“Speed up your on site surveys and ensure accurate assessment generation for insurance underwriting purposes.”


With field representatives spending valuable time creating digital reports for on site surveys, property/casualty and liability risk assessments, it is vital to provide high quality, up to date information for insurance underwriting purposes. Whether this be for commercial or personal lines of insurance, Klipboard removes the need for manual data entry, paper based methods, lost or damaged forms, re-entry and filing cabinet storage. Using an intuitive mobile app for data capture and syncing back in real time to a comprehensive cloud web admin for management, more time can be spent on performing more on site surveys and assessments, ensuring accuracy and increasing the efficiency of assessment generation.

Providing statistical, actuarial, underwriting and claims information, or analytical, compliance and fraud identification tools to policy language, location and technical services - Klipboard allows you to ensure compliance. It provides the insurers, re-insurers, agents and brokers can be with a guarantee the data captured on site by your field representatives, along with images, text and signatures for sign off has been done in a secure, compliant way. By the time you finish capturing site data on the mobile app, your report or form is already formatted with all your information and photographs in a style you require, available via our cloud web admin dashboard. Stringent security measures mean that the data collected is secure and can only be accessed by those with the appropriate authority.

Klipboard can help deliver benefits to your industry:

  • Manage all your client information through our intuitive Client CRM, Document Management and Notes features
  • Streamline and organise processes for engineers in the field by having a real time view of schedules, task progress and access to the required data via our web admin dashboard
  • Use our Workflow Generator to create any type of mobile workflow form or report such as building surveys, valuation and Homebuyer's report for completion by the engineer on the mobile app
  • Our PDF Designer allows you to design the output of your final forms or reports as you wish and make sure they are directly in line with your company brand
  • Eliminate the risk of forms being lost, damaged or destroyed by utilising our secure cloud storage and comprehensive management features on our web admin dashboard
  • Users can work offline, be re-assigned or removed from a task to ensure ease of management along with stringent security and protection of data

Great Features, Expertly Organised

With Klipboard you get plenty of features presented in a user friendly interface so as not to overwhelm you. Our range of features will bring many benefits to your organisation and employees, as well as your customers.

Create and Schedule Tasks

Client CRM, Notes & Documents

Location Maps & Routing

Workflow Forms & PDF Designer

Invoicing & Quoting

Offline Access

Task Dashboard & Progress Status

Signature & Image Capture

Send Notifications

Security & User Roles