PDF guide for claims handlers and insurance companies

1 min read·4 February 2027

Claims handlers process damage claims, expert reports, correspondence, and payment decisions. PDFrust helps quickly merge, archive, and protect all claims documentation.

Compile a claims dossier

A claims dossier contains the damage description, photo documentation, expert report, calculation, and correspondence. Merge all components into one clear claims dossier. Stamp each document with the claims number.

Integrate the expert report

Expert reports are delivered by independent experts as PDF. Merge the expert report with the internally assessed calculation. Insert the expert's photos on the relevant pages of the report. This makes the dossier complete and searchable.

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Finalise the payment decision

A payment decision is a formal ruling. Create a final PDF document with the decision, calculation appendix, and objection procedure. Flatten the document and add the signature. Protect the document so it is no longer editable.

Compress large claims files

Large claims dossiers with many photos and expert reports can be hundreds of MB. Compress the final file for storage in the DMS or external communication. Aim for a maximum of 20 MB per dossier for efficient email delivery.

Protect fraud investigation documentation

When fraud is suspected, specific documentation is collected. Protect the fraud investigation file with strict access restriction — only the fraud department should be able to open the document. Redact all personal data in versions shared with external parties.