Manage Every Claim.
From Assignment to Closure.
A smarter claim management system for insurance surveyors and loss assessors. Manage assignments, surveys, reports, documents, invoicing and reconciliation from one connected platform.
Claims Operations Control CenterLive Sync
Surveyor assignments, active inspections, report pipeline and fee reconciliations
14 awaiting site survey
Avg SLA: 4.2 Days
₹5.2 L in reconciliation
Geotagged site logs
| Claim Reference | Insured & Line | Loss Description | Allocated Assessor | Stage & Status | Est. Loss Value |
|---|---|---|---|---|---|
| CLM-2026-9041 | Nova Logistics Terminal Marine Cargo | Container Spill & Damage | R. Mehta (Senior Loss Assessor) | Survey Completed | ₹18.40 L |
| CLM-2026-8994 | Apex Thermal Power Plant Fire & Business Interruption | Transformer Explosion | S. Kulkarni (Fire Specialist) | FSR Draft Ready | ₹1.45 Cr |
| CLM-2026-8872 | Starlight Pharma Tech Engineering CPM | Chiller Unit Breakdown | A. Verma (Technical Assessor) | Invoiced & Dispatched | ₹24.80 L |
| CLM-2026-8810 | Blue Ocean Freight Corp Marine Hull & Cargo | Jettison Cargo Loss | P. Nair (Marine Surveyor) | Payment Reconciled | ₹62.00 L |
Built for modern claim operations
Everything You Need to Manage Claims
Purpose-built tools for surveyors and loss assessors, designed to cover every detail from initial assignment intake to final payment reconciliation.
Claim Management & Smart Assignment Allocation
Create, organize, and track insurance claims across Fire, Marine, and Engineering lines. Automatically assign qualified surveyors based on location, license specialty, and current capacity.
Survey & Field Operations
Manage survey activities, site information, inspection checklists, geotagged loss photos, and instant field mobile data sync.
Mobile Geo-VerificationReports & Documents Engine
Generate standardized JIR (Joint Inspection), ILA (Interim Advice), LOR (Loss Opinion), and FSR (Final Survey) reports in minutes.
Automated PDF GenerationWorkflow & Approval Controls
Configurable stage progression, peer review workflows, and approval controls to ensure SLA compliance before report release.
Configurable StagesInvoicing & Fee Reconciliation
Compute scale surveyor fees, GST breakdowns, out-of-pocket expenses, and track NEFT/RTGS bank payment reconciliation.
SLA Scale Fee LogicDashboard Analytics & Multi-Branch Role Access
Track pending activities, surveyor performance SLAs, and revenue metrics while maintaining granular role-based permissions across branches and operational teams.
Designed for Precision in Claim Operations
Built specifically to solve the manual friction, fragmented emails, and delayed fee reconciliations experienced by modern insurance surveyors.
Less Manual Work
Bring claim activities, field measurements, and document compiling into one connected automated workflow.
Better Control
Keep claim stages, policy endorsements, site photos, and SLA deadlines impeccably organized.
Complete Visibility
Understand what is completed, pending, and next across all surveyors, lines, and branches in real-time.
Standardized Processes
Create a consistent, IRDAI-compliant approach to loss assessment and fee invoicing across your practice.
One Platform. Every Claim. Complete Visibility.
Claim Genie brings the entire insurance claim operation into one centralized platform, helping reduce manual work, stay on top of claim progress and manage every stage with greater control.
Assignment
Intake & allocation
Survey
On-site mobile inspection
Reports
JIR / ILA / FSR generation
Invoice
SLA fee schedule computation
Dispatch
Courier & digital delivery
Reconciliation
Payment credit matching
Closure
Immutable audit archive
Assignment
Intake & allocation
Survey
On-site mobile inspection
Reports
JIR / ILA / FSR generation
Invoice
SLA fee schedule computation
Dispatch
Courier & digital delivery
Reconciliation
Payment credit matching
Closure
Immutable audit archive
From Assignment to Closure
Experience how Claim Genie connects every stage of the claim lifecycle into a unified, transparent operational workflow.
Assignment & Intake Allocation
Insurer Intimation intake & Surveyor allocation workflow
United India Insurance Co. Ltd.
Apex Power Systems Corp
120400/11/26/00094
Fire & Machinery Breakdown
Rajesh Mehta, SLA
Senior Fire & Engineering Assessor
License: SLA-48192 (Valid till 2029)
Assignment Intake & Allocation
Receive intimation notices directly from insurers. Automatically allocate surveyors based on line specialty, geographic location, and current field workload.
Field Survey & Site Inspection
On-site mobile inspection checklists, geotagged loss photo capture, initial salvage assessment, and real-time field data synchronization.
Survey Reporting & Documentation
Generate standardized JIR (Joint Inspection), ILA (Interim Advice), LOR (Loss Opinion), and FSR (Final Survey Report) documents automatically.
Fee Invoicing & Scale Computation
Automatic scale fee calculation based on assessed loss values, itemized expense disbursements, GST breakdown, and digital invoice generation.
Dispatch & Multi-Channel Delivery
Instant digital dispatch to insurer APIs alongside physical hard copy courier AWB tracking and proof of delivery confirmation.
Payment Credit Reconciliation
Automated bank credit matching via NEFT/RTGS UTR references. Auto-deduct TDS under Sec 194J and reconcile outstanding fee ledgers.
Claim File Closure & Audit Vault
Cryptographically lock and archive complete claim files for IRDAI audit compliance with full timeline transparency.
Solutions Built Around Your Claim Operations
Every team member plays a critical role in the claim lifecycle. Claim Genie delivers purpose-built workflows for each persona.
Streamline On-Field Inspection & Instant Report Filing
Designed specifically for licensed insurance surveyors. Eliminate paper notes and double entries with geotagged site photo capture, instant salvage calculations, and auto-formatted JIR/FSR report templates.
Cut report generation time from 8 days to under 48 hours.
Accelerate fee collection with automated bank UTR reconciliation.
Built for Different Types of Claims
Standardize your loss assessing procedures across all major insurance risk categories with pre-built domain templates.
Fire & Business Interruption
Manage claim workflows for fire-related insurance claims. Support stock valuation, salvage loss calculations, transformer explosions, factory fire assessments, and profit interruption loss schedules.
Marine Cargo & Transit
Support specialized cargo, transit, carrier-related information, container damage photos, bill of lading tracking, and port joint inspection reports.
Engineering & Machinery Breakdown
Manage engineering-related claim operations including CPM (Contractor's Plant & Machinery), power plant breakdowns, chiller failures, and replacement parts valuation.
Miscellaneous & Special Claims
Support other claim categories through flexible, configurable workflows. Easily customize survey parameters for burglary, fidelity guarantee, and transit liability.
A Clearer View of Every Claim
Click through the core interfaces of Claim Genie to experience how surveyors and loss assessors maintain full operational clarity.
Claims Operations Control CenterLive Sync
Surveyor assignments, active inspections, report pipeline and fee reconciliations
14 awaiting site survey
Avg SLA: 4.2 Days
₹5.2 L in reconciliation
Geotagged site logs
| Claim Reference | Insured & Line | Loss Description | Allocated Assessor | Stage & Status | Est. Loss Value |
|---|---|---|---|---|---|
| CLM-2026-9041 | Nova Logistics Terminal Marine Cargo | Container Spill & Damage | R. Mehta (Senior Loss Assessor) | Survey Completed | ₹18.40 L |
| CLM-2026-8994 | Apex Thermal Power Plant Fire & Business Interruption | Transformer Explosion | S. Kulkarni (Fire Specialist) | FSR Draft Ready | ₹1.45 Cr |
| CLM-2026-8872 | Starlight Pharma Tech Engineering CPM | Chiller Unit Breakdown | A. Verma (Technical Assessor) | Invoiced & Dispatched | ₹24.80 L |
| CLM-2026-8810 | Blue Ocean Freight Corp Marine Hull & Cargo | Jettison Cargo Loss | P. Nair (Marine Surveyor) | Payment Reconciled | ₹62.00 L |
Got Questions? We Have Answers.
Everything you need to know about Claim Genie's platform capabilities and workflow integration.
Still have questions about custom integrations or enterprise deployments?
Ready to Simplify Your Claim Operations?
Bring your claims, surveyors, documents, invoicing, and fee reconciliation together with Claim Genie. Start managing every claim with total clarity today.
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