Assessor portal · For expert report orders
Expert reports straight into the file
In the Assessor portal you accept orders and deliver your expert report to where decisions are made. Fleet, underwriting agent (MGA) and insurer work in the same file.
- Accept or decline expert report orders
- Set inspection appointment, report status through to “Assessment Complete”
- Upload expert reports, supplements and photos to the file
Starting point
What slows down day-to-day assessor work
Three places where things get stuck today, and what Clamio does there.
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Incomplete orders
The order comes by email. You have to ask for photos and details of the damage.
With ClamioWith the order you see Damage Arrival with description, photos and damage sketch.
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Appointments by phone
You agree the inspection appointment over several calls.
With ClamioYou set the inspection appointment on the order. It is in your portal’s calendar.
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Expert report as an attachment
The expert report goes out as an attachment. Whether it has arrived remains open.
With ClamioYou upload expert reports, supplements and photos to the file. The process continues as soon as the expert report is submitted.
01Order
One order, your section
Each partner works in their own portal and only sees the cases for which they have an order.
- 01Report
- 02Review
- 03Partner selectionThis is where you get on
- 04Approval
- 05Settlement
- 06Closure
Request or order
Orders reach you in the portal and by email, as a request or as a direct commission.
Accept or decline
You accept with one click or decline. Before accepting, the portal asks once for confirmation. When declining you can give a reason.
How the request arrives
The fleet chooses the type in the process. At the same time: as soon as one partner accepts, the request is settled for the others. If one declines, the request to the others stays open. One after another: if one declines, the next is asked immediately, otherwise once the waiting time has elapsed.
What you see
Your order, the documents shared with you and Damage Arrival with description, photos and damage sketch.
Own amounts only
You see your own order amounts. Other amounts of the claim only as far as they are shared.
One file, everyone sees their own section.
File · Assessor’s viewIllustrationYour section
- Your ordervisible: expert report order for this one case
- Damage Arrivalvisible: with description, photos and damage sketch
- Documentsvisible: those shared with you, and your own
- Discussionvisible: queries in the file’s chat
- Appointmentsvisible: in your portal’s calendar
- Amountspartly: your own order amounts, others only as far as shared
- Cases without an ordernot visible: do not appear for you
- Via order linknot visible: driver and cost data are not visible through it
02Workflow
From order to finished expert report
Your order is attached to the file of the case. You accept, set the inspection appointment and deliver your expert report into the file. You submit the invoice in the same portal.
The fleet commissions via ClamioYou inspect and deliver the expert report
Station 01 · Request
Accept or decline, after a confirmation prompt
Expert report orders reach you in the portal and by email, as a request or as a direct commission. You accept or decline. When declining you can give a reason.
- Before accepting, the portal asks once for confirmation. The fleet’s claims handlers will be notified.
- Asked at the same time: as soon as one partner accepts, the request is settled for the others. If one declines, the request to the others stays open.
- Asked one after another: if one declines, the next is asked immediately, otherwise once the waiting time has elapsed.
- Clamio
- reports the request in the portal and by email
- You
- accept or decline
Request · Accept OrderIllustrationAccept OrderOrder 0001
Are you sure you want to accept this order?
The fleet’s claims handlers will be notified.
- Vehicle and number plate
- Fleet
- Damage type
- Claim
- Estimated Cost
- Due Date
The confirmation prompt before accepting, drawn without values. When declining (“Decline Order”) you can give a reason; it is not mandatory.
Station 02 · Damage Arrival
Description, photos and damage sketch
With the order you see Damage Arrival: the description, the photos and the damage sketch.
- Your order is attached to the file of the case.
- You settle queries in the file instead of by phone, under the “Discussion” tab.
- Clamio
- shows you Damage Arrival for the order
- You
- see description, photos and damage sketch
Damage ArrivalIllustrationDrawn without vehicle, keeper and driver data.
Station 03 · Inspection
Set the inspection appointment, report status
After accepting, you set the inspection appointment. In the assessment history you report the status, through to “Assessment Complete”.
- Before every change, the portal asks once: “Are you sure you want to change the status?”
- Appointments are in your portal’s calendar. You can change the appointment.
- You enter the estimated costs on the order, under “Order cost details”.
- Clamio
- shows the status on the order
- You
- set the appointment and report the status
Assessment historyIllustrationOrder information
Calendar
10:00 Expert report order
Your status in the assessment history: Assessment. The appointment is in the calendar.
Drawn without amounts; the time is a freely chosen example. Side paths: “Waiting”, “Declined” and “Cancelled”.
Station 04 · Expert report
Submit the expert report, the process continues
With workflow you receive the task “Submit expert report”: with the report file, damage amount, damage classification and note. The process continues as soon as the expert report is submitted.
- The values go to the fleet in structured form and, if shared, to the insurer.
- Then optionally: an expert report approval, for example by fleet or insurer, if the fleet provides for it in the process.
- Without workflow you upload the expert report under “Documents” and set the order to “Assessment Complete” via “Update Status”.
- Clamio
- continues the process as soon as the expert report is submitted
- You
- submit the expert report with damage amount and damage classification
Task · ProcessIllustrationReport file
Damage amount
Note
Fleet’s process with workflow
- Partner selection
- waiting for your expert report
- Approvaloptional: expert report approval
- Settlement
The process is waiting for your expert report.
Drawn without file, amount and names.
Station 05 · Invoicing
Invoice with line items and receipt, status through to paid
You submit the invoice with line items and receipt in the same portal.
- The payer reviews the invoice. They approve it or reject it with a reason.
- You see the status of your invoice through to “Paid”. You only see your own amounts.
- Clamio
- presents the invoice to the payer
- You
- submit the invoice with receipt
Invoice · Line itemsIllustrationDrawn without amounts and numbers.
Every step is in the assessment history with time and trigger.
Who commissions
The fleet, via Clamio: orders from claims.
When it continues
With workflow: the process continues as soon as the expert report is submitted.
No amounts in messages
Messages to partners and drivers contain no claim amounts.
02.1Basis
One expert report, decisions rest on it
- Cost approval, total loss and settlement build on your expert report. Decisions are made in the same file.
- With the expert report you submit damage amount and damage classification: Repairable, Economic total loss or Total loss.
- The catalogue of services also includes the residual-value report.
Damage classification in your expert report
IllustrationClassificationRepairable
ClassificationEconomic total loss
ClassificationTotal loss
Your order is attached to the file of the case.
03File
Appointments, documents and queries in one place
Expert reports, supplements and photos are on the order. You settle queries in the file instead of by phone.
Calendar
The appointments for your orders are in the calendar: by month, week or day and as an agenda.
Documents
You see the documents shared with you. Every upload, share and download is logged.
Discussion
You settle queries about the claim with fleet, MGA and insurer in the file’s chat, under the “Discussion” tab.
Assessment history
Every step is in the history with time and trigger.
Calendar · Assessor portalIllustrationThe calendar with the appointments for your orders, here in the month view. Days and times are examples. Swipe sideways to view.
An expert report order, from “Received” to “Invoiced”Illustration- Fleetcommissions the assessor via Clamio
- Assessor · Youaccept the order and set the inspection appointment
- Assessor · Yousubmit the expert report
- Fleet’s process with workflowshows “Expert report available” and continues
- Assessor · Yousubmit the invoice in the same portal
Example history of an expert report order, drawn without names and dates.
04Invoicing
Invoice in the same portal, status through to paid
You submit invoices with line items and receipt digitally. The payer reviews and approves them.
Invoice
You submit it with line items and receipt in the same portal and see its status through to “Paid”.
Decision
The payer reviews the invoice. They approve it or reject it with a reason.
Own amounts
You see your own order amounts. Other amounts of the claim only as far as they are shared.
Without an account
For service providers without their own account, the fleet records the invoice.
- Draft
- Submittedwith line items and receipt, in the same portal
- In reviewwith the payer
- Approvedor “Rejected”
- Paid
After invoicing you set the order to “Invoiced”.
Drawn without amounts.
05Collaboration
You assess, everyone works in one file
You work in the same file as fleet and insurer and only see what concerns your order.
FleetCommissions via Clamio
The fleet commissions; the expert report is in its file
The fleet commissions you via Clamio. You deliver your expert report straight into the file of the case.
Solution for fleets
Underwriting agent (MGA)Commissions on behalf
You see who has acted
The MGA’s settlement decision carries the label “on behalf of”.
Solution for underwriting agents
InsurerIn the same file
Queries without detours
You settle queries about the claim directly with fleet, MGA and insurer in the file’s chat.
Solution for insurers
Other service providersOrders when a claim occurs
Each partner in their own portal
Garages, towing services, car rental providers and law firms work in the same file, each in their own portal.
Solution for service providersAlso in the Assessor portal
- Expert report orders
- Calendar with appointments
- Damage Arrival
- Discussion
- Documents
- Invoices
Without your own accountAs a fleet’s service provider you can also take part without your own account via a protected order link.
Expert report with audit trailUploading, sharing and every download of your expert report are logged.
Everyone sees only their own section
- Own cases and orders
- Each organisation sees its own cases and those for which it has an order or delegated authority, or which it insures.
- Own amounts only
- Partners only see amounts of their own orders and invoices.
- Data in the EU, encrypted in transit
- Data stored in data centres in the EU; transmission is encrypted (TLS).
Frequently asked questions
What assessors want to know in advance
Does it also work without workflow?
Yes. You upload the expert report under Documents and set the order to “Assessment Complete” via “Update Status”.
Who sees my values?
With workflow the values go to the fleet in structured form and, if shared, to the insurer.
Where do my orders come from?
From claims. The fleet commissions you via Clamio.
Do I have to give a reason if I decline?
No. When declining you can give a reason; it is not mandatory.
Which amounts do I see?
Your own order amounts. Other amounts of the claim only as far as they are shared.
How do I invoice?
You submit the invoice in the same portal and see its status through to “Paid”. After invoicing you set the order to “Invoiced”.
Does it also work without my own account?
Yes. As a fleet’s service provider you take part via a protected order link.
Demo
Get to know the Assessor portal
In a demo we show you how expert report orders run from receipt to invoicing.