Track the work behind each claim
Insurance and SIU assignments can require several types of field work in one file: surveillance, scene documentation, interviews, recorded statements, witness contacts, and research. Case Files Professional gives the team one case record for tasks, activity, evidence, and report preparation.
Support clear field documentation
Field staff can document activity, time, and expenses as the assignment develops. Scene Diagram provides a visual supplement for locations where layout matters. With a Google Maps API key entered in Company Setup, Subject Information can display the residence and area for review. Case materials can be kept accessible through integrated Dropbox storage.
Bring reports through review
Report Builder helps prepare investigative reports for review and Word or print-ready PDF output. AI writing assistance can refine draft narratives while leaving the final wording to the user. Authorized managers can approve or return time entries, and Payroll Records can summarize approved time for internal use.
Discuss how your team handles claims and SIU assignments. Request a walkthrough.