What it does
Everything a claim file needs, and nothing it doesn’t
AssessPro covers the work from the insurer’s instruction to the invoice being paid.
The case file
A claim arrives with four things you always have on day one: which insurer, their claim number, who is insured, and the vehicle registration. AssessPro gives the file its own number and starts the clock against the turnaround your branch has agreed.
- Insurer, claim number, policy number
- Insured, driver, third parties, witnesses — each with contact details
- Vehicle: registration, make, model, year
- Where and when it happened, and what happened
Investigation
The evidence your findings will rest on. An assessment is not one person's opinion — it is a record of accounts that either agree with the damage or do not.
- Statements: the full account and a summary, with who took it and when
- Photographs of damage and scanned documents
- Follow-ups: what the file is waiting on, with due dates
- An activity log stamped with the person and the time
The report
The product. It is what the insurer is paying for and what decides whether a claim is paid.
- Summary of facts, investigations carried out, findings
- A recommendation — compensate, repudiate, or pay in part — with an amount
- Editable while it is a draft; a new version is raised after that
- QA sign-off by a senior assessor, who cannot be the author
Delivery and billing
Delivering an approved report records how and when it went, and raises the invoice at the fee agreed for that insurer.
- Automatic invoice on delivery — no separate billing step
- Draft, sent, paid
- Unpaid totals on the dashboard, so work you have done and not been paid for is visible
The morning view
Each number on the dashboard is a question worth answering before the phone rings.
- Open cases — the workload
- SLA breached — files already past what you promised
- Idle 7 days — files nobody has touched, not yet late but heading there
- Unpaid invoices — work done, money outstanding
Branches and people
One company can run several branch offices, each with its own caseload, insurers and books.
- Firm admin, senior assessor, assessor — different rights
- Only senior assessors can sign off a report
- Each branch sets its own turnaround
- Consolidated reporting across branches