What's New
Send Statement of Loss documents directly to clients from the app. Clients receive an email with a secure portal link to view the document and download it as PDF or XLSX. You control link expiry (30 days, 90 days, or never) and can revoke access anytime. The app tracks when documents are delivered, viewed, and resent.
In-App Editing
Edit and preview statements of loss before sending. Toggle between PDF and spreadsheet views, customize disclaimers per phase, and track replacement values separately from your price codes. All changes auto-save, and you see exactly what clients will receive.