Insurance Rates
Learn how to use NAGS rate profiles, learn how to create or change a NAGS rate profile. Also learn how to change the default NAGS rate profile for each insurance company.
Last updated
Learn how to use NAGS rate profiles, learn how to create or change a NAGS rate profile. Also learn how to change the default NAGS rate profile for each insurance company.
Last updated
For almost all insurance companies you will want to create a NAGS rate profile and set that rate profile as the insurance company's default. Follow these steps.
Select the insurance profile you would like to work with and click the pencil icon on the top right.
Once the insurance profile is open, click on the "shop settings" tab. Here you will see the "default NAGS pricing" dropdown. Here you can select whatever pricing profile you would like to be the default for this insurance company.
If you don't already have a pricing profile that is accurate for this insurance customer, you will have to create one.
To create a new pricing profile click "add new" at the bottom of the dropdown. See picture above.
So you don't already have a rate profile ready to go. Let's create one. Click on the "add new" in the dropdown. A small popup will open and you can enter the rates as shown on your dispatch.
First select a name for this profile. Generally, the name will be auto populated for you with the insurance name, so that's easy.
Next, add your discounts, labor, chip pricing and recalibration amounts. These can be found easily on your Lynx or Safelite dispatch. However, no matter what company is sending a dispatch, the rates are generally easy to figure out. Click here to learn how to read a Lynx or Safelite dispatch.
When you're finished click save. Boom you've just created a rate profile. DO NOT forget to also click save on the insurance profile after clicking save on the rate profile. Now, every time you use an insurance company on a job, the rates will be automatically updated for you!
For convenience the NAGS rates for a job are updated automatically when you select an insurance company (since you're an expert and know how to create and set the NAGS rate profiles).
The rates are also visible when you do a job, this allows you to quickly verify that rates are correct for that job.
However, a common misperception is that if you adjust the rate ON THE JOB, that it will also update it for the rate profile. That is not the case. If you change the rates on a job only that job is affected. If you need to change the rate profile going forward, open the insurance profile, click the "shop settings" tab, click "edit", and adjust the rates just like when you were creating a new rate profile.
Now you're an Expert on insurance job pricing!