Industry Solution

Agentic Survey, Settlement &
Operational Management

An End-to-End Intelligent System for Insurance Surveys, Reporting, and Operational Control.

Request Demo

Executive Overview

This platform is an agentic, workflow-driven software system designed to manage the complete insurance survey lifecycle — from the initial incident or survey request to the final report, settlement, and operational closure.

Beyond surveys and reporting, the platform also manages operational and commercial activities associated with surveys, including invoicing, receivables, and payment coordination between insurers and workshops.

Unlike traditional systems that merely store documents or facilitate manual coordination, this platform actively controls the process. It captures structured data, stores all uploaded items directly in the database, generates reports automatically, guides surveyors through multiple visits, manages financial workflows related to survey fees, and supports insurers in making faster, more reliable decisions.

The system functions as a digital survey manager and operational coordinator, orchestrating inspections, documentation, reporting, approvals, invoicing, and communication through intelligent workflows and AI-assisted logic.

End-to-End Lifecycle Control

  • Incident-based surveys (accident, theft, damage)
  • Re-inspections and follow-up visits
  • Pre-insurance and verification surveys
  • Final assessment and settlement reporting
  • Operational and financial closure of survey cases

Structured Data & Secure Storage

Stored directly in the database, ensuring complete traceability and audit readiness:

  • Survey records and inspection data
  • Uploaded photos and Police FIRs
  • Generated reports and approvals
  • Status changes, remarks, and audit logs

Multi-Visit Survey Management

Handles multiple visits seamlessly as part of the same survey case:

  • Initial & Re-inspections
  • Workshop & Verification visits
  • Captures visit-specific evidence
  • Feeds into decision & invoicing workflows

Automated Reporting

At predefined stages, the system automatically:

  • Generates structured reports (preliminary, final)
  • Populates fields from stored data
  • Sends reports via email
  • Requests approvals to proceed

Decision-Driven Workflow Paths

Routes surveys appropriately based on evidence:

  • Repair/Workshop: Assessment, coordination, approvals.
  • Total Loss: Damage eval, settlement proposals.
  • Theft: FIR verification, multi-language support.

AI-Assisted Assessment

Assists surveyors and insurers (not replace them):

  • Analyze visible damage from photos
  • Identify affected areas & severity patterns
  • Propose settlement paths
  • Generate structured damage summaries

Agentic Control & Surveyor Guidance

The defining characteristic of the platform is its agentic behavior. The software behaves as an active operational agent, not a passive data repository.

  • Context Aware Understands the current stage of each survey and determines required next actions.
  • Active Guidance Guides surveyors through inspections and uploads, preventing deviations or missing steps.
  • Automated Triggers Triggers reports, approvals, and communications automatically based on workflow state.

Invoicing, Receivables & Payments

Manages operational financial processes related to survey execution.

Survey Fee Invoicing

  • Auto-generates invoices linked to cases
  • Tracks fees receivable from insurers
  • Maintains settlement history

Payment & Cheque Handling

  • Track cheque receipts and handover to workshops
  • Maintains full auditability of payment movements
  • Supports cases where insurers pay workshops directly

Value for Stakeholders

Delivering measurable efficiency and clarity across the entire insurance value chain.

For Insurers

  • Faster, structured survey outcomes
  • Standardized and auditable data
  • Reduced operational risk
  • Clear visibility into settlements & payments
  • Improved communication with all parties

For Survey Firms

  • End-to-end operational control
  • Reduced manual documentation
  • Integrated invoicing & receivables
  • Clear accountability across payments
  • Scalable, standardized operations

For Surveyors

  • Guided inspections and workflows
  • Minimal administrative burden
  • Clear instructions and next steps
  • Mobile-first, field-ready experience
  • AI-based chat & voice guidance support
l>