They may work within the same department, but the pilot should not allow producers to mark their own work as accepted without review.
Use the following contact plan before buying additional software or recruiting a large team.
| Contact | What to request | Required output |
|---|---|---|
| Head of Property Claims | Named sponsor, business objective, permitted scope and escalation authority | Signed charter and funding decision |
| Technical claims/estimating leader | Current estimating guidance, material-error definitions and representative examples | Acceptance rubric and technical escalation matrix |
| Claims operations and finance | File volumes, invoices, payroll allocations, review effort, backlog and correction records | Baseline and cost dictionary |
| Inspection-network manager | Input requirements, current partner agreements and recurring evidence gaps | Common inspection hand-off specification |
| Claims counsel and licensing team | State-by-state review of actual activities and authority | Licensing and claims-obligation matrix |
| Enterprise architect and claims-system owner | Existing interfaces, security patterns, environments and release constraints | Approved integration design |
| Security, privacy and records teams | Permitted data uses, access, retention, incident and deletion requirements | Data-flow and control approval |
| HR and learning team | Role profiles, internal redeployment options and practical assessment process | Staffing and training plan |
| Estimating-platform account team | Seat rights, workflow entitlements, training, interface access and charges | Written commercial and technical confirmation |
For Verisk integrations, contact the existing account team or Partner Ecosystem specialists before development. Verisk’s field-inspection documentation explicitly says API availability, workflow permissions and billing depend on the agreement and approved entitlements. A working demonstration is not evidence that your organisation has the same rights. (developerportal.verisk.com)
For Cotality, ask the account team to identify the applicable organisation type, user licence and transaction structure. Its pricing documentation distinguishes these factors and explains that existing custom agreements may follow different renewal arrangements. (symbilitysolutions.freshdesk.com)
Sources cited on this page
- developerportal.verisk.comdeveloperportal.verisk.com
- symbilitysolutions.freshdesk.comsymbilitysolutions.freshdesk.com