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Last 3 Months Summaries

FIO Wise Case Summary

FIO Name	Inspection Pending	Inspection Progress	Report DE Pending
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Expense Summary

Expense Type	Month	Total Expense (â‚¹)
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Dashboard

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Inspection Pending

0

Inspection Progress

0

Report DE Pending

0

Report QC Pending

0

Report Submitted

0

Closed With Fee

0

Withdrawn

0

Ref No	FIO	TAT	Date	Client	Dep	Tag	Region	Veh No	Insured	OPMV No	Claim	Status	Actions

TAT Wise Cases

Sorted by TAT Criticality (Maroon > Red > Orange > White > Green)

Actions	Status	Ref No	FIO	TAT	Date	Client	Dep	Tag	Region	Veh No	Insured	OPMV No	Claim

Case Details

Reference Number

-

Status

-

Department

-

Tag

-

Client

-

Date of Entrust

-

Region

-

Location

-

Vehicle No

-

OPMV Number

-

Insured Name

-

Policy No

-

Claim No

-

Assigned FIO

-

Assigned Backend

-

Case Progress

Case Documents (PDF)

Case Visit Data

Case Data Form

1. Insured Contact Number

2. Insured Job

3. IV repair-OD claim or paid by self

4. Insured asset detail

5. Is IV driver DL valid on accident date

6. Is IV policy valid on accident date

7. Driver Contact Number

8. Job of driver

9. Driver asset detail

10. Driver relationship with insured

11. Petitioner Contact number

12. Petitioner Job and address of office

13. Petitioner Income

14. Reason for delay in FIR registration

15. Cause of injury on wound certificate

16. Is TPV driver DL valid on accident date

17. Is TPV policy valid on accident date

Case Report

Case Expense Details

Expense Type	Date	Remark	Amount	Actions
Other Expenses Total:	â‚¹ 0
Grand Total (FIO + Others):	â‚¹ 0

Activity Log

Date & Time	Action / Status	Updated By	Remark

Fee Bill Details

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Prepare Investigation Report

1. Basic Information

Case No. & Tribunal Location

ITGI File No.

Policy / Cover Note No.

Policy Period

Name and Address of Insured

Insured Vehicle (No, Make, Model)

TP Vehicle (No, Make, Model)

TP Insurance Co.

Name and Address of Claimants

2. (A) Vehicles' Details

Attribute	Insured Vehicle	Opponent Vehicle	Other Vehicle
Registration No.
Engine No.
Chassis No.
Vehicle Type
Name of Owner
Name of Driver
Insurance Co.

Injured / Deceased Summary

No.	Name	Status (Injured / Deceased)
1.
2.
3.

2 (B) Details of Permit/Fitness

Permit No, Type and Validity

Fitness and Validity

3. Driving License Details

(A) Insured Vehicle Driver

Full Name

DL No.

RTO

Issue Date

Valid (Non-Transport)

Valid (Transport)

Auth to Drive

Badge No.

Does Auth Match Vehicle?

(B) TP Vehicle Driver

Full Name

DL No.

RTO

Auth to Drive

Does Auth Match Vehicle?

4. Police & Spot Details

Event	Location/Police Station	No.	Date	Time
Spot of Accident		-
Station Diary Entry
F.I.R. Details

5. Spot Panchnama

Panchnama Date

Panchnama Time

Vehicles seen at spot during Panchnama?

Details of damages noted in Panchnama?

6. Complainant Details

7. Post Mortem (PM) Report

Name of Deceased

PM Date

PM Time

Cause of Death

Age

8. Injury Certificate/s

Name of Injured

Hospital / Doctor

Admission Date

Discharge Date

Injury/Disability Details

RTI Mentioned?

Brief Description

9. Eyewitness Statements

Name	Date of Statement	Status of Individual

10. Discrepancies

11. Statements of Insured & Charge-Sheeted

(A) Charge-Sheeted Person

Details

(B) Owner of Insured Vehicle

Details

12. Brief Account of Incident

13. Inquiries with Insured / Driver

Person Met

Did they confirm incident?

Contact No.

Brief of interaction

Inquiries with Injured Claimant

Name of Injured

Address

Person Met

Confirmed Accident?

Age

Occupation / Income

Brief of interaction

Inquiries with Kin Claimants (Death Case)

Name of Deceased

Address

Confirmed Accident?

Income

Dependency Details (Names, Ages, Relations)

DOCUMENTS CHECK LIST

Document	Remarks
Police Documents
Claimant Visit
IV Owner Visit
IV Driver Visit
Spot Visit
IV RC Extract
IV Driver DL Extract
Witness Enquiry
Written Statement

Summary and Brief

1. Case Brief

2. FIR & Charge Sheet Summary

3. Age, Income and Treatment of Injured

4. Age, Income and Dependency of Deceased

Other Comments

PREVIEW MODE - Page Size: A4

Investigation Report

Case No. and Location of Tribunal
ITGI File No.
Policy / Cover Note No.
Policy Period
Name and Address of Insured
Insured Vehicle No., Make and Model
TP Vehicle No., Make and Model
TP Insurance Co.
Name and Address of Claimants

Understanding of the accident in detail from Police Records/Documents

1. Name(s) of all the injured / deceased:

No.	Name	Status
1.
2.
3.

2. (A) Vehicles' Details:

	Insured Vehicle	Opponent Vehicle	Other Vehicle
Registration No.
Engine No.
Chassis No.
Vehicle Type
Name of Owner
Name of Driver
Insurance Co.

2. (B) Details of Permit/Fitness:

Permit No, Type and Validity
Fitness and Validity

3. Details obtained from Driving License/s:

3 A. DL Details of Driver of Insured Vehicle:

DL No.	RTO	Issue Date	Valid (NT/TR)	Auth to Drive	Match?
			NT: TR:

3 B. DL Details of Driver of TP vehicle:

DL No.	RTO	Auth to Drive	Match?

4. Spot, Station Diary and F.I.R. details

Event	Location/Police Station	No.	Date	Time
Spot of Accident		-
Station Diary Entry
F.I.R.

5. Spot Panchnama details:

Date Of Panchnama / Time	/
Whether the vehicles involved were seen at the Spot?
Whether the details of damages suffered have been noted?

6. Details of Complainant:

7. Details of PM Report:

Name of Deceased
Date/Time of PM	/
Cause of Death
Age of Deceased

8. Details of Injury Certificate/s:

Name of Injured
Hospital / Doctor
Date of Admission / Discharge	to
Injury Details
Brief

9. Eyewitnesses / Individuals:

Name	Date of Statement	Status

10. Discrepancies:

11. Statements summary:

A. Charge Sheeted:

B. Insured Owner:

12. Brief Account of Incident (Criminal Case Records):

13. Inquiries with Insured / Driver:

Person Met
Confirmed incident?
Contact No.

Inquiries with injured claimant:

Name of Injured
Address
Person Met

Inquiries with kin claimants (INJURY CASE):

Note: Major/Suspicious claims are thoroughly investigated preferably with liberal use of electronic technology devices.

DOCUMENTS CHECK LIST

Collected documents	Remarks
Police documents
Claimant visit
IV owner visit
IV driver visit
Spot
IV RC Extract
IV driver DL extract
Witness enquiry
Written statement

SUMMARY

1. Case Brief:

2. Details of FIR and Charge Sheet:

3. Details of age, occupation/income and treatment of injured:

4. Details of age, occupation/income and dependents of deceased:

Any other comments:

Date:

Authorized Signatory
Sigma Surveyors & Loss Assessors

Sigma Organization Profile

Basic Details

Company Name

Address

Contact Number

Contact Email

GST Number

PAN Card Number

Firm Reg. Number

Firm Incorp. Date

Udyam Reg. Number

Udyam Reg. Date

Office Permit Number

Banking Details

Bank Account Type

Bank Name

Branch Name

Account Number

IFSC Code

MICR Code

Brand Assets (Images)

Visiting Card

Header Image

Footer Image

Signature Image

Seal Image

Logo Image

Fancy Logo Image

Letter Head

Profile Documents (PDF)

Upload Document

Date	Remark	Link	Actions

Edit Case

Reference Number (Read-Only)

Status

Department *

Tag *

Date of Entrust *

Entrusted Company (Client) *

Region *

Inspection Location

Vehicle Number

OPMV Number

Insured Name

Policy Number

Claim Number

FIO Assigned (Hold Ctrl/Cmd to select multiple)

Backend Assigned

New Case Entry

Case Reference Number (Proposed)

Confirm Progressive Reference Number

Department *

Tag *

Date of Entrust *

Entrusted Company (Client) *

Region *

Inspection Location

Vehicle Number

OPMV Number

Insured Name

Policy Number

Claim Number

FIO Assigned (Hold Ctrl/Cmd to select multiple)

Backend Assigned

Employee Management

ID	Name	Designation	Mobile	Date of Joining	Status	Actions

Employee Name

Employee Details

Employee ID

-

Designation

-

Employment Type

-

Status

-

Date of Joining

-

Contact Information

Mobile

-

Email

-

Address

-

Bank Details

Bank Name

-

Branch

-

Account No

-

IFSC Code

-

Employee Documents (PDF)

Upload Document

Date	Remark	Link	Actions

Edit Employee

Name*

Employee ID*

Designation

Employment Type

Mobile*

Email

Date of Joining

Status

Bank Details

Bank Name

Branch

Account No

IFSC Code

Add Employee

Name*

Employee ID*

Designation

Employment Type

Mobile*

Email

Date of Joining

Status

Bank Details

Bank Name

Branch

Account No

IFSC Code

Client Management

Client Name	Department	Contact Person	Contact	Status	Actions

VISIT FORM

Case Summary

Reference No: -

Insured: -

Vehicle No: -

Claim No: -

Insured Visit Details

1. Basic Information

Met with Insured:

Yes No

Insured Name

Contact Number

E-mail

Occupation

Average Income

2. Insured Asset Details

Own House

Own Vehicle

Other Props

3. Case Documents & Reference Images

+

Insured Photo

Image

+

Selfie w/ Insured

Image

+

Statement 1

Image

+

Statement 2

Image

+

Aadhar Front

Image

+

Aadhar Back

Image

+

PAN Front

Image

+

PAN Back

Image

+

Policy 1

Image

+

Policy 2

Image

+

RC Front

Image

+

RC Back

Image

+

DL Front

Image

+

DL Back

Image

+

Fitness

Image

+

Tax Token

Image

+

Permit

Image

+

RC Parivahan

Image

+

DL Parivahan

Image

Insured Vehicle Documents Verification Remarks:

4. Damages & Injuries Photos

+

IVD Front

Image

+

IVD Right

Image

+

IVD Back

Image

+

IVD Left

Image

+

Damage Pick 1

Image

+

Damage Pick 2

Image

+

Damage Pick 3

Image

+

Damage Pick 4

Image

+

Injury Photo 1

Image

+

Injury Photo 2

Image

+

Current Mark 1

Image

+

Current Mark 2

Image

Insured Vehicle Verification with MVD Inspection Details/Remarks:

Field Visit Photos

Multiple uploads enabled. Location will be stamped.

Gallery

Field Visit Videos

Direct upload (No Watermark). Large files may take time.

Video Gallery

Live Map Dashboard

Client Name

Client Details

Department

-

GST No

-

Status

-

Address

-

Contact Person Details

Name

-

Mobile

-

Email

-

Portal & Vendor Details

Vendor Code

-

Website Link

-

User Name

-

Password

******

Client Documents (PDF)

Upload Document

Date	Remark	Link	Actions

User Management

Create Login Credentials for FIOs/Admins

Existing Users

Email	Role	Linked Employee	Created At	Actions

Fee Bill Details

Search

Status

From Date

To Date

0 Inv No	Date	Client / Company	Case Ref	â‚¹0 Total Fee	Status	â‚¹0 Payment	Action

Create Fee Bill

1. Select Case (Report Submitted List) *

Invoice Number *

Invoice Date *

Report Reference Number

Report Date

BILL FROM (Provider)

BILL TO (Client)

POLICY & CLAIM REFERENCES

Insured Name

Claim No

Vehicle No

OPMV No

Policy No

Investigation Type

FEE PARTICULARS

Description

HSN/SAC

Amount (â‚¹)

GST Applicable

CGST+SGST IGST

Sub Total â‚¹ 0.00

CGST (9%) â‚¹ 0.00

SGST (9%) â‚¹ 0.00

TOTAL â‚¹ 0.00

Authorised Signatory

(Authorised Signatory)

PORTAL LOGIN

Company Profile

Our Services

Investigation Services

Motor Services

Verification

Why Sigma?

Our Clients

Contact Us

FIO Wise Case Summary

Expense Summary

Inspection Pending

Inspection Progress

Report DE Pending

Report QC Pending

Report Submitted

Closed With Fee

Withdrawn

Case Progress

Case Documents (PDF)

Upload Document

Case Visit Data

Case Data Form

Case Report

Upload Draft Report (Word)

Case Expense Details

Activity Log

Fee Bill Details

1. Basic Information

2. (A) Vehicles' Details

Injured / Deceased Summary

2 (B) Details of Permit/Fitness

3. Driving License Details

(A) Insured Vehicle Driver

(B) TP Vehicle Driver

4. Police & Spot Details

5. Spot Panchnama

6. Complainant Details

7. Post Mortem (PM) Report

8. Injury Certificate/s

9. Eyewitness Statements

10. Discrepancies

11. Statements of Insured & Charge-Sheeted

(A) Charge-Sheeted Person

(B) Owner of Insured Vehicle

12. Brief Account of Incident

13. Inquiries with Insured / Driver

Inquiries with Injured Claimant

Inquiries with Kin Claimants (Death Case)

DOCUMENTS CHECK LIST

Summary and Brief

Other Comments

Investigation Report

Basic Details

Banking Details

Brand Assets (Images)

Profile Documents (PDF)

Upload Document

Contact Information

Bank Details

Employee Documents (PDF)

Upload Document

Bank Details

Bank Details

Case Summary

Insured Visit Details

1. Basic Information

2. Insured Asset Details

3. Case Documents & Reference Images

4. Damages & Injuries Photos

Field Visit Photos

Gallery

Field Visit Videos

Video Gallery

Contact Person Details

Portal & Vendor Details

Client Documents (PDF)

Upload Document

Create New User

Existing Users