V-Board for Insurance
Move policy and claims workflows forward without unnecessary visits.
Coordinate remote customer interactions, evidence capture, document checks and human approvals in one configurable workflow.
- Initiate policy / claim
- Collect evidence & documents
- Remote interaction if needed
- Review & approval
- Decision and audit record
Scroll to watch each step.
Where it fits in insurance
Policy onboarding
Guide customers through application and documentation.
Claims intake
Collect structured claim details and supporting evidence remotely.
Remote inspections
Enable video-assisted inspection where suitable and permitted.
Claims follow-up
Coordinate clarifications, approvals and status updates.
Initiate policy / claim
A customer starts a new policy or reports a claim. The case opens with a reference they can quote.
Collect evidence & documents
Photos, documents and details are gathered in a guided order, so the file is complete before anyone reviews it.
Remote interaction if needed
Where it is suitable and permitted, an adjuster joins a video session and looks at the property or vehicle with the customer.
Review & approval
A reviewer checks the evidence against the policy terms and approves, queries or declines.
Decision and audit record
The decision goes to the customer, and the case keeps its evidence and every action as an audit record.
Final workflow, automation levels and integrations are defined through requirements mapping with the customer.
What to baseline before a pilot
Reduced travel and coordination
Faster claims administration
Fewer incomplete submissions
Clearer case visibility and records
These are potential benefits, not quantified or guaranteed results. Baselines and targets should be established in a pilot.
Smaller workflows that reuse the same building blocks
Specific, low-effort workflows that save time and cost without replacing the systems you already run.
Triage of low-value claims
Customers capture guided photos so simple claims can be triaged without sending an assessor.
Pre-issuance inspection
A customer self-captures the vehicle or property before cover starts, with a prompt for each required angle.
Agent onboarding
Collect IDs, licences and declarations from new agents remotely, with approvals recorded.
Your servers, or Teams
Video assistance runs in a private session hosted on your own servers. If your staff already work in Microsoft Teams, it can run there instead. The workflow is the same either way.
The same platform, configured differently
One V-Board platform, configured for your organization
We map your current process, identify automation opportunities, configure V-Board services, validate the solution and deploy it with your team.