Claims assistant
Step-by-step guidance on documents and rules for each claim type, from your latest policy wording.
Banking and insurance · Field agents
Claims surveyor checklist
Surveyors at a farm or accident site check what to photograph and record before they leave.
- Phone
- Works offline
Phone assistantOn this device · no internet needed
What photos do I need for a crop damage claim?
All four corners of the field, close-ups of damaged plants and one photo with the survey marker, per the claims guide.
Do I need the farmer’s signature on site?
Yes. The survey form needs the claimant’s signature or thumb impression before you leave, per the claims guide section 3.
What if the field is still flooded?
Record the water level with a photo against the survey marker and note the date. A follow-up survey is allowed after the water recedes.
The problem
A missing photo or reading means a second visit, often a long drive to a remote site. Requirements differ by claim type and product, and change with each claims guide. Surveyors often have no signal on the farm or at the roadside to check.
Who uses it
Claims surveyors and loss assessors on site visits, on their work phone.
What you train it on
- Claims guides
- Survey checklists
- Photo and evidence requirements
- Assessment rules
How it works on the device
- 1
Trained on your claims guides
Survey checklists, photo requirements and assessment rules for each claim type.
- 2
Checklist on site
The surveyor asks what is needed and works through the checklist before leaving.
- 3
Kept current
Revised claims guides reach every surveyor in the next update.
Why it runs on the device
One visit, complete evidence
Surveyors leave with everything the claim needs.
Works at remote sites
No signal needed for the checklist.
Consistent surveys
Every surveyor follows the same guide.
Questions
No. It tells the surveyor what to record. The assessment is made by your surveyor and claims team.
With your claims system connected as a tool, photos and notes can be submitted when the phone is online.
Yes, if you include the motor claims guide.
Related use cases
All use casesPut AI where your work happens.
Pick one team and one use case. We’ll have it running on your own devices in weeks.