Warranty and insurance documents

An insurer form, an Audatex estimate, a manufacturer warranty claim, photos, parts invoices and the VIN: every case means an hour of paperwork and an e-mail about a missing document. The solution fills in the form from the inspection report and the Tekmetric or Shopmonkey repair order, assembles the attachments and prepares the package, and the service advisor reviews and sends it.

Built for ISO 27001NIS2 DORA

Warranty and insurance documents
  • Document recognition
  • Case archive and support

An insurance claim package from Tekmetric or Shopmonkey ready in minutes, gaps visible at once

  • Tekmetric or Shopmonkey VIN, mileage and amounts taken from the repair order
  • Each insurer's form filled in by its fields, Audatex left to the estimator
  • Gap list missing photos and parts invoices flagged
  • Administrator reviews the package and sends it to the insurer

Insurance and warranty cases are profitable for an auto repair shop but cost a lot of administrative time. Every insurer has its own form and requires an Audatex estimate, the manufacturer has its own warranty claim, and all of them need the same things: the VIN, mileage, before and after photos, the inspection report, the repair order from Tekmetric or Shopmonkey and parts invoices from Inter Cars or another supplier. The service advisor collects these from different places, retypes the same data into several forms and estimate lines, and a week later receives an e-mail that a photo from another angle or a parts invoice is missing.

The solution starts from the shop software: when a repair order in Tekmetric or Shopmonkey is marked as an insurance or warranty case, the agent collects all related documents, the photos from the mechanic's phone or the system, the inspection report, parts orders and supplier invoices. Document recognition extracts the VIN, mileage, dates, part numbers and amounts from them, and a Claude model on Amazon Bedrock in an EU region fills in the form of the specific insurer or manufacturer according to its fields and writes the description of the incident and the work performed in the structure that institution requires. The agent prepares the list of work and parts in a structure that can be transferred to an Audatex estimate, which your estimator creates and approves; the agent does not create the Audatex estimate itself. The agent then checks the package against the insurer's requirements list: whether all photos are present, whether supplier invoices match the repair order, whether the VIN matches the vehicle registration document, whether the dates are logical, and flags missing items for the service advisor. The service advisor reviews the completed form and attachments, adds what is missing and sends the package to the insurer through its portal or by e-mail, and a flag with the date the package was sent is recorded on the repair order in the shop software. The decision on the payout and its amount is made by the insurer or manufacturer, and the agent does not predict it. We connect to Tekmetric and Shopmonkey through their APIs or exports, depending on the version; we choose the method after a check. Data stays in the EU and is not used to train the model, and all packages are archived in your environment, with copies that we can keep under our backup solutions.

How it works

Four steps from input to a record in your system, with human approval wherever there is risk.

The case is flagged in the system

The service advisor flags the repair order in Tekmetric or Shopmonkey as an insurance or warranty case and selects the insurer or manufacturer. The agent collects the related photos, the inspection report, parts orders and supplier invoices from Inter Cars or another supplier from the shop software and the files uploaded by the mechanic.

What you get

Set of insurer and manufacturer forms
Set of insurer and manufacturer forms

The forms of your most frequent insurers and manufacturers with field mappings, an attachment requirements list for each, and a work list structure suitable for transfer to an Audatex estimate.

Document recognition
Document recognition

Extraction of the VIN, mileage, dates, part numbers and amounts from inspection reports, supplier invoices and photos, with a check that the data matches between the documents and the repair order in Tekmetric or Shopmonkey.

Package screen for the service advisor
Package screen for the service advisor

The completed form, attachments and gap list in one place, with the option to add items and mark the package as sent directly on the repair order in the shop software.

Case archive and support
Case archive and support

An archive of all sent packages with dates and replies, linked to the repair orders in Tekmetric or Shopmonkey, and our support when forms change.

What we build it with

Document recognition + insurer and manufacturer forms, repair orders and attachments from Tekmetric or Shopmonkey through an interface, API or export, depending on the version, a work list for an Audatex estimate. We choose the platform by the task and by where your data may be located. Read more about this service and its limits on the service page.

Frequently asked questions

Does the agent send documents to the insurer or create the Audatex estimate itself?

No. The package is always reviewed and sent by the service advisor, because it is your company's claim to the insurer or manufacturer, and the Audatex estimate is created and approved by your estimator in their own account; the agent only prepares the work and parts list for it. The agent makes sure the review takes minutes rather than an hour and that nothing is missing.

Does it work with Tekmetric or Shopmonkey?

Yes. We read and write repair orders, parts and flags through the Tekmetric or Shopmonkey API. With other shop software we connect through an API, a file export or an e-mail flow, depending on the version. We choose the integration method after a check, and if there is no interface, the agent collects the documents from an agreed folder.

Where are customer and vehicle data processed?

The model runs on Amazon Bedrock in an EU region, data is not used to train the model, and packages are stored in your environment. Only the documents of the specific case are passed to the model, not the whole customer database, and every processing step is logged. The decision on the payout is made by the insurer or manufacturer, and the agent does not assess it.

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Expertise confirmed by certifications

This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.

All certifications
  • AISP badge
    AISP PECB

    Artificial Intelligence Security Professional

    AI systems are deployed with protection against data leakage and model abuse.

  • AAISM badge
    AAISM ISACA

    ISACA Advanced in AI Security Management

    The AI security programme and its controls are managed following the ISACA methodology.

  • AAIR badge
    AAIR ISACA

    ISACA Advanced in AI Risk

    AI risks are identified and managed like any other IT risk.

Let's discuss: warranty and insurance claim documents

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