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For independent loss adjusters

Claim file in, sourced report out.

Drop in the file, talk through your site visit, and review a draft where every line links to its evidence.

Illustration: a site-visit voice note and photos of a damaged house flow into a draft loss report, with a line checked under a magnifying glass and an approved and sourced seal

Every line shows its working

Each statement in the draft links to the page, clause or moment in your recording it came from. Anything that needs your judgement is highlighted, not decided.

Preliminary loss reportDraft for review

Circumstances of loss

In the early hours of 5 October the supply hose to the washing machine in the first-floor flat split at its connection.Site note 01:12 Water brought down part of the ceiling over the bakery preparation area.Instruction p1

Policy cover

Escape of water is an insured event under clause 4.2.Wording p12 The tenant had been away for about 11 days, which we are confirming.Site note 03:40

Site note 03:40“Tenant was away. Left around the 24th of September, back the day after the escape.”

How it works

No new system to learn. Forward the instruction, talk through your visit, and review a draft that shows its working.

Drop in the file

Forward the insurer’s instruction or upload it. Policy, quotes, invoices and emails are sorted into the claim as they arrive.

Talk through the site visit

Record voice notes on your phone as you walk the loss. They are transcribed and linked to the claim and your photos.

Review a sourced draft

Get a preliminary report in the insurer’s template, with policy points and missing documents flagged for your judgement.

Built around how adjusters work

The judgement stays yours. SourcedView takes on the reading, the cross-checking and the first draft.

Every statement sourced

Each line in the draft links to the page, clause or moment in your recording it came from. Check anything in one click.

You stay in control

Points that need your confirmation are highlighted, not decided. Nothing leaves the office until you approve it.

Policy checked against the facts

Relevant cover, exclusions and conditions are matched to what you found on site, including underinsurance and excess.

Ready for the surge

When a storm brings a wave of instructions, files are organised and first drafts are ready, so deadlines hold.

Designed for insurer confidentiality

Your files contain your insurers’ data. We treat it that way from day one.

Hosted in the EU

Files and processing stay within the European Union.

GDPR processing terms

A data processing agreement as standard, ready for your insurers’ requirements.

Never used for training

Your files are used only to work on your claims.

Help shape SourcedView

We are working with a small group of independent adjusting firms in the UK and the Netherlands. Book a 20-minute conversation and see the product on a real claim file.

Book a conversation