Digital productivity tools for loss adjusters

Digital productivity tools for loss adjusters
This case study shows how to increase productivity and reduce the chance of errors in the daily work processes of loss adjusters. The goals are achieved through a smart combination of existing Microsoft software and PortalCMS modules.

This is a typical PortalCMS project for a loss adjusters company:

  • Approximately 15 employees
  • one-time budget maximum € 10K
  • annual budget approximately € 3K


Available software and hardware

  • Office 365 (Word, Excel and Outlook)
  • File storage (network shares on locally running Windows server and Onedrive storage)
  • PCs, laptops, Apple and Android smartphones


Important requirements

  • Secure storage and synchronization of files in accordance with GDPR
  • A role-specific and intuitive user interface
  • Employees are given access to all files
  • Freelance experts only get access to assigned files
  • Customers receive reading rights in their own files
  • Access to relevant data from PC, laptop and smartphone
  • Management gets real-time insight into key figures
  • Social intranet with knowledge base
  • Clear low costs


In this case, we provided the following combination of software components:

  • Office 365, Sharepoint online and Onedrive
  • PortalCMS with role-specific interface for web and mobile app
  • PortalCMS modules file management, relationship management, Onedrive synchronization, e-mail processing, time registration, knowledge base and reporting.


In the video below you can see what the above solution looks like.



date_range Published on 06-09-2020 11:27
person PortalCMS
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