Loss assessmentIn daily use
Loss assessment: one case file from the first email
Reports only came together at the end, from loose emails, PDFs and folders. Now the case file grows from the first email: the platform gathers the facts with their sources and prepares the work, while the expert reviews and decides.
- Client
- Independent loss assessment firm
- Works for
- Insurers, underwriting agents and intermediaries
- Users
- Experts and management
What the system does
New instructions are collected from the shared mailbox and assessed on sender, client and completeness. Once assigned, the case file, its number and the draft confirmation are created in a single action.
Vehicle data and recalls from the national vehicle registry’s open data, price research in the firm’s own archive and then externally, and fact checks based on fixed rules. Every finding states its source.
The AI only makes suggestions. Outgoing email is always prepared as a draft first, a final report is locked and the audit log records who confirmed what.
What the platform covers
The platform supports the full work of a loss assessment firm, from the first email to the invoice and management reporting.
- New email collected automatically from the shared mailbox
- Every email assessed on sender, client and completeness, with urgent and injury cases flagged
- Email linked to the right case file on identifiers such as claim number and licence plate
- Confirmations, rejections and report dispatch always prepared as drafts, and sent only after approval
- Case files with fixed numbering following the firm’s own system
- A personal daily overview of new instructions, open confirmations and pending requests
- Task lists that adapt to the type of loss and the state of the case file
- Deadline monitoring, postponement and cover by a colleague
- Vehicle data and recalls from the national registry’s open data, with an odometer assessment
- Price research in the firm’s own archive and then externally, with current and replacement value
- Line-by-line review of repair invoices
- Fact checks and policy rules, such as the two-thirds rule, as fixed calculations without AI
- Dictation on site, worked out into a log entry with suggestions for the case file
- Works without a connection; work is sent as soon as there is coverage again
- Photos taken straight from the app, organised by source and type
- Videos shared through a secure link, with every opening recorded
- Report types with mandatory sections; without them a report cannot be finalised
- Text suggestions for the report at every point of contact
- A review assistant that flags missing substantiation and unclear wording
- Export to Word with automatic photo placement and numbered appendices, and the loss calculation in Excel
- Deeds such as appointment of experts, assignment and final discharge, filled from the case file
- Interim reports and digital questionnaires, including for fire damage
- Repair invoices read as a suggestion for the loss calculation
- Time registration per case file, with a reminder when leaving a case file
- Invoices and interim invoices from the case data; a sent invoice is locked
- Management reporting on billable hours, lead times, work in progress and annual targets
- A status link that lets the client follow the progress of the case file
- Sign-in with Microsoft and two-factor authentication
- Roles and permissions, enforced down to the database
- An audit log in which every change creates a new version and AI text is recorded only after confirmation
- Capped AI costs with an emergency stop; without AI the platform keeps working on fixed rules
Before and after
Before
The case file only came together at the end, from loose emails, PDFs and folders.
Now
The case file grows from the first email. The AI prepares, the expert decides.
- Before: Instructions in the mailbox
Every instruction was read, assessed and assigned by hand.
- Now, with AI: The AI assesses every email
On sender, client and completeness, with urgent cases flagged.
- Before: Case file and confirmation by hand
Number, confirmation and log were kept manually.
- Now: Case file in a single action
Case file, number and draft confirmation are created together.
- Before: Gathering the facts
Data and prices had to be looked up again for every case file.
- Now, with AI: The AI looks up the facts
Data and prices are in the case file, with the source attached.
- Before: Report only at the end
It was compiled afterwards, and almost every assessment went through management.
- Now: The expert decides
The report grows with the case file. Nothing leaves unseen.
What else the AI does
The AI only makes proposals. Text written by the AI enters the case file only after the expert has confirmed it.
- Now, with AI: Dictating on site
The expert dictates the findings and gets back a worked-out note with proposals.
- Now, with AI: Text suggestions for the report
At every contact moment the AI prepares a suggestion.
- Now, with AI: The AI reviews the report
And flags missing substantiation and unclear wording.
The end result
One case file that grows from the first email
Intake, research, reporting, deeds, hours and invoicing are in one place. The platform does the gathering and searching and prepares suggestions with their sources. The expert no longer starts by searching and sorting, but with a case file in which the facts are already there, and makes every decision. No email leaves unseen.
Do instructions arrive by email at your firm too, with the case file only coming together at the end?
In a 10-minute intro call we look at whether a discovery day makes sense.
How we keep the risk small
- First an on-site discovery day, then a proposal with a fixed price per result.
- Every build round delivers working software. After each phase you decide whether we continue.
- AI makes suggestions with sources, your people decide. Your data stays yours and runs in the EU.
Free and without obligation.