Insurance

insurance

Insurance Solutions for Claims Reporting & Risk Surveys

Document Assessments with Photos and Clear Reports

Site Audit Pro helps insurance adjusters and risk surveyors record property or vehicle condition with notes and annotated photos, then create a customisable PDF report from the field.

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Solutions BackgroundSite Audit Pro inspection app on mobile and desktop

Key Benefits for Insurance

Property Damage & Claims Reporting

  • Create reports for property damage assessments, including fire, flood or storm damage.

  • Use Local Projects at a loss location without an internet connection.

  • Document damage with annotated photos and clear notes.

  • Generate a PDF report that can be added to the claim file.

Vehicle Assessments

  • Quickly conduct vehicle damage assessments following an accident.

  • Add multiple photos to an issue to provide a complete view of the damage (subscription feature).

  • Capture signatures from policyholders or repairers directly on your device.

  • Create a clear record of the vehicle's condition at the time of the assessment.

Underwriting & Risk Surveys

  • Perform detailed pre-risk surveys for underwriting commercial or high-value properties.

  • Document property conditions, existing maintenance issues, and potential hazards.

  • Create a report that gives underwriters a clear record of the condition and hazards found.

  • Use folders to organise surveys by client or policy number (subscription feature).

Liability Investigations

  • Document the scene of a liability claim, such as a slip-and-fall incident.

  • Capture photos and detailed notes, with options to show image timestamps and, when location access is granted, GPS coordinates for new photos in the report.

  • Create a clear, factual record to support the investigation and settlement process.

Customisable Reporting

  • Generate branded reports that can be shared with the claims team.

  • Sync Cloud Projects across devices and access them in the web app with a subscription.

  • Keep the notes, photos and report together for each assessment.

Start Your Next Site Audit in Minutes

Start Your Next Site Audit in Minutes

Everything you need to streamline site inspections and generate professional reports.

Call to Action

Create Professional Audit Reports in Minutes.

Join 455K+ professionals using Site Audit Pro to simplify site inspections and generate instant PDF reports.

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