Insurance loss assessor: keep client work and business admin together

Keep your client work and the ordinary business details of insurance loss assessor work in one place: contacts, locations, reminders and payments.

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A loss assessor writes in a binder as a customer points to a framed picture, with damage photographs on the table.
A loss assessor photographs a damaged drawer while a customer points to a comparison photograph.
A customer points out a damaged living-room wall to a seated loss assessor beside claim photographs.

Features

Keep the business side moving

Keep the practical business side of insurance loss assessor work connected, from the next booking through to payment.

Offlico weekly calendar shown on a phone

Calendar

See your client work, locations and the next part of the day in one diary.

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A loss assessor and a customer examine a damaged wood panel beside water-stained kitchen cabinets.

Your own enquiries

Use your own channels for insurance loss assessor enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.

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A loss assessor takes notes as a customer describes damage in a kitchen with a rolled-up carpet.

Online booking

Let people request insurance loss assessor work without a chain of calls and messages.

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Offlico client contact and address details shown on a phone

Client records

Find contacts, previous insurance loss assessor work and everyday business notes together.

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Offlico reminder responses shown on a laptop

Automatic reminders

Remind people about agreed work before an avoidable gap in the day.

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Tap to Pay contactless payment screen on an iPhone

Tap to Pay

Take a contactless payment on a supported phone without a separate card reader.

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Made for work on the move

The work is specific. The admin should be simple.

A loss assessor needs the policyholder's account, damaged items and supporting records, with any site visit tied to the correct claim.

Home, workplace or agreed meeting venue

Book the loss assessor’s visit when the policyholder can show the damage and provide supporting material securely.

Arrange a follow up on the claim submission, with inventories and financial evidence managed outside the general appointment diary.

The practical difference

One booking. Every part connected.

Booked insurance loss assessor work is more than a time slot. The contact, location, agreed work and follow up need to stay together.

See the complete workflow
01

Plan the work

Book the loss assessor’s visit when the policyholder can show the damage and provide supporting material securely.

02

Keep the right contact

Keep the booking, location and ordinary business contact details where you can find them.

03

Finish and follow up

Arrange a follow up on the claim submission, with inventories and financial evidence managed outside the general appointment diary.

Explore the details

Find the part you need

Admin overload Managing enquiries Online booking Appointment reminders Client records Business management software

Explore the wider Offlico toolkit

See the general features and choose the parts that fit your work.

Frequently asked questions

A few things worth knowing

Is this useful for insurance loss assessor work away from a fixed desk?

Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.

Does Offlico replace specialist tools?

Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for insurance loss assessor work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial