data sharing settings:
- Login to cccone.com
- In the upper right-hand corner, click the User Menu
- In the menu, select Settings
- On the Settings page, click the Data Connections tile
- In the Data Connections screen, scroll to Salvage and set the switch to Enabled
When setting the switch to Enabled, a Terms of Use screen is displayed. Review the terms, then check the box and click I ACCEPT to accept the agreement.
Notes:
To enable data sharing with salvors, you must accept the Terms of Use. Once accepted, data sharing with salvors is enabled for all shop locations within your organization.
You may choose to disable this feature at any time. To re-enable the feature, you will be required to accept the Terms of Use again.
Digital Wallet
Once data sharing is enabled, your shop locations can receive Advance Fees requests from salvors. However, to submit fees and receive payments, you must first configure your Digital Wallet. The following permission is necessary to access your Digital Wallet:
| Permission(s) |
Settings - Manage Digital Wallet |
To locate Digital Wallet settings:
- Login to cccone.com
- In the upper right-hand corner, click the User Menu
- In the menu, select Settings
- On the Settings page, click the Digital Wallet tile
For shops enabled with Repair Workflow features, you’ll be directed to the Digital Wallet landing page. On this page you’ll find settings for:
- CCC Payments
- Payment receipts
Click the Configure button for CCC Payments. This will launch a wizard allowing you to configure and maintain the accounts used for processing payments.
Notes:
CCC Payments configuration is specific to the shop location. You may specify the same settings configured for other locations within your organization. Contact your account representative if you’d like to apply a single configuration to all locations in your organization.
Notification Groups
Notification groups are used to manage which users in the shop will receive payment status updates. The following permission is necessary to manage settings in this section:
| Permission(s) |
Settings - Edit repair facility profile |
To location notification group settings:
- Login to cccone.com
- In the upper right-hand corner, click the User Menu
- In the menu, select Settings
- On the Settings page, click the Notification Groups tile
Notification groups are location specific. Use these groups to specify who should receive salvage related payment status updates.
You can update an existing notification group or create a new one. Groups with the Salvage payment event checked will receive payment status notifications.
ADVANCE FEES
Overview
This section describes how fee requests are received by the shop with step-by-step instructions for submitting fees to the salvor.
Fee Requests
New and update fee requests generate Salvage action items in CCC ONE. These action items are found in Action Center on cccone.com.
All standard users can login to cccone.com and have access to Action Center. These users also have visibility to open action items for the shop location.
To locate salvage action items:
- Login to cccone.com
- In the upper left-hand corner, click the App Menu
- In the menu, select Home
- On the Home page, click Salvage under Action Items
Notes:
If you are newly logging into cccone.com, Action Center is the default page displayed after successful login.
Step 1: Review Fees
The first step in providing Advance Fees to the salvor is to review current fees on the workfile. Accessing fee detail requires the following security permission:
| Permission(s) |
Workfiles - Create and edit workfiles |
Advance Fees detail may be access in the following ways:
- Salvage action item Review Fees button
- Workfile Advance Fees button
In both cases the Advance Fees screen is displayed.
Step 2: Total Loss Estimate
To submit Advance Fees to the salvor, a total loss estimate is required. This section describes the steps needed to create a total loss estimate. The following permission is necessary to complete these steps:
| Permission(s) |
Workfiles - Create and edit workfiles |
The fees breakdown and total are sourced from the total loss estimate. The information displayed in Totals tab of the estimate is ultimately what gets sent to the salvor.
To create a total loss estimate:
- Open the workfile for Edit
- If not already done, Convert to RO/Job
- Write a preliminary estimate, then Lock Estimate
- In the estimate screen, select Mark Total Loss
- Add estimate lines and other charges, then Save
Notes:
An Estimate of Record is required before marking the workfile a total loss. While the Estimate of Record is automatically sent to insurance on assignment workfiles, the total loss estimate is not.
By default, the total loss estimate uses the same rates and rules as the Estimate of Record. When writing a total loss estimate you can add part lines, manual lines, part codes, and other charges the same as you would on a standard estimate.
Notes:
Mark Total Loss functionality and writing the total loss estimate can be done either in the desktop application or on cccone.com.
Step 3: Submit Fees
Once the total loss estimate is written, you’re ready to submit fees to the salvor. To open the Advance Fees screen again, do one of the following:
- Go to Action Center, then select Review Fees on the action item
- Open the workfile to the Estimate screen, then select the Advance Fees button in the toolbar
The Advance Fees screen includes a breakdown of fees and the grand total amount. You can expand/collapse each category to view breakdown detail. The values displayed here match values displayed in the Totals screen of the total loss estimate.
To submit fees to the salvor, the following questions must be answered:
- Are the keys with the vehicle?
- Is the vehicle drivable/rollable?
- Has the owner released the vehicle?
You may optionally add comments in the Vehicle Location and Additional Notes fields.
Notes:
If the answer to “Has the owner released the vehicle?” is No, you will be required to select a reason before you can submit fees.
If needed, you can save progress and exit the Advance Fees screen at any time by selecting Save Draft. This allows you to check additional information, update the total loss estimate, or perform other actions on the workfile before submitting fees to the salvor.
When ready to send fees to the salvor, open the Advance Fees screen, then click Submit. Fees are sent to the salvor for payment and an event is logged to workfile history for tracking.
Notes:
To submit fees, your organization’s Digital Wallet must be configured. If the Digital Wallet is not yet configured, you will be prompted to complete configuration when you attempt to submit fees.
Update Fees
After fees are submitted to the salvor, you may need to send updated fees information. The salvor may send an update request or, you may choose to send updated information on your own. To send updated fees information to the salvor, follow these steps:
- Open the workfile for Edit
- If not already done, update the Total Loss estimate as needed
- Click the Advance Fees button
- In the Advance Fees screen, click the Edit button
- Review updated fees information, update questions and/or notes, then click Submit
PAYMENTS
Overview
Advance Fees Services helps streamline the payment process with salvors. When fees information is shared with the salvor, the salvor can return payment to the shop electronically. This section describes how to track salvage payments after fees information is shared with the salvor.
Payment Status
Salvage payments can be monitored in several places within CCC ONE. Payment status is visible in Action Center, workfile search, and within workfile event history. The following payment statuses may be received:
| Payment initiated |
This is your indication that the salvor has received fees information and started processing payment |
| Payment completed |
This is your indication that payment from the salvor was received |
| Payment failed |
This indicates the salvor encountered an error when processing the payment |
Payment Notifications
When payment status is updated, a notification appears in Action Center under Payments > Salvage.
Notes:
If a notification group was configured for salvage payments, only members of the group will receive payment notifications. Otherwise, any user with Edit repair facility profile permission will receive the notification.
Workfile Search
When payment status changes, the status is reflected in the Updates column in workfile search. Status remains visible in workfile search results until the workfile is opened for view or edit.
Workfile Event History
Salvage payment related activity is recorded to workfile event history. This includes when fees were submitted and all payment status updates.
Payment Receipts
For shops with Repair Workflow, payment receipts are automatically created on the workfile when Payment completed status is received.
Receipts are saved to the workfile with the following details:
| Receipt Type |
See configuration notes below |
| Received From |
Insurance company |
| Amount |
Payment amount received from the salvor |
| Comments |
Includes the name of the salvor sending the payment |
Receipt Type Configuration
By default, payment receipts are created with the EFT receipt type. This may be changed in your Digital Wallet settings. You may specify any active, non-Adjustment receipt type for use in creating salvage payment receipts.
To edit receipt type configuration:
- Login to cccone.com
- In the upper right-hand corner, click the User Menu
- In the menu, select Settings
- On the Settings page, click the Digital Wallet tile
- Under Salvage payment receipts, select your desired receipt type
FAQs
Who gets access to Advance Fees Services?
All shops with CCC® Estimating, except Comp-Est users, will have access to Advance Fees Services.
When can I send fees to the salvage company?
You can only submit fees to the salvage company after receiving a fee request. You’ll receive a “Salvage” action item in Action Center on cccone.com when the salvor sends a request for fees information. At that point you’ll be able to submit fees from either the action item or from within the workfile itself.
Do I need an assignment to get a fee request?
Typically, a salvage request will be associated with an assignment workfile. However, an assignment is not required to receive a request.
Who can submit fees to the salvor?
Any user with the ability to edit the workfile can submit Advance Fees.
Why don’t I see the fees breakdown in the Advance Fees screen?
Advance Fees are retrieved from the total loss estimate. Make sure a total loss estimate has been written before attempting to submit fees to the salvor.
What can I include in my total loss estimate?
You can include the same information on a total loss estimate as you would in writing a standard estimate.
Why am I prompted to setup CCC Payments when I attempt to submit Advance Fees?
To submit Advance Fees, you must configure Digital Wallet settings for your shop location. These settings allow you to receive payments from salvors electronically.
Can I configure all my shop locations with the same settings for CCC Payments?
Yes. While CCC Payments settings are specific to a shop location, you may specify the same settings for each location.
Why can’t I edit my CCC Payments settings?
Your shop is likely configured to manage Digital Wallet settings at the company level. Please contact your CCC account representative to make changes to your settings.
Can I turn off Advance Fees Services?
Yes. You may disable Advance Fees Services via Data Connection settings on cccone.com. Once disabled, you will no longer receive new salvage fee requests. However, you can still act on fee requests received before the feature is disabled.
Can I submit fees from the desktop application?
No. The Advance Fees screen used to submit fees to the salvor is only available via cccone.com. However, you can convert workfiles to total loss and write the total loss estimate in the desktop application.