The Copy Profile feature provide the ability for you to create a new claim office or repair facility profile using data copied from an existing profile of the same type. Use this feature to create a claim office profile from the same or different insurance company.
How to copy a profile from cccone.com
Settings: Rate Profile Copy
We added a new feature within the rate profile settings that will allow you to create rate profiles from scratch, copy rate profiles from another location, and copy existing individual rate profiles. Users with Profiles – Edit repair facility profiles will be able to use the new copy functionality.
Copying multiple rate profiles from a different location will only be offered to MSO’s. Individual repair facilities will not have this functionality, but they will be able to copy individual rate profiles within the location.
To access this feature:
- Navigate to Settings > Rate Profiles on cccone.com.
- MSO flow - click “Add”:
- If you select the “Copy from another location” option and click “Ok”, then you will be taken to a screen to choose which location they want to copy rate profiles from.
Note: This screen is filtered by the locations that the you are assigned to, and only locations that previously had rate profiles configured through cccone.com. Once the repair facility is selected, and you click “Ok”, we display a list of rate profiles that can be copied over to the new location.
Single repair facility flow – click “Copy”:
If you click on any configured rate profiles, they will see a new button labeled “Copy”.
Once “Copy” is selected, you will be able to specify if the new rate profile that is being copied is for a repair facility or insurance carrier.
Available to: CCC Estimating & Repair units NOTE: This does not apply to CCC Comp-Est
How to copy a profile from Within CCC Estimating
- Select Configure > Profiles from the menu bar.
- Select the source claim office profile from the Search Results pane.
- Select Copy Profile from the mini-toolbar. The Copy Profile screen opens.
- Select the insurance company from the Insurance Company droplist.
- Enter the office code in the Office Code field. Office codes must be unique. The system does not allow duplicate office codes.
- Click OK. The Profile Settings screen opens and all data is copied to the new profile.
- Click on the Company Information link under Basic Settings, and then enter the profile information in the appropriate fields.
- Select Save or Save and Close from the toolbar.
How to Use Bulk Copy Profile (Only Available for MSO users)
The Bulk Copy feature is available to MSO (Multi Store Operators) users and provides the ability for you to create a new claim office or repair facility profile using data copied from an existing profile of the same type.
Use this feature to create a claim office profile from the same or different insurance company.
How to bulk copy profiles
- Select Configure > Profiles from the menu bar.
- Select Bulk Copy from above the list of Profiles.
- Select the Insurance Company and Claim Office to copy
- Select the desired MSO location or locations to copy the claim office profile to. You can select multiple locations to copy to at once, but can only select one claim office to copy at a time.
- Repeat the steps to copy additional claim office profiles to other locations.
- Click OK. The Profile Settings screen opens and all data is copied to the new profile.
- Click on the Company Information link under Basic Settings, and then enter the profile information in the appropriate fields.
- Select Save or Save and Close from the toolbar.
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