The operating system for your loss-adjusting firm.
From the insurer's assignment to the paid fee, everything in one system: assignments, adjusters, deadlines, reports and invoicing. Connected to insurers' systems and configured to the rules of your operation.
PeritOS combines "peritos", Portuguese for adjusters, with OS, as in operating system.
30 minutes, using your own processes. No commitment.
Software should fit the firm, not the other way round.
Full control of every assignment, from the first minute to the last cent.
- 1
Receive.
Insurer integration, import or manual entry. One assignment, one record, entered once.
- 2
Allocate.
Automatic rules, or manual assignment with the adjuster map in front of you.
- 3
Inspect.
Mobile app in the field, or a video session with Teleperitagens.
- 4
Review and deliver.
Supervisor review workflow and structured return to the insurer.
- 5
Invoice.
A running account for each adjuster, invoicing and payment files.
Everything a loss-adjusting firm needs. Nothing it doesn't.
Assignment management
Every case in a single record: claim details, parties, documents, photos, communications, history and deadlines. Global search and action lists ("In review", "Returned", "At risk") for each profile.
Smart allocation
Automatic assignment by availability, area and specialism, with the adjuster map and each adjuster's workload. The coordinator always has the final say.
Adjuster app
Digital forms, annotated photos, GPS location and offline mode. It syncs on its own when the connection returns.
Automatic reports
Report templates per insurer and per claim type, filled in with the data collected on site. A PDF with your firm's branding, ready to review and sign.
Deadlines and SLAs
Each insurer's rules built into the system. Alerts before critical milestones and a combined view of at-risk cases, so you can decide quickly.
Insurer portal
Each client sees the status of their cases, photos and reports, without phone calls or emails asking for an update.
Communications
Email, SMS and push notifications for adjusters, coordinators, insurers and policyholders, at the right points in the case.
Media processing
Photos and videos optimised, with automatic thumbnails and pre-processing, stored in the cloud and linked to the right case.
Finance module
Automatic calculation of fees, bonuses and penalties in each adjuster's running account. Batch payment files and integration with your invoicing software.
KPIs
New assignments, closed cases, SLA breaches and average response times, broken down by adjuster, department and insurer.
No-code configuration
Case types, statuses, forms, deadlines, allocation rules and report templates are all set from a central panel. The operation grows without waiting for developers.
Profiles and access
Profiles designed for claims inspection, with an immutable log of every access.
Connected to insurers. No double data entry.
- 1
The assignment starts in the insurer's system.
The insurer logs the claim in its own system, with its own rules, SLAs and business logic. Nobody types the assignment in again.
- 2
It travels by API and webhooks, both ways.
The assignment arrives with no manual step. Status, reports, metadata and photos return automatically to the insurer's core system.
- 3
It lands in PeritOS and the adjuster app.
The case opens already filled in and goes out to the adjuster in the field, with deadlines built to each client's standards.
Also connects to: invoicing software, bank payment files, Teleperitagens, and other systems through the API.
When the trip isn't worth it, the inspection happens by video.
Teleperitagens connects to PeritOS through an API and webhooks. The session is created from the case, and the photos, videos and report come back to the same case.
From first contact to live operation, with us alongside you.
- 1
Discovery.
We map your process, the insurers you work with and each insurer's rules.
- 2
Configuration and integrations.
We set up forms, deadlines, profiles and reports. We connect the insurers and your invoicing.
- 3
Pilot.
A small team uses PeritOS on real cases. We adjust based on what you see.
- 4
Go-live and beyond.
Training for the whole team and a phased move into production. After that, continuous improvement.
Methodology: Scrum, with short delivery cycles and a dedicated team.
We build it. We run it.
Support
- Ticket-based helpdesk, Mon–Fri, 09:00–18:00 (Lisbon time)
- Portal, chat, email and a direct line to the technical team
- helpdesk.cloudworks.pt · helpdesk@cloudworks.pt · +351 308 813 745
Operations
- Active 24/7 monitoring
- High availability, with geographic redundancy
- Daily, isolated backups
Development
- The product evolves with the demands of the market and of insurers
- Custom development on a monthly retainer or in blocks of engineering hours
Three steps to PeritOS running in your firm.
- 1
Demo.
Thirty minutes, using your own processes.
- 2
Proposal.
Designed for the size of your operation and the insurers you work with.
- 3
Implementation.
With our team alongside you, as described above.
FAQ
Is PeritOS an off-the-shelf product or custom-built?
It is a product, with a common core shared by every customer and a configuration layer specific to each operation. When you need something configuration doesn't cover, we build it.
Is it for insurers or only for firms?
Both. Firms use it to run their operation. Insurers use it to manage their own adjuster network, or access the portal of a firm that already runs PeritOS.
Does the adjuster app work offline?
Yes. Adjusters capture data, photos and notes offline, and the app syncs when the connection returns.
How long does implementation take?
It depends on how many insurers you need to integrate and how complex the rules are. You get a fixed timeline in the proposal.
Can I import my existing cases?
Yes. Importing your history is planned during discovery.
Where is the data hosted?
In the European Union, on infrastructure with geographic redundancy, encryption and daily backups. See Security and GDPR.
What support is included?
Helpdesk Mon–Fri, 09:00–18:00 (Lisbon time), by portal, chat, email and phone, with 24/7 monitoring of the platform.
We have our own systems. Can you integrate?
Yes. PeritOS has an API and already integrates with insurers' core systems, invoicing and payments.
Is PeritOS available outside Portugal?
PeritOS was built and proven in Portugal and is available across Portugal and Spain. If you operate elsewhere, we are open to the conversation.