Loss report drafter
Super Agent · YP
Turns site notes and photos into a draft report in the insurer’s format.
After each visit · ran 39m ago
Run nowInsurance
Site notes into the adjuster’s report
Turns the loss adjuster’s site notes, photos and measurements into a draft report in the insurer’s format. Your loss adjuster reviews, completes and signs it.
×
When
When a site visit is logged
Systems
Claims systemSharePointExcelOutlook
SharePointExcelOutlookMode
Drafts only. Your loss adjuster signs every report
Problem
After a site visit, the adjuster has notes, photos, measurements and repair quotes. Writing them up in the insurer’s report format, with circumstances, cause, damage and quantum in the right sections, is done by hand for every claim.
What it does
YP reads the site notes, photos and claim file and drafts the report in the insurer’s template. Each statement links to the note, photo or document it came from. Where the notes are silent, the section is left open for the adjuster.
How it works
See exactly how the work gets done.
Work on the report starts after the site visit. The run starts when notes and photos are added to the claim file.
The draft report follows the insurer’s template. Its sections and headings are taken from each insurer’s own report format.
YP writes the report from your adjuster’s notes. Circumstances, cause, damage and quantum are written from those notes and the documents on file, and nothing is added that is not there.
The photos are added to the report. Each photo is captioned and placed next to the finding that it supports.
Your loss adjuster signs every report. The adjuster first reviews the draft and completes the open sections, and no report reaches an insurer without their sign-off.
The outcome
Your adjusters review and sign instead of typing up reports. Every line in the report points to the evidence.
01
1 report per visit
In each insurer’s own template
02
Every photo captioned
And placed next to the finding it supports
03
Loss adjuster signs
Every report, after completing the open sections
For your numbers
YP drafts each report from the site notes and photos, so your loss adjusters handle more claims and insurers get reports sooner.
How it runs
Designed for enterprise.
Private
Runs on your infrastructure. Drawings, prices, client and claims data never train a model.
Explainable
Not a black box. An AI auditor checks that every task was done as intended and proposes improvements.
Traceable
Every value links to the document, rule or record it came from. Every step is logged. A named person approves anything that leaves the building.
Your systems
Works in your ERP, CargoWise, policy system, GIS and file shares. Nothing is replaced.
Not sure where to start?
Put AI to work on your most complex workflows.
More Insurance use cases
InsuranceSee use case
From broker submission to risk file
Reads the broker’s email and attachments, builds the risk file in your policy system and drafts the request for what is missing.
×
InsuranceSee use case
Draft quote and policy documents
From a complete risk file to a draft quote and policy documents, rated with your own rater. Your underwriter signs off.
×
InsuranceSee use case
Monthly bordereaux per insurer
Builds each insurer’s monthly risk, premium and claims bordereaux from your systems, checked and reconciled before your analyst submits.
×