Cotality Product Evaluation Survey

Your Name *

Name of the person completing this evaluation.

Claims Workspace — Theme 1

User Experience & Integrated Data Assets

Modern, Visually Appealing UI

Overall aesthetics and visual hierarchy.

Intuitive System Navigation

Ease of locating tools and menus.

Embedded Data & External Integrations

Rate the operational value of built-in data feeds accessible directly inside Claims 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 and search speed.

Timeline of Events

Audit trail and history tracking.

Identification of Participants

Policyholders, vendors & contacts.

Photo Management

Upload and photo sheets.

Reporting & Management Visibility

Claims Workspace reporting.

Partner Integrations & Automations

Assignment creation.

Claims Workspace — Theme 3 & 4

Claim Documentation & Desk Handling Tools

Estimates, Diagrams & Photo Handling

Clarity when generating combined documentation.

Assignment Organization

Visibility across all assignments within a claim.

Virtual / Desk Claim Handling

Rate each feature:

Questionnaires & Auto Estimate Guidance

Video Collaboration Module

Contents Estimating

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, 5 = Best, or N/A = Did Not Test):

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

Decision Gate

Executive Consensus & Recorded Ratings

1. Formal Implementation Decision Vote

Based on your evaluation across Claims Workspace and Claims Estimate, what is your recommendation regarding full product implementation?

NO-GO Do not move forward with product. GO WITH CONDITIONS Proceed once specific blockers are met. GO Ready for full production rollout.

2. Keep / Start / Stop Retrospective

KEEP

What existing processes or workflows did Cotality improve?

START

What new capabilities or habits does this unlock?

STOP

What friction or workaround steps should we eliminate?

Product Evaluation & Decision Survey