As a new user of Cotality, you'll need to create an account for yourself or your organization on Claims Workspace. Keep in mind that a functioning Internet connection is necessary for this process. (this service is presently unavailable to clients in the UK)
The following guide describes how to:
1) Register a Cotality account (Claims Workspace/Claims Estimate)
2) Download and install Claims Estimate
3) Fully activate your account
You will first be registered as a Trial member, giving you the opportunity to test the software. However, you will only be listed on the Cotality network and able to accept claims and assignments from independent adjusting firms and insurance companies once your account is fully activated. As a Trial member, you can only generate temporary claims and diagrams, but you cannot print any claims or accept assignments.
Please be aware that for any temporary or training claim you generate, once you finish with the claim, you should change the status of the claim to “Closed (Invalid)” by the end of the calendar month to prevent being charged for this claim. If this is done later, a credit will be issued for upcoming claims. Here's the guide that explains how: How to mark a claim as Closed (Invalid) or Closed (Cancelled)
1) Register a Cotality account (Claims Workspace/Claims Estimate)
1. For customers in the US, please visit https://www.symbility.net/. If you are located in Canada, kindly go to https://ca.symbility.net/. For those in other countries, you can select your country using the drop-down menu located at the bottom-right corner of https://www.symbility.net/.
The company accounts created are specific to each country and cannot be changed afterward. Please make sure you are in the right country by choosing the appropriate flag for your country from the drop-down menu.
2. At the bottom of the login screen, click on “Don’t have a Claims Workspace account? Here’s how.”
3. For contractors, click on Service provider.
Keep in mind that the “Service Provider” category includes general contractors, restoration companies, water mitigation experts, property loss appraisers, and other related professions.
For independent adjuster, click on Independent adjuster or adjusting firm.
4. On the next page, if you are a contractor, select Local service provider.
Alternatively, if you are an independent adjuster, choose either Single user (1099) or Small firm, based on the type of account you need. Be sure to observe the distinctions between the Single user (1099) and Small firm categories, especially regarding the fees involved.
Which option should you choose?
Choose Single-User (1099) if:
- You are in business for yourself, working as a contractor/1099 for another IA firm or a carrier.
Single-User (1099) accounts are specially designed for Cotality's independent adjuster users and have a maximum on billed claims of $180 per month. You can have up to 3 users.
Choose Small Firm if:
- Your company has multiple adjusters who will be working in Cotality - and you will need to add multiple user accounts.
- You may need access to our reporting tools to keep track of your work in the software. You can have unlimited users.
If you fulfill any of the secondary conditions mentioned previously (large enterprise, multiple locations and employees, assigning tasks to other organizations, and reviewing estimates for other organizations, etc.), you can click on Service provider network (in the Service Provider section) to access the contact information to reach out to us.
If you represent a larger organization, manage a significant volume of claims, or have specific business requirements, please click on the Mid-large firm (in the Independent Adjuster section) section to find the contact information to connect with us.
5. Selecting the account type you would like to use will direct you to the FORM OF END USER LICENSE AGREEMENT (EULA). Please read the license agreement and click on I Agree at the bottom-right corner to continue.
6. Fill out the Contact Information section and click on NEXT at the bottom of the page.
This will serve as the main contact for the company account, including a phone number and email address for communication. Please note that fields marked with an asterisk (*) are required. For instance, the Tax ID Number is not required but may be provided if you wish. Keep in mind that this information can be altered in the Claims Workspace by an admin user account later in the account’s Company Information if there's a need to make updates.
Important: When entering company names, you cannot use the “/” symbol.
One aspect to watch out for is the Country and State/Province drop-down menus. Since they may refresh when changes are made, please verify that they are correct before selecting NEXT.
7. Check the Company preferences and modify them as needed. After you are done, click on NEXT. Similar to the Company information, you can change these preferences later on in Claims Workspace.
8. Lastly, you will find the page for creating the admin user account. The company account needs at least one administrator user account to be created to ensure full access and control over the company account.
This is the user account you will utilize to access the company account through Claims Workspace, as well as in Claims Estimate. The admin user also has the ability to create additional users from within Claims Workspace as needed.
Here’s the guide that explains how: Set up a new user in your company's account
After you have filled in the required information, including matching passwords, click on FINISH below to finalize the account creation process. The email address of the company contact (and admin user account) provided should receive a welcome email along with a registration confirmation email acknowledging the account creation.
2) Download and install Claims Estimate
Now that the company account and the admin user account within it have been set up, you can return to the Claims Workspace login page to log in with your newly created user account.
Upon entering, you'll typically be prompted to update the billing information to fully activate your account. While this is not mandatory, and you can continue using the account under the Trial status, full activation does require you to enter the billing information (refer to the next section).
In the upper-right corner, you should see the name you provided during the admin user account creation. Click on it to display the main drop-down menu, which includes most common menu options such as Company Information, Company Preferences, User Accounts, and Download Estimate. Additionally, take note of the chat box and the circle with the question mark next to the name in the top-right corner. These allow you to communicate with the technical support team and access help options, respectively.
Selecting Download Estimate will open the screen with the link to download to Windows Desktop (please note that Claims Estimate is not available for Mac OS, it's possible to use Claims Estimate on Mac if you have a Windows emulator, but there is no standalone application for Mac. For more information see: https://support.apple.com/boot-camp). A Claims Estimate app with limited functionality can also be found on Apple and Android app stores under the name Mobile Claims.
Follow the instructions to download and install Claims Estimate. Once installed, you can log in using your user account, the same one used for Claims Workspace. For more details on how to install Claims Estimate, click here.
3) Fully activate your account
To fully activate your account and to appear on the Cotality network, you will need to input your credit card* info in the billing information.
IMPORTANT: You are required to use a regular credit card for your billing details (Visa, American Express, Discover, and Mastercard are accepted), rather than a prepaid credit card or a debit card, as these payment methods are not permitted.
Please remember, a Trial account cannot accept assignments since the account is not visible to external companies, and it is also unable to print any claims while in Trial status. Note: To enroll in a training class, you must upgrade your company from a trial to an active membership. For further details, reach out to the training team by email.
You can access Billing through the same upper-right corner name menu, located under the Admin column. There is also an Invoices page which allows you to view the invoices and billed claims list. Invoices are generated automatically at the start of each month, and your card on file will be charged for the billed amount.
Once you are on the Billing screen, click on “Modify billing information” in the top-left section of the page and enter your credit card details. After it is saved and approved, your account will be fully activated. Please ensure that the information is complete and accurate to prevent any authentication issues.
Additionally, take note of the billing email section next to it. The billing email is where invoices are sent. This can also be modified as necessary.
Finally, to locate your Company ID (which is used to identify you on the Cotality platform and what you provide to other companies for identification), you can find this information in the drop-down menu under “Company Info”, click here to see how to find it.
All Set!
You are now equipped to utilize the Cotality software. Below are the contact details for our Claims Support Team along with links to Training resources.Reach Cotality Claims Support
If you are a new user, we suggest beginning with our Learning & Development website.
For any training requests (including virtual and onsite sessions), please reach out to our Training Department by email:
clctraining@cotality.com
Feel free to visit the Cotality Learning Community at any time to check out new training materials that are released monthly. Click here to register.
We appreciate your choice of Cotality!
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article