Insurance — Overview

The Insurance add-on (InsurOps): FNOL triage, adjuster dispatch, estimate approvals and subrogation recovery.

Module Overview

The Insurance Claims & Adjustment Operations add-on (InsurOps) — package id insurance, domain INSURANCE — is a wired, purchasable package gated by a tenant entitlement and per-user Insurance roles. It automates the field, agency, adjuster and back-office approval chains that run a claims operation.

At a glanceDomain: INSURANCE
URL prefix: /insurance/…
Governance screens: Roles, Claims & Adjustment Team (staff)
Operational master data: Adjuster & Field-Agent Directory, Repair & Service Network
Operational screens: FNOL Triage, Claim Files Hub, Fraud & Risk Scoring, Dispatch & Field Calendar, Estimate Approvals, Settlement & Payouts, Subrogation & Recovery, Salvage & Parts, InsurOps Analytics

Sub-modules

InsurOps operational screens are organised into three sub-groups, plus the standard Administration & Access and Operational Setup groups.

Group	Screens
Claims & Intake Workflow	FNOL Triage & Loss Intake, Claim Files Hub, Fraud & Risk Scoring
Field & Estimate Operations	Dispatch & Field Calendar, Estimate Approvals & Limits, Settlement & Payouts
Recovery & Analytics	Subrogation & Recovery, Salvage & Parts Management, InsurOps Analytics

Coming soon

InsurOps screens ship as guided placeholders today; the module is wired and active-by-default so a tenant admin can already see the structure while the screens are built out.

Capabilities

Insurance ships with 8 out-of-the-box capabilities. Approver capabilities carry sign-off authority.

Capability	Purpose	Approver
ins:fnol:intake	Capture first notice of loss + evidence
ins:fnol:triage	Score, validate and prioritise notifications
ins:adjuster:assign	Dispatch field agents / independent adjusters
ins:field:inspect	Perform inspections and submit field reports
ins:estimate:review	Review parts, labor and material line items
ins:estimate:approve	Approve estimates above threshold limits	Yes
ins:subrogation:manage	Open/track recovery against liable parties
ins:recovery:settle	Negotiate and settle recovery amounts	Yes

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Frequently Asked Questions

What do I need to use the Insurance add-on?

The tenant must have the Insurance package activated, and your user must hold an Insurance domain role. See Domain Roles & Capabilities.

Can an Insurance user see other add-ons’ data?

No. An Insurance role exposes only INSURANCE and GLOBAL capabilities.

Where is this add-on’s data stored?

Under the tenant’s per-module folder on the server (roles in roles/roles.json).

Is it available out of the box?

Insurance is a wired, active-by-default package — its screens exist as guided placeholders today; a tenant admin just activates it.