Video Tutorial
What This Tutorial Covers
This training shows you how to add:
An Insurance Company
A Branch
An Adjuster assigned to that branch
You’ll also learn the faster method for adding adjusters when the company and branch already exist.
How It Works (Summary of Video Flow)
1. Add an Insurance Company
Go to Admin → Insurance Companies
From the Action Menu, select Add New Insurance Company
Enter basic required details (name, address, postal code)
Optional: phone, fax, general email
Ignore pricing fields and LKQ settings
Click Insert
2. Add a Branch
Select the newly created insurance company
Open the Branch Details tab
From the Action Menu, choose Add New Branch
Enter a branch name
Click Insert
3. Add an Adjuster
Select the branch
Open Adjuster Details
From the Action Menu, select Add New Adjuster
Enter adjuster information (name, email, contact details)
Ignore pricing, notes, and optional system settings
Choose whether to send an automatic welcome email (recommended: send later)
Click Insert
Fast Method: Add an Adjuster Only
If the insurance company and branch already exist:
Go to Insurance Adjusters
Select Add New Adjuster
Begin typing the adjuster name
Choose the existing parent company and branch
Or create a new branch on the fly using the orange + icons
This is the quickest path when only an adjuster needs to be added.
Why This Matters
Correct setup ensures:
Adjusters can access the Adjuster Portal
Your team can assign non-salvage inventory for online valuation review
Reports are routed to the right contacts automatically
Your administrative workflow remains organized and accurate