Insurance field work has two pressures: claims that must be surveyed quickly and renewals that must not slip. Both depend on people who travel to customers, take notes and collect documents. When scheduling is by phone and evidence arrives by chat, claims drag and renewals lapse quietly.
This article shows how insurers, brokers and surveyors can use FieldExecutives to schedule visits, verify inspections, capture documents and follow up renewals. See also proof of visit software.
Where time and money leak today
- Survey appointments are agreed by phone and forgotten.
- Inspection photos and documents arrive by chat and are hard to attach to a claim.
- Claim survey TAT is not visible until a claim is already late.
- Renewal follow-ups depend on an agent's memory.
- Agent activity cannot be verified.
- Reports are compiled by hand.
How FieldExecutives fits into a surveyor's day
Here is the workflow, step by step, with the features used at each point.
1. Scheduling
Claim surveys, agent visits and renewals are scheduled with address, deadline and form.
Features used: Task assignment with priority and TAT timer, appointment scheduling, suggestions by location and workload.
2. Reaching the customer or claim site
The surveyor sees an efficient route and starts the day with a server-time punch-in.
Features used: AI route optimisation, route and next-stop view, GPS attendance.
3. Inspection or advisory visit
The visit is verified by location. Photos, documents and a standard survey form are captured on the claim or policy.
Features used: Geofenced check-in, custom survey and advisory forms, photo and document capture, offline-first.
4. Closing the visit
The visit cannot close until the required evidence is captured.
Features used: Mandatory fields and proof, customer signature where needed.
5. Follow-up and review
Renewals and claim follow-ups become tasks with dates. Managers see claim TAT and agent activity live.
Features used: Follow-up tasks, SLA timers, dashboards and KPIs, expenses.
Use cases
Claim surveys with evidence
Geo-tagged photos and documents attached to the claim reduce disputes and speed review.
Appointment scheduling
Visits are scheduled and routed, so surveyors can fit more in a day.
Renewal follow-ups
Renewal visits and calls are tracked, so policies do not lapse for lack of follow-up.
Agent activity visibility
Check-ins show where and when agents met customers.
Policy servicing visits
Advisory and servicing visits are logged with documents captured on the spot.
Where the savings and productivity gains can come from
These are the places to look for gains. They are not guaranteed results. Every business starts from a different baseline, so record your own numbers for two to four weeks before you start. Our guide to calculating the ROI of field force management software shows how.
| Area | What to measure | How the software helps |
|---|---|---|
| Claim survey TAT | Hours from assignment to completed survey | Scheduling, routing and timers |
| Rework | Claims returned for missing photos or documents | Mandatory fields and proof |
| Renewals | Renewals lapsing without a follow-up record | Dated follow-up tasks |
| Surveyor productivity | Surveys per surveyor per day | Route order and less admin |
| Disputes | Claims disputed for lack of evidence | Geo-tagged, time-stamped inspection records |
| Reporting | Hours spent on TAT and activity reports | Live dashboards |
What to measure in the first 90 days
- Claim survey TAT and share within target
- Surveys complete with all required evidence
- Renewal follow-up completion and lapse rate
- Visits per surveyor or agent per day
- Hours spent on activity reports
For definitions and more measures, see 12 KPIs every sales and operations manager should track.
Getting started
- List survey and visit types with required photos and documents.
- Build mandatory forms and set TAT targets by claim type.
- Load surveyors, agents and a batch of live claims for one region.
- Pilot for four weeks and review returns and TAT weekly.
- Add renewal follow-up tasks once surveys are stable.
A full week-by-week plan is in how to implement field force management software in 30 days. Location and attendance data about employees is personal data, so tell your team what is tracked and why, and take legal advice on your policy under India's Digital Personal Data Protection Act, 2023.
Related reading
- Proof of visit software
- Mobile forms software for field teams
- SLA management software
- Leave management software for field employees
Where FieldExecutives fits
FieldExecutives is field force management software built for Indian teams. For insurance teams it covers appointment scheduling, geo-verified visits, custom survey forms, photo and document capture, follow-up tasks with timers, agent activity on a live map and KPIs. The mobile app works offline and syncs when the network returns, and managers and admins work on the same live data. See the insurance solution page, the features and pricing.
Want claim surveys that arrive complete? Book a demo and we will walk through a claim survey from scheduling to submitted evidence.
