Insurance claims and insurers
When an insurer pays for or assesses the repair: the insurer, the assessor, their report and where the assessment stands.
A car with bodywork damage, a washing machine on the home insurance or an insured phone: when there's an insurer involved, the repair comes with more paperwork. On any repair's page you can register the claim with its insurer, the assessor who assesses it, their report and the assessment status, and the app alerts you to the ones still waiting for the assessor.
On any repair
Vehicles, appliances or electronics: the claim is switched on for each repair that needs it.
The assessor, close at hand
The assessor's name, firm, phone and email, with buttons to call or email them.
The report, on file
Upload the assessor's report as a PDF or a photo. It's stored privately and only opens from inside the app.
Assessment alerts
Open repairs still waiting for the assessor show up in Alerts and in the bell.
Your insurers and their assessors
Add the insurers
In Settings → Insurers, with their phone, email and tax ID. You can also create one on the fly from the repair.
Add their assessors
Each insurer with the assessors or assessing firms it usually sends. When you register a claim you just pick one.
Register a claim on a repair
On the repair's page, the Insurance claim card has the Register claim button. Only the insurer is required: the claim number, policy, cover, excess, assessor or assessed amount can be filled in as they come in.
Choose the insurer
From your list, or create it with the + button if it's the first time you've worked with it.
Assign the assessor
One of that insurer's assessors, or type it in; if you like, it's saved to their list for next time.
Upload their report
With the Upload report button, as a PDF, JPG or PNG (up to 10 MB). You can keep several documents for the claim.
Insurance claim on a repair
Insurer
Demo Insurer
Claim no.
SIN-2026-004812
Cover
Home insurance
Date of incident
18/10/2026
Assessor
Laura Pérez · Demo Assessors Ltd
Assessment status
Awaiting assessment
You can also flag it at intake: in the last step of the intake, the This is an insurance claim tick box lets you note the insurer, claim number, policy and cover straight away.
The insurer and claim number are printed on the deposit receipt and the quote PDFs, so the customer and the assessor know which claim the repair belongs to.
With the AI features switched on, the Read report button in the claim window reads the assessor's report (PDF or photo) and fills in whatever is empty: claim number, policy, dates, assessed amount, excess and the assessor's details. Check it before saving; to keep the report, upload it with Upload report.
Where the assessment stands
The claim status follows the assessment: Awaiting assessment while you wait for the assessor, Assessed once they've assessed the damage, Authorised when the insurer authorises the repair and Declined if it isn't covered. You change it yourself from the card, with the Edit button.
Pending assessments
Open repairs whose claim is awaiting assessment show up in Alerts, on the Assessments tab, with the insurer, the claim number, the assessor and their phone number, and the bell tells you how many there are.
In the repairs list, the Insurance claim filter lets you see only the ones with a claim, the ones waiting for the assessor or the ones from a particular insurer. It appears as soon as you add your first insurer.
The assessor's report contains your customer's data: it's stored privately and every time you open it a link is generated that expires after a few minutes. If you remove the claim from the repair, its documents are deleted too.
Invoicing a claim (in countries with invoicing switched on): when you invoice the repair, you choose who the invoice is made out to. By default it's the insurer, which is the usual case when they commission the repair: the first time, a customer record is created for them with the tax ID from your list of insurers. If the insurer only pays out to the customer, the invoice goes to the customer. Either way it's a single invoice for the full amount, excess included, stating what each party pays: it isn't split into one invoice to the insurer and another to the customer. The excess the policyholder pays is covered by a receipt.