AI-assisted claims & survey workflow
Work smarter.
Work smarter.
Assess faster.
Stay in control.
ClaimDesk Pro Lite brings claim intake, document extraction, assessments, reports, communication, survey-fee billing and invoice reconciliation into one connected workspace for insurance surveyors and loss assessors.
Motor & Non-Motor
AI-assisted processing
Reusable insurer formats
Product screenshots below are real ClaimDesk interfaces with sensitive working data masked for public presentation.
One workspace Claims → Assessment → Billing
More than claim storage. A connected professional operating system.
Each capability below links to the closest real product interface so visitors can understand both the feature and how it works inside ClaimDesk.
Income intelligence
Compare income with last month and the previous financial year from one dashboard.
See related interface ↗AI estimate upload
Upload an estimate and prepare structured claim data for review and assessment.
See related interface ↗Automatic assessment
Move from extracted estimate data to assessment sheets with less repetitive entry.
See related interface ↗RC, DL & policy extraction
Fetch and cross-check core vehicle, insured, policy and licence particulars.
See related interface ↗Licence validation
Check vehicle class, date-of-loss validity and whether the driving licence fits the insured vehicle.
See related interface ↗Pre-inspection intelligence
Record Motor or Non-Motor pre-inspection requirements in the guided workflow.
See related interface ↗Claim & GST summaries
Prepare claim summaries, GST summaries and parts-not-assessed details automatically.
See related interface ↗Email communication
Send document requests and updates to insureds, workshops and insurers from the application.
See related interface ↗Delivery Orders
Prepare and send workshop Delivery Orders directly through the claim workflow.
See related interface ↗Invoice reconciliation
Detect workshop invoices from Gmail and match them with the relevant claim.
See related interface ↗Survey fee lifecycle
Create fee invoices, track pending fees, record receipts and maintain insurer billing settings.
See related interface ↗Insurer report formats
Use New India and Tata AIG-oriented assessment/report workflows alongside reusable templates.
See related interface ↗Non-Motor reporting
Handle Engineering, Fire, Marine and Miscellaneous claims with saved reporting structures.
See related interface ↗Average clause & calculations
Use multiple calculation formats, automatic average-clause calculations and assessment sheets.
See related interface ↗Saved templates
Save report formats, reminder letters, insurer emails, workshop emails and WhatsApp reminders.
See related interface ↗GST return output
Prepare GST-oriented billing data and return-file workflows from recorded invoices and receipts.
See related interface ↗
Claim command centre
See every working claim, warning and next action.
The Active Claims workspace combines filters, claim age, insurer, workshop, claim type and invoice-email attention in one operational view. Each claim carries an action menu for report work, invoices, calculations, reminders and communication.
- Search and filter by insurer, workshop, status, month and financial year
- Highlight invoice emails requiring reconciliation or report closure
- Open notes, calculations, invoices, reminders and email actions
Guided claim intake
A structured workflow from policy data to final save.
The multi-step claim screen keeps policy, RC, DL, accident, FIR, third-party loss, cause of loss, survey observations, assessment and enclosures connected. OCR entry points can place extracted values into the workflow for review.
- Policy OCR and auto-fetch-assisted data entry
- RC, DL and policy matching in the same claim record
- Date-of-loss and vehicle-class validation points
- Step-by-step navigation that reduces missed particulars
Motor + Non-Motor
One platform across survey categories.
Create Motor Spot, Final and Reinspection claims, or enter Non-Motor Engineering, Fire, Marine and Miscellaneous work. The category-led entry design keeps the correct workflow and reporting context available from the beginning.
- Motor Spot Survey, Final Survey and Reinspection
- Engineering, Fire, Marine and Miscellaneous reporting
- Ready for pre-loss inspection and additional specialist modules
Assessment intelligence
Keep every assessment sheet connected to the claim.
The Assessment centre separates active and closed work and provides the relevant sheet—Assessment 1, Assessment 2, Commercial Assessment or Invoice Assessment. It supports item-wise assessment, top sheets, insurer-oriented formats, GST summaries and calculation outputs.
- Automatic parts, labour, depreciation and GST calculations
- Parts-not-assessed and claim-summary outputs
- Commercial and insurer-specific assessment formats
- Saved formats for repeatable professional reporting
Internal + external communication
Keep conversations close to the work.
Internal Communication gives owners and users a shared office-note channel with replies and activity history. External emails can be sent to insureds, workshops and insurers through linked Gmail workflows.
- Office communication with subjects, messages and comments
- Send document requirements, approvals and status updates
- Maintain communication context without leaving ClaimDesk
Reusable templates
Prepare every reminder and Delivery Order in your own format.
Upload separate templates for letters, reminder emails, workshop emails, insurer emails and WhatsApp reminders. Workshop Delivery Orders can use their own reusable template so communication remains consistent and professional.
- Channel-specific Word template uploads
- Shared document-list logic across communication formats
- Workshop Delivery Order template support
Master data
Standardise offices, insurers and workshops.
Master Upload and Deputing Office Master screens help maintain consistent insurer and workshop data. Office codes, addresses and GSTIN details reduce repeat entry and improve billing/report accuracy.
- Merge insurer and workshop master uploads
- Maintain deputing office codes and addresses
- Reuse verified master data throughout claim workflows
Billing + fee tracking
Connect insurer billing rules with invoices and receipts.
Store insurer-wise billing office, GST number, place of supply and linked bank account. From there, ClaimDesk can create survey fee bills, monitor unpaid invoices, record receipts and prepare invoice-based reports useful for private-company assignments.
- Insurer-wise billing configuration
- Survey fee invoice, pending-fee and receipt lifecycle
- GST-ready billing records and return-file workflows
Gmail invoice intelligence
Detect workshop invoices and route them to the right claim.
Read-only Gmail detection identifies invoice emails and places unmatched or uncertain items into a review queue. The linked email account can also power reminder and document-request sending from the application.
- Sync invoice emails from the connected Gmail account
- Review pending invoices and attachments
- Match invoices to claims before automatic reconciliation
- Use Gmail integration for controlled outgoing messages
Automatic validation
See the important checks before you proceed.
ClaimDesk reads the available policy, RC and driving-licence information, then presents a clear claim-data validation summary. It identifies what matches and flags exceptions that require the surveyor’s attention.
- Checks whether the date of loss falls within the policy period.
- Reads licence validity and compares the relevant driving category with the vehicle classification.
- Cross-checks chassis and engine numbers across the RC and policy, while clearly flagging a mismatch for manual verification.
- Extracts vehicle class, seating capacity, weight basis and driver-authorisation information from the source documents.
- Highlights policy risk-inception timing and possible pre-inspection requirements, with the supporting dates shown for review.
- Keeps the result advisory: the surveyor or owner can continue only after applying their professional judgement.
Bring your entire survey workflow into one intelligent platform.
From first intimation and document validation to final assessment, insurer reporting, fee billing and receipt tracking.