For insurance brokers & claims advice
Manage your clients’ accident reports right in the broker dashboard
With the right plan, insurance brokers can retrieve accident reports directly from their clients and manage them in a dashboard. Claims information becomes more structured, available faster and easier to integrate into ongoing advice.
Overview
Less email chaos in claims support
After an accident, clients often have to pass documents, photos, party data and accident descriptions to their broker — frequently scattered across email, messenger or phone.
With Unfallbericht.at, clients create the report digitally and share it directly with their broker – the case lands in the dashboard immediately. All data, images and the finished PDF are ready there, complete and ordered, without follow-ups or collecting.
Audiences
Who is this solution for?
The broker solution fits businesses that actively support clients through claims and want to follow up on accident reports professionally.
Insurance brokers
Individual brokers who actively guide clients through claims
Broker firms
Firms with several advisors and orderly case management
Motor claims advisers
Specialists focused on motor claims handling and settlement
Multi-line brokers with motor books
Businesses where motor is one of several lines they manage
Broker networks
Alliances of several locations or partners with a shared presence
Benefits
Benefits for broker businesses
Two things make the difference: you no longer have to chase reports – and you receive them in a quality that rarely emerges manually.
Reports come to you – no more chasing
Instead of collecting documents and calling clients back, the shared report lands in your dashboard immediately – with all data, images and the finished PDF. That saves a lot of time and coordination per case.
- Chasing emails
- Collecting photos one by one
- Calls & follow-ups
Reports of especially high quality
The app guides clients step by step through the accident capture. So you receive complete, structured reports – not patchy descriptions.
Manage cases in the dashboard
Shared reports appear structured with status, case details and handling options.
Consent and trust
Sharing does not happen covertly but on the basis of a clear approval by the client.
Better client care
Brokers stay present at the decisive moment and can support claims handling more systematically.
Functions
Possible functions
Workflow
How the workflow can look
- Client
Create the report
A client captures the accident digitally in the app.
- Client
Share with the broker
The report is shared specifically with the selected broker.
- System
Approval stored
Approval and relevant case data are documented traceably.
- Broker
Visible in the dashboard
The shared report appears directly in the business dashboard.
- Broker
Support the case
The case is reviewed, followed up and used further in the advice.
Trust
Data protection, consent and integrity
Insurance and claims information is sensitive. The broker solution is therefore designed for clear approval, structured roles and traceable processing.
Approval by clients
Reports are not automatically distributed to arbitrary third parties.
Professional case management
Brokers work with orderly records instead of scattered attachments.
Team-ready
Depending on plan and setup, several people in the broker business can be involved.
Want to handle your clients’ accident reports more systematically?
We are happy to discuss which plan and workflow fit your broker business.