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Insurance and claims

A system for a company that handles insurance claim cases. You see the policyholder, the injured party, the inspection and the estimate in one case. You carry out the inspection on site, by video call or through the mobile app.
  • You record the client, region, product, policyholder and injured party
  • You assign an expert and an agreed time to the inspection
  • For a remote inspection, you schedule a video call and send an SMS
  • After the inspection, you record kilometers and order an estimate

Track all company processes

A case starts in the register with the client, policyholder and injured party. Next, you assign an inspection and order an estimate, appraisal or repair. At the end, billable work goes to upcoming invoices, and you see delayed cases separately.
Register

Register

In the register, you filter cases by client, case number, administrator, responsible person and status.

  • Policyholder and injured party names, cars, region and product in the list
  • Search also by phone or email
  • You see whether there is an estimate and whether the inspection was remote or via the mobile app
  • Urgent case flag, claim marked as justified or unjustified
Policyholder and injured party

Policyholder and injured party

For both, you record the name, plate number, two phone numbers and email.

  • Policyholder's incident date and deductible
  • Address on the map, and if it is inaccurate - city, street, house and apartment
  • Bank account number with its owner and their personal or company code, one marked as main
  • Vehicle linked to the case
Inspection

Inspection

For a new inspection, you mark whether it is billable and whether it is urgent.

  • Expert and agreed time, weekend and identified at-fault party flags
  • Extra amount for the expert and the client with an explanation
  • SMS to the client about the inspection
  • After the work - completed inspection flag, kilometers and reason
Remote inspection

Remote inspection

You pass the case to remote inspection with the claim number, planned date and contact phone.

  • SMS to the client with the video call date
  • The client agrees and starts the call
  • Screenshots during the call
  • The call recording is downloaded and moved to the case
Estimate

Estimate

For a new estimate, you mark whether it is billable and whether it goes onto the invoice.

  • Administration costs and an extra amount for the estimate expert with an explanation
  • Attached report and a flag when all information is received
  • You order the estimate during the inspection and rate it as good or bad
  • Names, codes and units of measure for defects and services
Appraisal and recourse

Appraisal and recourse

For an appraisal, you record the appraiser, price, status and a note.

  • Flag for whether the appraisal is billable and goes onto the invoice
  • Recourse specialist, recourse amount, agreed amount and status
  • Commission as a percentage and amount, next to it - the number in the client's system
  • For a takeover - who takes it over, status and a note
Repair and additional work

Repair and additional work

For a repair, you record the subcontractor, order date, subcontractor price and commission excluding VAT.

  • Work status, completion and purchase dates
  • For additional work - the service, how the subcontractor is paid and the amount for insurance excl. VAT
  • Description shown on the invoice, internal notes kept separately
Drying

Drying

You register dryers with their purchase date, responsible person and region.

  • Drying start, end, client, dryer and expert in the list
  • Drying linked to the case together with the inspection and estimate
Upcoming invoices and delays

Upcoming invoices and delays

For an upcoming invoice, you record the number, amount excluding VAT, responsible person, administrator and status.

  • You see whether the invoice to the client is already issued and record a postponement date
  • Separate upcoming invoices for repairs and additional work
  • Delayed cases shown separately with administrator and status
  • Delay email with a reason, or postponement until a date
Client view

Client view

The client sees their jobs with number, date, region and status.

  • Policyholder and injured party on each job
  • The client creates a new job with a planned number, region and task
  • Filter by policyholder or injured party name, address and car
  • The client reads and replies to comments in the same view

How the system benefits your business

The client sees the status of their jobs on their own, so you do not need to send it by email. You mark an estimate or appraisal as billable, and it goes onto the invoice.

Case

  • Register

    You find a case in the register by client, region, product or number.

  • Policyholder and injured party

    You see the contacts and cars of the policyholder and injured party in the case.

  • Client view

    The client sees their jobs on their own and replies to comments.

Inspection

  • Expert

    You assign an expert and time to the inspection and see the address on the map.

  • Remote

    You move screenshots from the video call into the case.

  • After the inspection

    After the inspection, you record kilometers and order the estimate right away.

Work and money

  • Estimate and appraisal

    Estimates and appraisals marked as billable go onto the invoice.

  • Repair and drying

    You see the subcontractor price, commission and work dates on the case.

  • Recourse and invoice

    You track recourse amounts and upcoming invoices by status.

System implementation

Procesas aiškus, paprastas ir greitas.
  1. 1

    System setup

    We set up the system to match your company's workflow and needs.

  2. 2

    Data import

    We securely transfer your existing customers and other data to the new system.

  3. 3

    Staff training

    We train your team to work with the system. Support is free.

  4. 4

    Support and optimization

    We provide support and updates. We help you improve your workflow in the system.

Companies that trust us:

Dažnai užduodami klausimai

Atsakymai į dažniausius klausimus apie CRM sistemą Jūsų sektoriui.

The name, car, contacts and address. For the policyholder, you also record the incident date and deductible. In the case, you also specify the client, region, product and object.

For a new inspection, you select the expert and the agreed time. There you also mark whether the inspection is billable and urgent. You send the client an SMS, and after the inspection you record kilometers and the reason.

Yes. You send the client an SMS with the video call date, and they agree and start the call. You download the screenshots and move them to the case.

When you mark it as billable and included in the invoice. You can order the estimate already during the inspection and assign an estimate expert.

Yes. For a repair, you record the subcontractor, price excluding VAT, commission and completion date. For drying - the dryer, start and end.

In the case. You record the specialist, the recourse and agreed amounts, and the commission percentage. Next to them, you specify the number in the client's system and, if needed, who takes over the case.

Yes. In the client view, they see the number, date, region and status of their jobs. They create a new job themselves and reply to comments in the same view.
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