DEMO DATA
DASHBOARD
EXPERIENCED. INDEPENDENT. TRUSTED.
AVERAGE AGE
—
No open files
Closed files
—CARRIER0
POLICYHOLDER0
UMPIRE0
OPEN — CARRIER
0
Carrier appointments
Carrier updates
OPEN — POLICYHOLDER
0
Acting for the insured
Policyholder updates
OPEN — UMPIRE
0
Settling a dispute
Panel updates
Recent activity
Needs attention
Sorted by days idleAPPRAISALS
FAIR. IMPARTIAL. RESOLVED.
Drag a card to move it, or right-click for a stage list.
APPRAISAL DETAILS
THOROUGH. OBJECTIVE. DEFENSIBLE.
File
Policy number—
Carrier claim number—
Cause of loss—
Date of loss—
KEY DATES
Appraisal demand—
Date assigned—
Umpire engagement—
ENGAGEMENT
Acting as—
Assigned to—
File opened—
Policyholder
The property ownerInsurer
—
Other parties
OCCUPANCY
ON THIS FILE
REPRESENTATION
MILESTONES
Communication log
0.00 hr
Saved here first, so it survives whatever their system does.
Property
Loss location—
Coordinates—
County—
Site access—
Property—
Property type—
Bedrooms and baths
—
Year built—
Square footage—
Roof—
Constructed by—
Exterior facade—
Matterport scan—
Coverage
Policy inception
—
Policy period
—
A — Dwelling—
B — Other structures—
C — Contents—
D — Loss of use—
Deductible—
Valuation—
Storm history
Loss-date validation from the public archivesFront elevation & location
Two mile radius
Roof measurements
Ours, and the carrier's own
Inspection
Every party gets the inviteInspection type—
Solo or joint—
Planning inspection—
Scheduled—
Inspected—
Attending—
Site access—
Documents
Drag a document onto a heading to file it
Drag files here — several at once is fine, documents or photographs
Coverage positions
Every party's number, side by side| Coverage | Carrier | Contractor or demand |
Carrier appraiser |
Policyholder appraiser |
Umpire | Award |
|---|
Award out for signature
Line items
Totals are always the sum of these rows| Category | Description | Claimed | Offered | Awarded |
|---|
Reading the file…
Award
Reading the award…
TASKS
WHAT MOVES EACH FILE FORWARD
DISPATCH MAP
Loading the map…
Plotting every open file.
Open files
Add stops to route
—
Pick a file
Pick a file from the list or a pin on the map,
and what is arranged for it shows here.
and what is arranged for it shows here.
—
Route planner
Driving times from OpenStreetMap · set time on site per stop
Leave OFFICE at
REPORTS
OBJECTIVE INSIGHTS. ACCURATE ASSESSMENTS.
Reading the shelf…
MESSAGES
WHAT WE SAY, WRITTEN ONCE
TEXT MESSAGES
WHAT WENT OUT, AND WHAT CAME BACK
—
Received
Sent
DAMAGE CONSULTS
IS THERE ENOUGH HERE TO APPRAISE
THE CONSULT
—
CARRIERS
WHO THE WORK COMES FROM
WORKFLOWS
WHAT IS WAITING UP THE BOARD
Reading the board…
MY QUEUE
WHAT NEEDS DOING
Reading the files…
DOCUMENTS
THE FIRM’S OWN PAPERS
Reading the folder…
TIME & BILLING
THE HOURS AND THE MONEY
Adding it up…
ROOFLENS
Put the bullseye on the roof, then draw it
Draw the roof
nothing drawnOne line at a time: click the start, click the end. Both ends snap to what is already drawn — a green dot means it has caught hold, a hollow one means it has not. Every facet has to close or it cannot be measured; loose ends show as red rings. Escape drops a line half-drawn.
Activity log
what has been runiWEATHER
Storm intelligence. Weather data, clearer decisions.
Precipitation intensity
Map layers
Tornado warning
Severe thunderstorm
Flash flood
Other
Radar hail and wind are figures for a
radius, not points — they are in the cards below the map.
Base reflectivity (N0Q)
The point
Search an address, or click the map.
TODAY Radar timeline
—
Downloading radar frames…
Active warnings nationwide
—Tornado
—Severe T-storm
—Flash flood
—Other
Storm history
Asking the archives…
What this shows — and what it does not
7-day forecast
Search an address, or click the map.
Saved events
The question, not the answer. Opening one re-runs the archives — they are revised, and a stored number becomes a stale one somebody quotes a year later. The summary is a label to find it by and carries the day it was taken.
Date of loss
Runs on a file — pick the job it belongs to.
E–SIGN
Reading…
THE BOOKSHELF
HOW THIS CONSOLE WORKS
Take one off the shelf.
CODECK
Reading…
Activity log
what has been runESTIMATER
TWO ESTIMATES OF ONE PROPERTY, LINE BY LINE
Type a job number, a claim number or the policyholder's name to begin.
ADMIN
WHO IS IN, AND WHAT HAS BEEN DONE
Reading the log…
INTEGRATIONS
WHAT THIS CONSOLE IS CONNECTED TO
Checking…
TEMPLATES
THE WORDING THAT GETS REUSED
Reading the templates…
CONTACTS
EVERY PARTY, EVERY FILE
SETTINGS
HOW THIS CONSOLE BEHAVES FOR YOU
My signature
Adopted once, applied when you signMy calendar
What else shows on it — yours, not the practice's
US national holidays
The eleven federal holidays, worked out rather than listed, so
any year is right. A fixed-date one falling at a weekend shows on its own day and
again on the day it is observed, because the office is shut on the second.
OFF
Birthdays
From the directory — only the people somebody has recorded
a birthday for. Add one on a contact's own card. Nothing works out an age from it.
OFF
A calendar from somewhere else
Not built yet. The idea is to read a calendar the practice keeps
elsewhere — Outlook, Google, a shared one — so what is on it shows here
without being typed in twice. What it reads and how often is Don's to settle first.
NOT BUILT
My mailbox
Mail sends from your own address
Copy the office on mail
Correspondence from a file is practice business — a
copy here puts it in front of everyone, not only in your Sent Items.
Leave the address empty to turn it off.
MY SIGNATURES
Two, the way you already run them in Outlook. Mail sent from a file does
not pick up an Outlook signature — Outlook adds that as you type, and the
console hands the message straight to Microsoft — so whatever is here is
what goes out. HTML. Pictures have to sit at a web address and be linked;
a picture pasted in as data rides along on every single email.
Menu
Applies to your account only
Build
—
Demo data
Loads 126 invented files for showing the system to someone.
They stay in this browser, never reach the server, and are marked on every card.
Off means you see only real files.
OFF
Autoslide the side menu
Keeps the side menu tucked out of the way and opens it when you point at it, so wide tables and the map get the full width of the screen.
OFF
Open files in a new tab
Clicking a job number opens that appraisal in its own browser tab instead of replacing the list.
OFF
Defaults
Landing page
Where the console opens when you sign in.
Stage shown first
Which pipeline stage the board filters to on arrival.
Carrier status report interval
How often carrier appointments require a written status update. Drives the countdown on the board and the dashboard.
Flag a file as stale after
Files past this age turn red on the dashboard and the board.
Stages
A rule belongs to a stage and a
seat — what must be true before an umpire file can be scheduled is not what must
be true where we act for the carrier. Pick the seat, then open a stage.
Add a stage
Joins the end of the board. A rename never orphans a file.
Note types
The headers you file notes under
Add a type
A type already used on a note is retired rather than removed,
so an old note keeps saying what it said.
Service fees
What the practice charges for, as the policyholder's appraiser
Add a service
The name typed here is what prints on the invoice. A service
already billed is retired rather than removed, so an old invoice keeps saying
what it said.
Document identifiers
What a document is, beyond what kind of thing it is
Why these exist
Four estimates can sit on one file — the carrier's, each
appraiser's, and one from a prior loss kept for reference. All four are filed as
"Estimate" and nothing else tells them apart. These are what you pick from beside
a document. Rename one and every document already wearing it follows.
Add an identifier
The line underneath is optional — it shows under the name when
somebody is choosing, which is where it does the most good. The kind decides which
heading it appears under in the picker, and is what searching and the stage rules
still work in. Untick "this claim" for a prior loss or anything filed only
for reference — those stop counting as an estimate on the file.
Canned notes
The notes you write over and over
Add a canned note
The name is what you pick from; the words are what gets
written into the note. The type and the minutes are still chosen each time,
because the same sentence belongs under different headings on different
files — and because the time has to be the real time.
Umpire attributes
What we ask an umpire before putting his name forward
Add an attribute
Each one becomes a yes / no / not-asked question on every
umpire's card, and a filter on the candidate list. Write it as something a
person can answer plainly — "Allows O&P on roofs", not "roofing policy".
Not asked is not no: an umpire nobody has put the question to stays on
every list until somebody does.
Routing & traffic
Powers the map's route planner
TomTom API key
With a key, drive times account for live traffic and the planner lists
closures, road works and jams along the route. Without one it falls back to OpenStreetMap,
which routes on road geometry alone. Get a free key at developer.tomtom.com.
Status
No key set — using OpenStreetMap routing without traffic.
Notifications
Sent to don@karrcpau.com
Inspection reminders
A reminder the morning before any scheduled inspection.
ON
Carrier uploads
When the other side adds a document to one of your files.
ON
CALENDAR
INSPECTIONS, DEADLINES, AND HEARINGS
This month, in order
Birthdays and wishes
The next three weeksReading the directory…