Insurance Field Operations Software
Insurance companies need real visibility over agents, adjusters, inspectors and field sales teams working outside the office. CityTroops Financial Services centralizes field visits, inspections, collections and operational activities from a single mobile app with GPS tracking, digital reports and evidence captured from the field.
Trusted by companies in 22+ countries
to run their field operations.
Ready to see your field operations in real time?
Start a value-driven pilot of up to 15 days – no user limits, no report limits. You choose how many field reps, supervisors, or trade marketing staff to include, from 1 to 500 or more.
Set up tasks and report categories from day one. Need something custom? We’ll build it for you.
- A trial built around your operation - no user limits
- 100+ report catalog
- Customization available*
*Customization available with a configuration fee.
Have questions? Browse our FAQ
Book a call with our team and request a trial for your field operations.
Field Agent and Insurance Team Management
Manage insurance agents, field sales teams and field representatives with an insurance field operations platform focused on operational traceability. CityTroops’ insurance field operations software lets you track attendance, validate field visits and monitor field routes from the mobile app to maintain visibility over distributed field teams.
- Attendance and field visit tracking
- GPS monitoring and territory coverage
- Mobile forms for operational management
- Photo evidence from the field
- Activity tracking by agent or territory
- Field visit traceability
Insurance Inspections, Claims Adjusting and Field Reporting
Adjusters and inspectors can document claims directly from the mobile app using custom forms, geotagged photos and digital evidence. All information is centralized to maintain full inspection traceability and centralized field reporting. Every inspection is backed by geotagged evidence and digital forms, ensuring complete auditability for internal audits or regulatory compliance requirements. CityTroops is the insurance inspection software that gives adjusters and inspectors a fully digital workflow from the field.
- Field inspection records
- Damage assessment forms
- Evidence, technical observations and digital signatures
- Centralized inspection history
Case Assignment, Route Planning and Response Times
CityTroops’ insurance field operations software lets you assign cases, plan routes and distribute tasks for field agents, adjusters and inspectors. With built-in field inspection management, the platform helps reduce claims response times and maintain control over every assigned case, while monitoring field visits, inspections and operational activities.
- Task and case assignment
- Route planning by territory
- Territory coverage control
- Real-time activity monitoring
- Task and inspection status
Insurance Premium Collections and Field Visits
The platform manages insurance premium collections in the field with payment records, evidence and visit tracking. CityTroops helps supervise collections teams and maintain complete traceability of every premium collection activity in the field.
- Payment and collections records
- Collections route management
- Agent GPS tracking
- Collections visit history
Real-Time Operations Dashboard for Insurers
The platform centralizes operational data to monitor agents, inspections, collections and field visits from real-time dashboards. Supervisors and management can visualize territory coverage, field execution compliance and distributed field team activity.
- Real-time operations dashboard
- Agent and adjuster tracking
- Metrics by team or region
- Task and visit completion tracking
- Centralized field reports
Centralize agents, inspections, collections and field visits in a single insurance field operations platform. With CityTroops Financial Services, get real-time visibility into what happens in the field and supervise your entire team’s execution from one place.
Take Control of Your Insurance Field Operations with CityTroops
FAQs
Questions about CityTroops?
Find your answers here or reach out.
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It is a platform that allows you to supervise field agents, adjusters, inspectors and collections teams working outside the office. The system centralizes visits, inspections, routes and operational evidence from a mobile app and web platform.
The platform lets you supervise insurance agents, field sales teams, adjusters, inspectors, collections teams and territory supervisors from a single centralized operation.
Yes. The mobile app includes offline mode, agents can log activities, submit reports, and capture evidence even in areas with no connectivity. Everything syncs to the platform once the connection is restored.
Every activity is recorded with GPS, forms and evidence tied to the visit to maintain full operational traceability.
