Claim intake & triage
Insurer referrals read in from email or feeds, duplicates caught and claims queued by type, urgency and region.
Insurance assessor software: claims, inspections & reports
Insurance assessors: from site visit to signed-off report. Photos and notes become the report.
Referrals land as PDFs in a shared inbox, inspection notes go on a clipboard, photos get sorted at the kitchen table at 10pm and every insurer wants their report a different way. We build claim assessment systems for loss assessing firms that take a claim from referral to final invoice, then we host them and look after them.
Looking for insurance assessment software that keeps up with the insurers?
A loss assessing firm lives and dies by turnaround. Insurers set the clock for first contact, inspection and report. Then a hailstorm rolls through and three hundred claims land in a week. Most firms juggle it with Outlook, a spreadsheet of claim numbers, a phone camera roll and Word templates that get copied and pasted until they break.
Wollopit builds custom claim assessment software around how your firm actually works. Referrals get read in and queued with their deadlines. Claimants book their own inspection. Assessors capture notes, measurements and photos on a tablet in the field, offline if they need to. The report builds itself in each insurer's format and the invoice follows on the right fee schedule. We connect the tools you already rely on and look after the lot on our own servers.
01The problems
What we hear from insurance assessors
Does your loss assessing firm have these problems? Here's how we'd fix them.
Most assessing firms we talk to have sharp assessors and a back office held together with email, Word and memory. It works until the next storm.
- The problemReferrals retyped from PDFsInsurer instructions arrive by email and someone copies the claim number, policy details and loss description into a spreadsheet by hand.How we fix itReferrals read straight from the inbox or insurer feed into a claim record, with the deadlines set from that insurer's service levels.
- The problemDeadlines tracked in someone's headFirst contact, inspection and report due dates sit in a spreadsheet nobody trusts. You find out a claim is overdue when the insurer emails.How we fix itA live SLA board that shows every claim's next deadline, flags anything at risk and nudges the right person before it slips.
- The problemPhone tag to book inspectionsThree calls and two voicemails to get one claimant on site. Multiply that by a storm event.How we fix itClaimants get an SMS link to pick an inspection slot that fits the assessor's run, with reminders and easy rebooking.
- The problemNotes on a clipboardMeasurements, observations and claimant statements written on site, then typed up again back at the office.How we fix itAn inspection app on tablet or phone with insurer-specific checklists, voice notes and sketches that drop straight into the claim.
- The problemPhotos sorted at nightHundreds of photos per claim dumped off a phone, renamed and dragged into the report one by one after dinner.How we fix itPhotos taken in the app get tagged to the room, item or damage as you shoot. They land in the report in order with captions.
- The problemReports formatted by handEvery insurer has its own template. Assessors spend more time fighting Word than writing findings.How we fix itReport templates per insurer. Pick the claim and the report assembles itself from the inspection, ready for review and sign-off.
- The problemContents lists in a messClaimant lists arrive as handwritten pages, spreadsheets and photos of receipts. Then it all gets keyed in again.How we fix itClaimants upload their contents list and receipts through a portal. Items are matched to photos and valued in one schedule.
- The problemInsurers chasing updatesClaims staff ring and email for status updates on claims you updated yesterday.How we fix itAn insurer portal showing live claim status, documents and reports, with automatic updates when a claim moves stage.
- The problemBuilders' quotes going missingScopes and quotes from builders, restorers and make-safe contractors scattered across inboxes.How we fix itContractors upload quotes and scopes against the claim number, so you compare them side by side without digging.
- The problemInvoicing lags weeks behindFees are worked out per insurer schedule at month end and some reports never get billed at all.How we fix itInvoices raised on sign-off using each insurer's fee schedule, pushed into Xero or MYOB. Nothing finalised goes unbilled.
- The problemCAT events swamp the officeA storm hits and the shared inbox explodes. Temporary assessors need logins and nobody knows who has what.How we fix itA CAT event mode that bulk-loads claims, groups them by suburb for efficient runs and onboards contract assessors in minutes.
- The problemNo clear view of the firm's performanceTurnaround times and assessor workloads only get counted when an insurer asks for a review.How we fix itDashboards showing turnaround by insurer, assessor workload, reports in review and fees billed, ready for panel reviews.
02What we build
Solutions
What we build for insurance assessors. Usually all talking to each other.
Pick the one that's hurting most or join the whole lot up. Everything is built around how your team works, not the other way round.
SLA & deadline board
Every claim's next due date on one screen, colour-coded by risk, with alerts before a service level slips.
Field inspection app
Tablet and phone app with checklists per insurer and claim type, voice notes, sketches and offline mode for patchy reception.
Photo capture & tagging
Photos tagged to room, item and damage as you shoot, with timestamps and locations kept for the record.
Report builder
Insurer-specific templates that assemble findings, photos, causes and recommendations into a report ready to sign off.
Review & sign-off workflow
Senior assessors review, comment and approve drafts with every change tracked before the report goes out.
Claimant self-scheduling
SMS and email links for claimants to book, confirm or move their inspection, with reminders the day before.
Claimant portal
Claimants upload contents lists, receipts, photos and documents and see where their claim is up to.
Insurer portal
Live claim status, reports and documents for each insurer's claims team, with automatic stage updates.
Contractor & builder uploads
Builders, restorers and make-safe trades upload quotes, scopes and invoices against the claim number.
Assessor run planning
Inspections grouped by suburb and mapped into a sensible daily run for each field assessor.
Fee schedules & invoicing
Fees calculated per insurer schedule on sign-off, with invoices sent into Xero or MYOB automatically.
CAT event mode
Bulk claim loading, suburb grouping and quick onboarding for contract assessors when a storm or flood hits.
Performance dashboards
Turnaround by insurer and assessor, workloads, overdue claims and fees billed for panel reviews.
A website that wins panels
Hand-built, quick on mobile, showing your services, regions and credentials to insurers and claimants.
03The systems
The big ones
Your whole claim, on one system.
These are the systems loss assessing firms ask us about most. Each one works on its own and they get properly useful once they're joined up.
Claim intake & SLAs
Every referral in. Every deadline visible.
Insurer instructions get read in from your inbox or insurer feeds and turned into claim records without retyping. Each claim carries the deadlines for that insurer, so the board always shows what's due next and what's about to slip.
- Referrals read from email and PDFs
- Duplicate claim checks
- Deadlines set per insurer service level
- Live SLA board for the whole firm
- At-risk alerts before deadlines pass
- Allocation by region, type and workload
- Desktop, video or site inspection triage
- Notes and calls logged against the claim
- Full audit trail on every claim
Field inspections
Capture it once on site. Never type it up again.
Assessors work through an inspection on a tablet or phone with the right checklist for that insurer and claim type. Photos get tagged as they're taken and everything syncs back the moment there's signal.
- Checklists per insurer and claim type
- Photos tagged to room, item and damage
- Voice notes and dictation
- Sketches and measurements
- Claimant statements and signatures
- Works offline in patchy reception
- Timestamps and locations on every photo
- Daily run with directions
Report generation
Notes and photos in. Insurer-ready report out.
Pick the claim and the report assembles itself from the inspection in that insurer's template. Assessors write the findings that matter, a senior signs off and it goes to the insurer without anyone wrestling Word.
- Report templates per insurer
- Photos placed in order with captions
- Cause, findings and recommendations sections
- Contents and building schedules pulled in
- Builder quotes attached and compared
- Review comments and tracked changes
- Senior sign-off before release
- Supplementary and reinspection reports
- PDF sent straight to the insurer portal
Claimant scheduling
Claimants book themselves in. Phone tag over.
Claimants get a text with a link to choose an inspection time that suits the assessor's run. They upload their contents lists, receipts and photos in the same place and see where their claim is up to, which means fewer calls to your office.
- SMS booking links for claimants
- Slots that fit the assessor's daily run
- Reminders and easy rebooking
- Video inspection bookings
- Contents list and receipt uploads
- Claim status for claimants
- Messages kept on the claim record
- Accessible on any phone
Insurer portals & invoicing
Insurers see the status. You get paid on sign-off.
Each insurer's claims team logs in to see live claim status, reports and documents, so the chasing emails dry up. When a report is signed off, the fee is worked out on that insurer's schedule and the invoice goes into Xero or MYOB.
- Insurer logins with their claims only
- Live status and stage updates
- Reports and documents to download
- Automatic stage notifications
- Fee schedules per insurer
- Invoices raised on sign-off
- Xero and MYOB sync
- Unbilled claim alerts
- Turnaround reports for panel reviews
04How it changes
Before and after
A storm event, wolloped.
Here's how the week after a big hailstorm could change. Every firm runs differently, so we map yours first.
Before
- Hundreds of referrals pile up in the shared inbox
- Claim details retyped into a spreadsheet
- Days of phone tag to book inspections
- Notes on paper and photos on personal phones
- Reports formatted by hand late at night
- Insurers ringing for updates on every claim
After
- Referrals bulk-loaded and queued with deadlines
- Claims grouped by suburb into assessor runs
- Claimants book their own slot by SMS
- Inspections captured on the app with tagged photos
- Reports assembled in each insurer's template
- Insurers check status in their portal
05Services
Everything under one roof
Software, websites and systems for insurance assessors.
Whether you're starting fresh or upgrading what you've got, it's one team from the first sketch to the support call.
Custom software for insurance assessors
Built around how your loss assessing firm actually runs: claim intake & triage, sLA & deadline board and the admin in between, in one system you own.
Websites for insurance assessors
Fast, hand-built websites that rank for the searches your customers make and turn visits into enquiries, bookings or orders.
Loss assessing firm system upgrades
Running on spreadsheets, old software or a platform you've outgrown? We move your data across and upgrade in stages so the business never stops.
Apps and portals for insurance assessors
Field inspection app and photo capture & tagging: customer and staff portals that work on any phone without an app store.
Integrations and automation
We connect Microsoft 365, Outlook and SharePoint so information moves on its own and nobody retypes it.
Hosting, support and care
Managed hosting, updates, backups and security for your loss assessing firm, looked after by the people who built it.
06Integrations
Connections
Plays nicely with what you already use.
We connect to the tools your firm relies on, work alongside estimating and claims platforms you're happy with or replace the ones holding you back.
- Microsoft 365
- Outlook
- SharePoint
- Microsoft Teams
- Google Workspace
- Xero
- MYOB
- DocuSign
- Adobe Acrobat
- Xactimate
- CoreLogic Claims Connect
- Matterport
- Nearmap
- CompanyCam
- MessageMedia
- Calendly
- Zoom
- Salesforce
- HubSpot
- Dropbox
07How we work
The process
Some people dip their toe in. We turn up in a rebreather.
We get properly below the surface of your loss assessing firm: the systems, the busy days and the jobs everyone hates. Then we fix the bits that matter most first.
- 01
Think
We sit with your desk team and ride along on inspections, then work out where claims actually get stuck between referral and invoice.
- 02
Archi-tech
We plan it before writing code: your insurers, their templates and service levels, field workflows, fee schedules, hosting and cost.
- 03
Build
Real engineering, shown to you early and often. Usually the most painful bit first, so you get a win before the next storm season.
- 04
Look after
We host it, maintain it and keep improving it. When something breaks you call the people who built it.
08Questions
FAQ
Things insurance assessors ask us.
Something else on your mind? Ring 0423 011 252 and ask the people who'd build it.
Can reports match each insurer's template?
Yes. We set up report templates per insurer, so the same inspection data comes out in whichever format that insurer wants. When an insurer changes its template we update it for you.
Does the inspection app work without reception?
Yes. Assessors can capture notes, photos and signatures offline in regional areas or inside damaged buildings. Everything syncs back to the claim once there's signal.
Can it read referrals straight from insurer emails?
Usually. We can read referral emails and PDFs into claim records. Where an insurer offers a feed or portal export we can connect to that instead.
Do we have to stop using Xactimate or Claims Connect?
No. If your estimating or insurer platforms are doing the job, we build around them and pass data in and out where they allow it. We'll show you what changes before anything does.
Can it cope with a big CAT event?
Yes. Claims can be bulk-loaded, grouped by suburb for assessor runs and contract assessors can be given logins that only show their own claims.
How do you keep claim data secure?
Access is set by role, so assessors, insurers, contractors and claimants only see what they should. Every change is logged against the claim. We host and patch it on our own managed servers.
How much does an assessing system cost?
It depends on what you need, so we quote up front once we understand it. No surprise invoices, no lock-in and you own what we build.
How long does it take?
Smaller jobs like claimant self-scheduling or an SLA board can be quick. Bigger systems are planned in stages so you get the first win early instead of waiting for everything at once.
Who looks after it once it's built?
We do. We host it on our own managed servers and keep it updated and secure. When you need something you ring the people who built it.
We already have systems. Can you upgrade them instead of starting again?
Usually, yes. Most insurance assessors we work with keep what's working and upgrade the rest in stages. We move your data across, connect the old and new while we switch and retire the old system only when the new one is proven.
Contact
Got a loss assessing firm problem? Consider it wolloped.
Tell us what's slow, broken, manual or missing. You don't need a spec, just describe what's going on.