Claims and underwriting forms without the SaaS data risk
Insurance forms touch personally identifiable information, asset details, and claims data — all of which carry regulatory weight. Endatix gives you the form infrastructure without relying on external platforms to store or process that data on your behalf.
How Insurance teams use Endatix
Common form and survey workflows across the industry.
Claims Intake (FNOL)
Structured first-notice-of-loss forms that route to the right adjuster based on claim type and loss category.
Property Inspection Checklists
Standardised inspection forms for field adjusters, with photo upload and location fields built in.
Underwriting Questionnaires
Risk assessment forms tailored by policy type, with conditional branching to skip irrelevant sections.
Policy Renewal Applications
Pre-filled renewal forms so policyholders only confirm or update what has changed since the prior term.
Vehicle & Asset Inspection
Structured damage assessment forms with image attachment and section-level severity ratings.
Third-Party Statements
Collect statements from claimants and third parties in a consistent, audit-ready format.
Built for how Insurance teams work
Platform capabilities that make a real difference in this context.
File Upload for Evidence
Accept photos, PDFs, and short video clips as part of the claim or inspection form.
Conditional Routing
Branch the form based on claim type, loss code, or coverage category to keep forms focused.
Pre-filled Renewals
Existing policy data populates the renewal form automatically — policyholders only confirm changes.
Partial Submissions
Complex claims forms can be saved and resumed — useful for adjusters working in the field.
Webhooks to Core Systems
Push completed claims to your policy or claims management system automatically on submission.
Custom Question Types
Add specialised field types — damage severity selectors, coverage matrices, or signature capture.
Ready to keep your form data under your own roof?
Book a 30-minute call and we'll show you how Endatix fits your workflow.
Book a demoReady to keep your form data under your own roof?
Book a 30-minute call and we'll show you how Endatix fits your workflow.
Book a demo