Insurance partners and submissions

Insurance in the sidebar has two tabs: Partners and Submissions.

Partners

Record the insurers you work with. Select Add Partner and enter the Company Name (required), an optional Code, the Contact Email (required), Phone and Website. Admins and owners can add, edit and delete partners.

Submissions

The Submissions tab tracks valuations sent to insurance partners, with a reference, the partner, the item, the value, a status and the date. Statuses are Pending, Submitted, Accepted, Rejected, Quote Received, Policy Issued and Cancelled.

Sending a valuation to an insurer

Only approved valuations can be sent, by staff, managers, admins and owners. Start from either place:

• The valuation: open it and select Send to insurer.
• Insurance: select New submission, then search for and choose the approved valuation.

Choose the partner, add any notes for the insurer, and select Send. Jewel Value creates the submission with its own reference (starting INS-) and emails the partner's contact address with that reference, the customer's name, email and phone, the item's title, category, description and value, and your notes. The submission then shows as Submitted on the Submissions tab.

If you haven't added a partner yet, the window says so and takes you to the Partners tab.

When a submission isn't sent

• If a partner has a minimum or maximum value set, a valuation outside that range is refused with the reason.
• If the email can't be sent, the submission is kept as Pending. Select the send button on its row in the Submissions tab to try again.

The email carries the valuation details, not the PDF certificate. If the insurer needs the certificate, download it from the valuation page and send it on.

Insurer requirements

Whether an insurer accepts a valuation depends on that insurer and the policy. Check their requirements before you send.