PeritOS Reviews & Product Details

PeritOS is loss adjusting software for firms that carry out insurance claim inspections. It connects every stage of a claim in one case file: instruction, adjuster assignment, scheduling, site inspection, report, review and sign-off. Work queues, deadlines and KPIs run across all stages, and each step is logged with who did it and when. Instructions and assignment. Claims are opened by hand, with three required fields, or through an intake API with keys managed by the firm. The service type brings the deadline, the client's instructions and the report template. Assignment rules weigh valid skills, territory, availability, workload and travel time, always exclude a conflict of interest, and keep the candidates' scores and the reason for each exclusion. Assignment can be automatic or go through approval. Deadlines and operations. SLA policies are set per client, insurer, product and service type, counted in business days with holidays, and send email warnings before a breach. Work queues show what is unassigned, to schedule, overdue, returned or on hold. Dashboards cover operations, deadlines, assignment and quality, and one click on a value opens the claims behind it. In the field. The field app is an installable web app that works with no signal. Visits, notes, photos, video and audio are kept in an encrypted copy protected by a PIN and sync when the connection returns, with conflict resolution. Claimants can send photos and documents through a secure link, without an account. Every uploaded file is scanned for malware. Reports and quality. Report templates are versioned, can be imported from Word, and fill in fields from the claim. Review happens section by section with a checklist and version comparison. Authors never review their own work, and closing a claim takes two different people. Access and data. Five default roles (administrator, director, supervisor, adjuster, administrative staff), with permissions checked on the server for every request, personal data masked for users without permission, an audit log, and two-step verification for sensitive roles. Each customer has a dedicated installation hosted in the EU (Hetzner, Germany or Finland), with database backups every 15 minutes. Optional modules, enabled per installation: remote visit by SMS link (not recorded), insured signature on screen or by link, client portal, Outlook add-in, DocuSeal e-signature, insurer-portal order feed, audio transcription in the EU region, and AI suggestions such as pre-filling a claim from an email (off by default; the adjuster always decides). Interface in Portuguese, English and Spanish. Available in Portugal and Spain. Built and operated by CloudWorks, Lda, in Maia, Portugal.