How to Create a PPV Valuation Request in CCC® Estimating

CCC

®

is a trademark of CCC Intelligent Solutions Inc. 1

How to Create a PPV Valuation Request in CCC® Estimating – CCC

ONE® Valuation - Fee Calculator Services

Introduction

This document explains how to create a Private Passenger Vehicle

(PPV) Valuation Request from a workfile within CCC® Estimating. This

information is presented on pages 2-8.

It also explains how to add a Market Valuation Report (MVR) completed

via CCC® Portal or manually using a valid Valuation ID#. This information

is presented on page 9.

This job aid is specific to companies that have contracted for Fee

Calculator. Fee Calculator enables insurance companies to identify and

include certain title, registration, and license plate fees as a part of the

Private Passenger Vehicle (PPV) Valuation Request process based on

information provided by the company to CCC.

If calculated, these fees will display in the Market Valuation Report

(MVR) and will be listed in the Post Valuation Change Request.

Continued on next page

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®

is a trademark of CCC Intelligent Solutions Inc. 2

How to Create a PPV Valuation Request in CCC® Estimating – CCC

ONE® Valuation - Fee Calculator Services, Continued

Required

Fields

The following fields within the workfile must be populated in order to

successfully submit a valuation request through CCC® Estimating.

Note: Your company may have additional required fields specific to

your Profile configuration that must be populated to submit this

request in addition to the fields listed below.

Contacts Tab

• Company Information or Vehicle Owner First and Last Name

• Vehicle Owner Zip Code

Note: The Vehicle Owner zip code +4 is required for fee

calculation. If the Vehicle Owner’s full address and 5-digit zip

code is entered in the Contacts tab, the system will attempt to

auto-populate the +4 zip code after the valuation request is

submitted on the Total Loss Tab. If the +4 zip code is able to be

auto-populated by the system, it will display within the MVR but

will not display within the Contacts or Total Loss tab. The

Vehicle Owner zip code +4 is not required for valuation

submission. If the Vehicle Owner zip code +4 is not populated,

fees will not be calculated for the valuation request.

• Adjuster or Estimator First and Last Name

Insurance Tab

• Claim Number

• Type of Loss

• Loss Date

Vehicle > Description Tab

• VIN (or enter UNK if unknown), Year, Make, Model, Body Style,

Engine, and Odometer

Vehicle > Options Tab

• Transmission

Total Loss Tab

• Valuation User ID (Displayed in Request Details field)

Note: This is edited via Configuration > Profile > Valuation User

ID

These fields are required to submit a valuation request. Once entered,

you can write an estimate or submit a total loss request. If no estimate

is required, you can advance directly to the Total Loss tab.

Continued on next page

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®

is a trademark of CCC Intelligent Solutions Inc. 3

How to Create a PPV Valuation Request in CCC® Estimating – CCC

ONE® Valuation - Fee Calculator Services, Continued

Submit a

Valuation

Request

Follow the steps below to submit a valuation request:

Step

Action

1

Begin by creating an estimate in CCC® Estimating. Ensure all

fields listed in the previous section are populated as these are

required in order to submit a valuation request. Once the

Estimate is created and populated appropriately, advance to

Step 2. If no estimate is required, advance to Step 2.

2

Open the Total Loss tab.

3

The REQUEST DETAILS field should automatically default to

your CCC ONE® Valuation User ID. If needed, select another

User ID from the drop-down menu.

Note: This field is required in order to submit the valuation

request. This is edited via Configuration > Profile > Valuation

User ID.

4

The Vehicle Zip Code is pre-populated with the Vehicle

Owner’s Zip Code entered on the Contacts tab.

5

Specify the Tax Type/Rate % from the drop-down menu. The

default is Auto Tax. To manually override this, select User Tax

Rate and enter the Tax Rate % in the corresponding text box.

6

Enter any applicable information in the Instructions field.

Note: Entering text in this field will prevent the valuation from

being completed instantly. It will be completed manually.

Continued on next page

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3

4

5

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®

is a trademark of CCC Intelligent Solutions Inc. 4

How to Create a PPV Valuation Request in CCC® Estimating – CCC

ONE® Valuation - Fee Calculator Services, Continued

Submit a

Valuation

Request,

continued

Step

Action

7

Select each Vehicle Condition section (Ex. Mechanical,

Body/Glass, Paint, etc.) from the left column to specify its

condition rating.

8

Select the appropriate Condition rating for each section

according to your company’s guidelines and add any

appropriate notes.

Note: A description of each condition definition for each

section is displayed here. The condition ratings used by your

company may differ from those shown in the screenshot

below.

9

When finished populating the condition ratings, open the

Refurbishments screen.

Continued on next page

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8

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®

is a trademark of CCC Intelligent Solutions Inc. 5

How to Create a PPV Valuation Request in CCC® Estimating – CCC

ONE® Valuation - Fee Calculator Services, Continued

Submit a

Valuation

Request,

continued

Step

Action

10

Add any appropriate Refurbishments information, including

Price, Date, Type, Mileage, and Description. Enter text and

select items from the drop-lists as needed.

Note: If any After Factory Options are added, the valuation will

be processed manually.

11

When finished entering the condition ratings and

Refurbishment information, click Valuation Request to return

to the original request screen.

12

If any adjustments such as DMV fees or prior damage need to

be added, use the Click here hyperlink above the Vehicle Zip

Code to enter the adjustments on the Settlements >

Adjustments tab. When finished, click the Total Loss tab to

return to this screen.

13

Select Yes or No for the Leased Vehicle, Third Party, and Use

Deductible as Adjustment fields.

Note: A Deductible can be entered on the Insurance tab.

Continued on next page

10

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®

is a trademark of CCC Intelligent Solutions Inc. 6

How to Create a PPV Valuation Request in CCC® Estimating – CCC

ONE® Valuation - Fee Calculator Services, Continued

Submit a

Valuation

Request,

continued

Step

Action

14

When submitting a valuation request via CCC® Estimating the

user has the ability to denote the appropriate Fee Calculator

selections. Reference the appropriate information below,

specific to the version of CCC® Estimating you are using.

Version 1.8.5 and above: Page 6

Version 1.8.4: Page 7

CCC® Estimating Version 1.8.5 and above:

A. Click the Fee Calculator field or pencil icon.

B. A Fee Calculator pop-up appears. Populate the fields as

appropriate.

Depending upon vehicle selection, location selection, and company

preferences, the fields that may display in the Fee Calculator pop-up

include: Salvage Retained By, License Plates Are, Registration

Expiration Date, Plate Type, Plate Numbering, No. of Plates, Owner Age,

Usage Type, Veteran Status, Registration Term (in months), Enrolled in

Oregon, Seating Capacity, Curb Weight, Gross Weight, MSRP, City MPG,

Combined MPG, License Plate Number, Wholesale Value, Vehicle

License Fee Paid, Vehicle License Fee Processing Date, Lien Present.

C. When finished populating, click OK.

Continue to Page 8.

Continued on next page

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®

is a trademark of CCC Intelligent Solutions Inc. 7

How to Create a PPV Valuation Request in CCC® Estimating – CCC

ONE® Valuation - Fee Calculator Services, Continued

Submit a

Valuation

Request,

continued

CCC® Estimating Version 1.8.4:

Note: During the configuration process for Fee Calculator, companies

that have contracted for Fee Calculator may configure fee input preset

values for applicable states. These input presets will be used, if

applicable, when calculating fees for valuation requests. For additional

information about the carrier-defined fee input preset values used in

CCC® Estimating version 1.8.4, please reference the Fee Calculator

Services – Fee Input Preset Values Job Aid.

The user has the ability to denote the appropriate selections within the

prompts:

I. Registration Expires: Enter the date when the registration will

expire by typing it in or by using the calendar picker function.

II. License Plate Status: Select if the License Plates Are:

Transferable: License Plates are available to be transferred

from the loss vehicle to a replacement vehicle for this claim.

-or-

Non-Transferable: License Plates are unavailable to be

transferred from the loss vehicle to a replacement vehicle

for this claim using the drop-down menu.

Note: Default value may be configured by Carrier. In such

case, the adjuster should review and confirm the default

setting is appropriate for the given claim.

III. Salvage Retention: Select if the Salvage is Retained By the

Carrier or Owner using the drop-down menu.

Note: Default value may be configured by Carrier. In such

case, the adjuster should review and confirm the default

setting is appropriate for the given claim.

Note: Review the Market Valuation Report to view the fee details. If fee

edits are needed, this can be accomplished via submitting a Post

Valuation Change Request.

Continue to Page 8.

Continued on next page

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C

B

CCC

®

is a trademark of CCC Intelligent Solutions Inc. 8

How to Create a PPV Valuation Request in CCC® Estimating – CCC

ONE® Valuation - Fee Calculator Services, Continued

Submit a

Valuation

Request,

continued

Step

Action

15

Enter any Valuation request notes.

16

Once all items are completed, click Request to submit the

valuation request.

17

The status on the workfile changes to Processing, and then

Valued once the valuation has been returned.

Note: This may take a few minutes to process.

18

When the valuation is returned, the Total Loss tab will display

the:

• Value of the Total Loss

• Request ID #

• Date Valued

• Market Valuation Summary Report (Summary link)

• Market Valuation Report (Detail link)

Note: Sections within the valuation request will be grayed out

because they are not editable. Click the Summary link to open

the Market Valuation Summary Report. Click the Detail link to

open the Market Valuation Report (MVR). These reports can be

saved and added as attachments within the Attachments tab.

Continued on next page

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CCC

®

is a trademark of CCC Intelligent Solutions Inc. 9

How to Create a PPV Valuation Request in CCC® Estimating – CCC

ONE® Valuation - Fee Calculator Services, Continued

Existing

Valuation

Section

You may need to contact CCC® to:

• Modify a submitted Valuation Request

• Handle a valuation request manually

• Retrieve a Valuation ID # for request submitted via the CCC

Portal

In the instances listed above, a separate Valuation request and

Valuation ID will be created. Use the Existing Valuation section of the

Total Loss tab to enter the Valuation ID from the request, and pull the

Valuation Report Data, including the Market Valuation Summary Report

and Market Valuation report, into the Workfile.

Follow the steps below to use the Existing Valuation section:

Step

Action

1

Open the Total Loss tab within the workfile.

2

In the EXISTING VALUATION section, enter the Valuation ID#,

then click Find.

3

If a valid Valuation ID is found, the valuation information,

including the Market Valuation Summary Report and Market

Valuation Report will replace any existing valuation request

information in the Total Loss tab. The Valuation ID # is saved

to the workfile and used going forward.