As an independent adjuster new to Symbility you will first need to create an account for yourself on Symbility Claims Connect.
The following guide describes how to:
1) Sign up for a Symbility account (Claims Connect/Mobile Claims)
2) Download and install Mobile Claims
3) Fully activate your account
You may sign up and register as a Trial Member and test out the software, but it is only after you have completed these three steps that you can begin receiving claims from independent adjusting companies or insurance companies.
Note: You will need to be connected to the Internet to create your account.
Ensure that you are in the correct region by selecting the flag for your country from the drop-down list.
Note: we can't change regions later, so be sure to select the correct one! The page will refresh before you can continue.
2. At the bottom of the login window, click on the link that reads Don’t have a Symbility account? Here is how.
3. Click SELECT below the Independent adjuster or Adjusting firm section.
Which option should I 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 Symbility's independent adjuster users and have a maximum on billed claims of $180 per month. (Third-party orders placed via the software, such as SkyMeasure roof reports, are not included in this maximum.)
Choose Small Firm if:
- Your company has multiple adjusters who will be working in Symbility - and you will need to add multiple user accounts.
- You may need access to our reporting tools to keep track of your work in the software.
Choose the option that best suits your business and click TRY IT FOR FREE. If you have questions about which option is best for your company, or would like assistance setting up your account please contact the Symbility Account Specialists at 888-579-8053 option 2 or at firstname.lastname@example.org.
When you click “TRY IT FOR FREE”, it will take you to the “FORM OF END USER LICENSE AGREEMENT” page - Symbility's license agreement.
Read the license agreement and click on I Agree.
5. Complete the Contact Information and click on NEXT. Fields marked with an asterisk (*) are mandatory.
Note: if you need to change this information, it is possible to do so at a later date (ie, if you need to provide a Tax ID Number.)
6. Select the Company preferences and click on NEXT. This information can also be adjusted by you at any time.
7. Complete the Admin account information and click on FINISH. Fields marked with an asterisk (*) are mandatory. First name, last name and e-mail are pre-filled from the company contact information, but may be changed.
Note: When choosing a password, please remember that it must be at least 8 characters long. It must also contain characters from 3 of these 4 categories:
► Uppercase letters
► Lowercase letters
► Symbols ($@#!...)
A registration validation email will be sent to the email address entered for the Administrator account so please double-check to make sure that you have typed it correctly.
8. Click on Log on to Symbility Claims Connect to be taken to the login page. Sign in with your final username and password.
Download and Install Mobile Claims
At this point your account has been created, you've logged in, and you will then need to download Mobile Claims. You can do this by clicking the Download Mobile Claims. The link will lead you to the page to download Symbility Mobile Claims.
Note: if you're a Mac user, it's possible to use Symbility in Windows if you dual-boot, but there is no standalone application for Mac. For more information see: https://support.apple.com/boot-camp
click on your name in the upper-right to open the selection and then click Download Mobile Claims.
Or click on the hamburger menu in the top left and then click on your name. You will see Download Mobile Claims link.
Follow the instructions for installation and when completed, double-click on the Mobile Claims icon that will be created on your desktop. Use the same login ID and password you created when you set up your account. As a Trial Member, you will be able to create temporary claims and diagrams to test the software, and you will not be able to print claims or receive assignments. We recommend starting by viewing our Webinars and Virtual Training videos!
How to fully activate your Account
As noted above, when you first create your account you will be a Trial Member and will only be able to create temporary claims and will not be able to print claims or receive assignments until you fully activate your account.
You may wish to activate your account right away - for example, if a company will be sending you assignments in the near future or if users from your company are planning to attend a Symbility Training class or event.
To activate the account credit card information must be entered. Follow these steps to fully activate your account:
1. Close down Mobile Claims.
2. Log into Claim Connect and click on TRIAL MEMBERSHIP CLICK HERE TO BECOME A FULL MEMBER
3. On the Billing page enter the email address to which invoices would be sent and the credit card information, then click Submit.. The address for the credit card must match the billing address on file with your credit card provider.
Invoices with your billed charges are generated automatically at the end of each month and will be charged to your credit card on file,
4. Now that you've completed these steps you will have a fully functioning Mobile Claims and Claims Connect, and are ready to be added as a vendor by the network or carrier you are working for. The company you're working with may request your unique Symbility ID - click here to learn how to view the Symbility ID.
If you have questions or would like assistance setting up your account please click here to contact Symbility Customer Care.
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