Cotality Product Evaluation Survey

Claims Workspace — Theme 1

User Experience & Integrated Data Assets

Modern, Visually Appealing UI

Overall aesthetics, visual hierarchy, and font clarity.

Intuitive System Navigation

Ease of locating tools, menus, and returning to primary queues.

Embedded Data & External Integrations

Rate the operational value of built-in data feeds accessible directly inside the workspace.

Capability / Integration	High Value	Moderate	Low Value	Didn't Use
Built-in Partner Integrations (Google Street & Map)
Cotality Enriched Data
MLS Real Estate & Property Imagery

Staying in 1 System vs. Toggling Across Multiple Portals

Major Time Saver Moderate Improvement Neutral / No Change Adds Friction

Claims Workspace — Theme 2

Claim Management & Asset Workflow

Finding Your Claims

Filters, search speed, and queue views.

Timeline of Events

Audit trail and history tracking.

Identification of Participants

Policyholders, vendors & contacts.

Photo Management

Upload, tagging, photo sheets.

Reporting & Management Visibility

KPIs and operational reporting.

Partner Integrations & Automations

Auto-assignments & external sync.

Claims Workspace — Theme 3 & 4

Claim Documentation & Desk Handling Tools

Estimates, Diagrams & Photos Handling

Clarity when generating combined documentation bundles.

Assignment Organization

Separation between Structural, Contents, Mitigation.

Virtual / Desk Claim Handling Modules

Rate each specialized desk module included in the evaluation:

Questionnaires & Auto Estimate Guidance

Video Collaboration Module

Contents Inventory Handling

ALE (Additional Living Expense)

Payment Tracker

Validate Review Process

Workflow Automations (Authority, Roof CAD)

Automated Calculators (Debris Calculator)

Customer Self Service (Engage Link)

Claims Estimate — Theme 1

Estimating User Experience & Workflow Fit

Purposeful Redundancy (Workspace & Estimate)

Smooth transition of claim context when moving into estimate creation.

Intuitive Design and Navigation

Clarity of estimating tabs, line item menus, and total summaries.

Claims Estimate — Theme 2

Diagramming Engine & Import Features

Importing Partner Diagrams (Hover, Eagleview)

Reusing Diagrams Across Assignments (e.g. Water Mit)

Diagramming Functionality for All Daily Use Cases Supports complex roofs, interior rooms, and structures.

Diagramming Speed to Proficiency / Learning Curve How easy is it for new adjusters to learn?

Claims Estimate — Theme 3

Estimating Capabilities & Smart Tools

Adding Items via Assembly

Adding Items via Smartpicks

Adding Items via Database Search

Smartscope (Total Loss Estimating Tool)

Database Includes All Necessary Day-to-Day Items

Claims Estimate — Theme 4

Estimate Mobile (iOS Platform Field Assessment)

Rate each specific field feature on the Estimate Mobile iOS platform (1 to 5 Stars or N/A):

1. Modern, Intuitive User Interface (Mobile)

2. LiDAR Diagram Creation

3. Assembly Utilization on Mobile

4. Voice to Estimate Dictation

5. Adding Database Line Items on Mobile

6. Photo Capture, Captioning & Upload Process

7. Ability to Fully Complete Diagrams/Estimates Onsite

Product Evaluation & Decision Survey

User Experience & Integrated Data Assets

Embedded Data & External Integrations

Claim Management & Asset Workflow

Claim Documentation & Desk Handling Tools

Virtual / Desk Claim Handling Modules

Estimating User Experience & Workflow Fit

Diagramming Engine & Import Features

Estimating Capabilities & Smart Tools

Estimate Mobile (iOS Platform Field Assessment)

Executive Consensus & Recorded Ratings

1. Formal Implementation Decision Vote

2. Keep / Start / Stop Retrospective

3. Recorded Summary Breakdown Fully Labeled Audit

Claims Workspace Ratings

Claims Estimate Ratings

Decision & Retrospective Inputs