"Separate the collision customer, insurer and rental contact in your CRM"
"Source","https://bluefinchadvisors.com/blog/separate-the-collision-customer-insurer-and-rental-contact-in-your-crm"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Repair reference","Actual communication role","Question or decision purpose","Role and routing evidence reference","Internal answer owner","Internal review date","Next routing or source action","Missing required fields"
"RO-B17","Recorded-customer-decision-contact","Review the current customer scope question","Decision-contact-review-17","Estimator-A","2026-10-16","Confirm the current source before routing the question","None"
"RO-B22","Rental-coordination-contact-under-review","Find the actual next delivery update","","Advisor-role","2026-10-17","Review the authorized role and current update evidence","Role and routing evidence reference"

"Use this worksheet"
"Fictional examples. Use internal codes, not customer, claim or vehicle personal information."
"Filled fields need review against authorized source records."
"No message, authorization, repair release, website change or CRM update occurs."
"Reload clears changes. Download to approved business storage."

"Sources"
"California BAR: State-specific repair documentation and customer authorization","https://www.bar.ca.gov/wir"
"HubSpot: Task owners, due dates and associated records","https://knowledge.hubspot.com/tasks/create-tasks"
"BlueFinch: Owner dashboard scope and connected-source limits","https://bluefinchadvisors.com/toolbox/business-dashboard"