Thirteen
work queues.
Unassigned, to schedule, to confirm, overdue, deadline approaching, inactive, in review, returned, on hold and more, with alerts on every row.
CLAIMS OPERATIONS
Your whole loss adjusting operation
in one place.
Queues that show what is going wrong, tasks by priority and KPIs that take you straight to the claims. Everyone sees what they need to do their job.
01 / DAY-TO-DAY COORDINATION
Nobody goes looking
for the next step.
Five default roles, each with its own starting point: administrator, director, supervisor, adjuster and administrative staff.
Thirteen
Tasks the system
creates too.
The tasks on each claim, including those the workflow generates, always in view of whoever has to do them.
Status reports
at the agreed frequency.
Claims where the client's status report is overdue appear on a screen of their own.
KPIs that
open claims.
Dashboards for operations, deadlines, assignment, quality and management. Click any figure to open the list of claims behind it.
02 / EVERY ROLE IN ITS PLACE
Access tailored
to each person.
Permissions are checked on the server for every request, not just on screen. Anyone who doesn't need personal data receives it masked.
Default roles, tailored permissions.Administrator, director, supervisor, adjuster and administrative staff are the starting point. What each person can do is set by permissions.
Adjusters see their own claims.Each adjuster sees the claims offered or assigned to them, and completed claims as read-only.
Personal data masked.The administrative role works across all claims with the personal data of the parties masked by the server.
Departments that organise access.Department groups decide which claims each team can see.
A workflow with rules at each stage.Versioned statuses and transitions. Each step can require fields, documents or resolved requests.
Controlled exports.CSV and Excel exports reserved for administrators and directors, always recorded in the audit log.
FREQUENTLY ASKED QUESTIONS
Your operation,
under control.
Show us how you coordinate today.
We'll show you the same day in PeritOS.
Which KPIs are available?
Dashboards for operations, deadlines, assignment, quality and management, with direct links to the claims. Each adjuster also has their own KPIs: claims completed, deadlines met, reports returned and average cycle time.
Can we have several teams or departments?
Yes. Department groups decide which claims each team sees, and deadline policies can vary by department.
Who can see the parties' personal data?
Only those with permission. The administrative role works with masked data, and revealing a masked value is recorded in the audit log.
Can we export data?
Yes, to CSV and Excel, by administrators and directors. Every export is logged.
THE NEXT CLAIM STARTS HERE.
Let's connect
your operation.
Show us how you work.
We'll show you where PeritOS makes a difference.