Valuation for insurersIn daily use
Valuation platform with AI
The old valuation program could no longer be adapted and instructions were retyped. Now one platform supports the entire process: instruction, scheduling, inspection, report, invoice and revaluation.
- Client
- Valuation firm for buildings, business contents and household contents
- Users
- Valuers, back office and intermediaries
- Size
- Team of about ten people
What the system does
Clients and intermediaries submit instructions through their own portal, as a scan or digital form. The AI also reads handwritten forms. An employee checks and confirms, after which the case file is created.
Valuers work on phone, tablet or laptop, also without a connection. Rooms and buildings can be dictated and the platform turns that into line items. No work is lost when synchronising.
Reports are produced in the firm’s own Word templates. The platform calculates totals and amounts without AI, so every outcome can be reproduced.
What the platform covers
The platform fully replaces the old valuation program and supports every step, from the first request to the revaluation years later.
- A portal for clients and intermediaries, with a personal sign-up link per intermediary
- Scanned and handwritten instruction forms read automatically, with the original alongside for checking
- Instructions signed digitally through a personal link
- Telephone intake transcribed and turned into a draft instruction
- A planning board with availability, working hours and qualifications per valuer
- Scheduling suggestions per week or per instruction, for the planner to approve
- Travel times based on actual routes
- Follow-up of provisional appointments and a personal daily overview per employee
- Works offline on phone, tablet and laptop; unsynchronised work is stored encrypted
- Inspection of buildings with rebuild and foundation value, and of contents per building, floor and room
- Rooms and buildings dictated instead of typed
- Photos per inspection, with a choice of which appear in the report
- Property data from the national land registry and address checks against the official address register
- Price research first in the firm’s own archive, then in external sources, always with sources
- A signal when a suggested price deviates strongly from the firm’s own archive
- Management of codes, rates and the annual price update
- Reports for buildings, business contents and household contents in the firm’s own Word templates, with a PDF for the client
- Draft versions with a watermark and a full version history
- Templates managed by the firm itself, with a preview before activation
- Totals and amounts calculated without AI, with automated checks on the calculation rules
- Quotes for one or more locations, with the terms and conditions attached
- Invoices with the rate from the instruction or the rate table, automatic numbering and payment reminders
- Revenue overviews per intermediary, type of valuation and valuer
- Monitoring of the validity of every valuation, with a signal three months ahead
- Revaluation proposals grouped per owner, with the client’s digital approval
- Relationship management linked to the Dutch business register
- Email that lands in the right case file automatically
- Sign-in with Microsoft 365, and two-factor authentication for administration
- Roles and permissions, enforced down to the database
- An audit log that cannot be altered, including every AI suggestion and the decision on it
- Support for access requests, anonymisation and retention periods for personal data
Before and after
Before
A program on an office server that could no longer be adapted, with a lot of manual work around it.
Now
One platform for the entire process, with AI that reads, researches and transcribes.
- Before: Retyping instructions
Instructions mostly arrived on paper and were entered by hand.
- Now, with AI: The AI reads instructions
Handwritten forms too. An employee checks and confirms.
- Before: Case files back and forth
Case files were moved by hand from the server to the tablet and back.
- Now: On-site inspection
On a phone or tablet, also without a connection. No work is lost.
- Before: Tracking revaluations in Excel
The team kept track of expiring valuations itself.
- Now: Revaluations in view on time
A valuation that is about to expire appears three months ahead.
- Before: Reports from a fixed program
The program could no longer be adapted to the firm’s way of working.
- Now: Reports in the firm’s own templates
Calculations deliberately run without AI, so every amount can be verified.
What else the AI does
The AI makes proposals and an employee decides. Every proposal is logged together with that decision.
- Now, with AI: Price research with sources
The AI searches the firm’s own archive first, then externally, and attaches the source.
- Now, with AI: Dictating instead of typing
The valuer dictates a room and the AI turns it into line items.
- Now, with AI: From phone call to instruction
A phone intake is transcribed and prepared as a draft instruction.
The end result
One platform for the entire valuation process
Instruction, scheduling, inspection, research, report, invoice and revaluation run through one system, with the full history in it. Valuers work on site even without a connection, calculations are verifiable and every decision can be traced in the audit log.
Does your team also work with a program that cannot keep up, or retype instructions?
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.