SurveyorAI --- Dashboard

Report Header

Surveyor office · reference · date · addressee

Draft

Our Ref

Date of Report

Surveyor / Office Name & Address

Surveyor GSTIN

Surveyor License No.

To: Insurer Name & Address

Kind Attention

WITHOUT PREJUDICE — FINAL SURVEY REPORT

Claim summary table — as appears on page 1 of every FSR

POLICY TYPE/NO.

CLAIM NO.

INSURED

DATE & TIME OF LOSS

DATE & TIME OF INTIMATION

DATE OF SURVEY

DELAY IN INTIMATION

LOSS LOCATION

SITUATION OF LOSS

CAUSE OF LOSS

CIRCUMSTANCES OF LOSS

LOSS RESERVE RECOMMENDED EARLIER

₹

GROSS ASSESSED LOSS

₹

NET ADJUSTED LOSS / SETTLEMENT AVAILABLE

Auto-calculated by Financial Engine ↓

LESS: % In Absence of Police FR

%

SETTLEMENT AVAILABLE

Computed automatically below after you click Compute Settlement

POLICY DETAILS

Complete policy & insured particulars table

POLICY TYPE/NO

INSURERS

NAME & ADDRESS OF INSURED

BANK/FINANCIERS

OCCUPATION

LOCATION OF LOSS AFFECTED

PERIOD OF INSURANCE

CLAUSES

WARRANTIES/CONDITIONS

DEDUCTIBLE

INTRODUCTION

Survey appointment, inspection account & documents verified

Introduction

ABOUT THE INSURED

Business background, ISO certifications, products, markets

About the Insured

NATURE & EXTENT OF LOSS

Survey inspection visit account & discussion with insured

Nature & Extent of Loss

Survey Contact Person & Designation

NATURE & EXTENT OF DAMAGE / LOSS

Detailed physical findings & key observations from survey

Nature & Extent of Damage / Loss (each finding on new line — AI will format as bullets)

THE INSURED'S CLAIM

Claim bill submitted, stock register verification, material values

The Insured's Claim (Narrative)

Material Stolen

₹

Recovery

₹

Balance

₹

THIRD PARTY

Third-party property or material loss/damage

Third Party Loss / Damage

Third Party Details (leave blank if none)

POLICY CONDITIONS & WARRANTIES AND THE INSURER'S LIABILITY UNDER POLICY

Coverage confirmation, warranty compliance, breach assessment

Policy Conditions, Warranties & Insurer's Liability

OTHER INSURANCES

Concurrent / double insurance confirmation

Other Insurances

Other Insurance Details (if applicable)

INSURERS' LIABILITY

Liability attachment confirmation

Insurers' Liability

SUBROGATION/RECOVERY

Recovery status, police investigation & insured's consent

Subrogation / Recovery

GROSS LOSS ASSESSED

Total gross loss including GST as assessed by surveyor

Gross Loss Assessed (Including GST) ₹

₹

Required

Basis of Assessment

GST COMPONENT

GST portion disallowed — insured may avail input tax credit

Less: GST Component ₹

₹

GST Remarks

DEDUCTION FOR RECOVERED MATERIAL

Material recovered / salvaged after the incident — deducted from gross loss

Less: Recovered Material ₹ (as confirmed by insured & surveyor)

₹

Description of Recovered Material

UPGRADATION / IMPROVEMENT ADJUSTMENT

Deduction for upgrades, improvements and betterment applied to reinstated items

Upgradation / Improvement Deduction %

Basis & Justification

SALVAGE CONSIDERATION

Residual value of damaged property / goods after the loss event

Salvage Value ₹ (leave 0 if NIL)

₹

Salvage Remarks

UNDERINSURANCE CALCULATION

Average clause — if value at risk exceeds sum insured, proportionate deduction applies

Sum Insured ₹

₹

Required

Value at Risk ₹ (Total stock value at time of loss)

₹

Required

Underinsurance Remarks

POLICY EXCESS / DEDUCTIBLE

Contractual deductible per policy terms — applied after underinsurance

Policy Excess / Deductible %

Minimum Deductible Amount ₹ (whichever is higher)

₹

Deductible Remarks

NET ADJUSTED LOSS / SETTLEMENT RECOMMENDED

Final computed settlement — click Compute Settlement to calculate

Fill all sections above then click Compute Settlement to see the full calculation waterfall.

⚡

Enter values & click
Compute Settlement

REMARKS

Non-standard adjustments & surveyor instructions to insurer

Remarks

ANALYSIS OF GROSS PROFIT RATIO AND FINANCIAL TREND

4-year revenue, gross profit & YoY% — GP ratio auto-computed

Sr. No.	% Change YoY	% Change YoY	GP Ratio
1	—	—	—
2	—	—	—
3	—	—	—
4	—	—	—
Average GP Ratio			—

RECOVERED MATERIAL WITH VALUE

Gross value · taxable amount · total recovered value

Gross Material Value

₹

Taxable Amount

₹

Total Recovered Value

₹

CONCURRENCE

Insured's acceptance of the loss assessment

Assessment Shared with Insured On

Insured Concurrence Received On

Concurrence Details

ON ACCOUNT PAYMENT

Interim / advance payment recommendation

On Account Payment

On Account Payment Details (if recommended)

AI Generated Final Survey Report

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Not Generated

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CORPORATE SURVEYOR DECLARATION

Surveyor details, license, signatures & enclosure list

Name of Corporate Surveyor

License No. of Corporate Surveyor

Loss Adjuster (Signatory 1)

Director (Signatory 2)

Enclosures

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