Features of Insurance Inspection
Create or Import Orders
Import orders from client system, Excel or other file format
   Batch import orders
   Client creates orders in client account
   Integrate with EZ web service API
Auto Dispatching
Jobs are automatically dispatched to field reps
   Dispatch based on state, county or zip
   Set up rep max limits and work types
   Set up rep ranking for overlapping zips
Job Management
Extensive and custom search and monitoring gives you all the tools you need
   Custom search filters, logs and histories
   Batch processing for all functions
   Crew dashboard with each rep's progress
Contacts Management
Manage field and office staff
   Multiple levels of roles and access control
   Field rep ABC #, insurance and vacation
   Field rep fees, territory and signature
Efficient Mobile App
App efficiency is pushed to the extreme
   Offline so it's always fast
   Dynamic and optimized forms
   Next Required button with prefilled answers
Quality Assurance
Quality assurance is built in both at the app level and in the office
   Required answers and photos on the app
   Custom exam buckets to catch issues or verify job
Job PDF Report
Custom PDF report ready to be shared with clients
   Nicely formatted with your company logo
   Photos with description under each section
   Automatically generated
Custom Form Builder
Create dynamic forms with rules
   Build forms from scratch or add from library
   Set required fields and photos
   Set highlighted fields and rules
Replacement Cost
Seamless integration with replacement cost calculation providers
   Easy data collection
   Instant replacement cost result
   Residential and commercial
Reporting
Extensive reporting to give you insights to your business
   Standard or custom reports
   Rep scorecards, client volumes, etc
   Accounts receivable, payable and more
Alerts & Documents
Effective tools to communicate with your vendor network
   Send alerts or announcements
   Store training documents
   Send job notes
Integration
EZ web service API and widget allow deep integration with your system
   Two-way integration
   Extensive web methods covering all functions
   Custom login widget
 
 




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