When it comes to managing insurance claims, clear and efficient communication with adjustors is paramount. That’s why using CompanyCam to create and share detailed reports can streamline the process significantly.
In this article, we’ll explore three practical ways to improve your business insurance claims using CompanyCam.
Share PDF Reports with Insurance Adjustors
When you create a report in CompanyCam, you’ll have the option to share it via a link. But some people, especially insurance agents working with customers’ sensitive information, don’t like to click links they receive through email.
That’s why we made generating a PDF report simple:
- Click Generate PDF in the report builder.
- Review the preview and download the finalized document.
- Attach the PDF to your email — done!
Taking high-quality photos is crucial for accurately documenting insurance claims. When taking photos for insurance purposes, ensure each image is clear and well-lit, capturing all necessary details and damages. This can provide indisputable evidence for adjustors and help expedite your claim process.
Use Labels & Tags for Searchability
Labels allow users to quickly filter projects by job status, project type, or product used. Labels are handy when building reports because they allow you to pull up all projects using those labels quickly.
Similar to labels, Tags are photo-level organizers that users can apply to specific photos. This helps you organize like photos together (e.g., all skylight progress photos from a project, all brown shingles from multiple projects).
Include Date & Time Stamps
With most insurance claims, you’ll need to include when and where photos were taken.
To turn on date and location stamps in the app:
Tap on the 👤 in the bottom right corner
Tap the ⚙️ and select Camera under Preferences
Turn on the sliders for Stamp date and time and Stamp GPS coordinates
If you didn’t have this turned on, don’t worry. CompanyCam automatically captures this data so you can apply it to past photos and any going forward. You can also manually add the date and time using the photo annotation tools.
Watch & Learn
Check out this CompanyCam Class to dive deeper into improving your reports for insurance claims.
Our live classes are a good refresher for experienced users and a great training for new users. Each class lasts about 30 minutes, so you don’t need to dedicate much time to learning something new!
Each month, we’ll host two 101 classes for office admins and crew members and two limited-time courses that dive deeper into certain features, integrations, and use cases.
Check out our complete class schedule and sign up for an upcoming class today!
