Websites
A client requests a property-condition consultation.
Property services / Loss-control service teams
Observations need an owner, not a loose attachment.
Visible property observations must reach the person coordinating the next review.
Request early accessPlanned use case · All products coming soon
The tools / Your context
Three tools. Use what the work needs.
Websites for intake. Actions AE for owned next steps. XCam for visual findings when a site visit needs proof.
Actions AE
Assign a planned visual site visit.
XCam
Attach a photo of a visible storage-area condition to its finding.
Illustrative workflow
What stays connected
in your workday.
Site requests & observation follow-up. An example of the handoff, not a live customer record or an activated industry configuration.
Try the sample action flow- 01
Websites
Capture the request
A client requests a property-condition consultation.
- 02
Actions AE
Own the next action
Assign a planned visual site visit.
- 03
XCam · where needed
Keep the visual context
Attach a photo of a visible storage-area condition to its finding.
- 04
Actions AE
Review the outcome
Refer it for qualified assessment and assign customer follow-up.
Where this fits — and where it does not
Not policy administration, underwriting, coverage determination or a certified claims-management system. Industry-specific configuration and availability must be confirmed before adoption. Do not enter customer or sensitive data into site examples.
Your service.
Your next action.
Explore the planned tools. Tell us what needs to stay connected. Early access is a request, not an activated account.