Your team already knows where the time goes.
Harry's overview covers emails, reports, claim documents, schedules, data, presentations, photographs and file admin. That is the right list. Our job is to turn it into tools and habits your surveyors use every day, safely, inside the way CWH already works.
"All of the above would need checking by us whenever used, but it can save time on some of the more admin heavy tasks."Harry Jaques, Marine Cargo Surveyor
- WhoSurvey division of the W.E. Cox Claims Group, serving the marine insurance market
- WorkCargo and goods in transit surveys: discharge, pre-shipment, temperature excursion, theft and fire investigations
- ReachOffices across Europe and Asia, plus a worldwide network of survey agents
- PrincipleEvery technical conclusion and figure stays with the surveyor
From wish list to working tools.
Open any line to see how we would solve it and what your team gets. Most of it works from the first week with the right setup. A few parts are worth building specifically for CWH.
Emails and correspondenceWeek one
Drafts, tone, long chains summarised, follow ups and document requests.
How we solve it
A shared library of CWH writing instructions inside your AI workspace: your tone, your sign offs, your standard phrases for insurers, brokers, carriers and claimants. Paste a chain of forty emails and get the position in five lines plus the next reply, ready to edit.
What you get
- Ready made instructions for chasers, document requests, survey appointments and status updates
- Chain summaries with open questions and who owes what
- Correspondence in French and other languages for your continental offices and local agents
Survey and claims reportsWeek one
Rough notes into polished wording, better sections, summaries of long documents.
How we solve it
A report assistant that knows your report structure and has read a set of approved CWH reports. Dictate or type rough site notes and it drafts the narrative sections in house style. Figures, causes and conclusions are marked for the surveyor to confirm, never invented.
What you get
- Draft sections for circumstances, survey findings and cargo description
- Voice notes from site turned into structured notes
- A clear rule: anything technical is highlighted for sign off
Reviewing claim documentationWeek one
Invoices, packing lists, police reports, statements and quotations, read for you.
How we solve it
The claim file digest, the example Olivier already showed: upload the complete file and get a one or two page summary in a fixed CWH format, with every statement traced back to the page it came from, and a list of what is still missing. See it run below.
What you get
- A standard digest: parties, cargo, voyage, timeline, alleged cause, quantum claimed
- Contradictions between documents flagged
- The outstanding information list, plus the request email drafted
Excel and claim schedulesWeek one
Schedules, formulas, repair or replace comparisons, adjustments.
How we solve it
Week one: Claude in Excel, working inside your own workbooks. Ask in plain English for a schedule, a repair or replace comparison or an adjustment, and check every change it makes. More on Claude in Excel below. Later, if it pays: a schedule builder that reads invoices and packing lists and fills your standard claim schedule line by line.
What you get
- Claude in Excel set up for the pilot group
- One standard CWH schedule template with the formulas in place
- Optional later build: item level extraction from invoices and packing lists
Data analysisBuilt for CWH
Trends in causes, commodities, locations, carriers, claim values and survey costs.
How we solve it
Your historic claims and survey spreadsheets cleaned into one consistent dataset, then a simple dashboard you can filter by commodity, location, carrier and cause. Useful internally, and a strong story for insurers and clients: you see the patterns before they do.
What you get
- One clean dataset from scattered spreadsheets
- A live dashboard with the trends your team named
- Quick client summaries, like the ones Harry tested
PresentationsWeek one
A report, spreadsheet or pile of information turned into slides.
How we solve it
A CWH slide template plus instructions, so every AI generated deck already looks like CWH: right colours, right logo, right structure. From data to a client ready presentation in minutes, not an afternoon.
What you get
- A branded CWH template the AI fills
- Standard decks for client reviews and claims trends
- Charts that match the dashboard
Photographs and survey evidenceBuilt for CWH
Catalogue large sets of photos, describe them and link them to items or damage.
How we solve it
A photo cataloguer: drop in the folder from site and get each photo numbered, described and tagged to an item, container, pallet or area of damage, ready as a photo appendix for the report. The surveyor checks and corrects; the boring sorting is done.
What you get
- Numbered photo schedule with short descriptions
- Photos grouped per item or damage type
- An appendix you paste straight into the report
File management and adminWeek one
Checklists, action lists, document requests, file notes and closure summaries.
How we solve it
Standard checklists per claim type, generated and kept up to date with the AI: temperature excursion, theft, fire, water damage, shortage. Call or meeting notes into file notes. A closure summary when the file ends. Instructions for local survey agents written in minutes.
What you get
- Checklists and document request lists per claim type
- File notes from calls and meetings
- Agent briefings and closure summaries
Eighty pages in. Two pages out.
This is what reviewing claim documentation looks like with the digest in place. The file below is fictitious; the format is the one we would build with your team.
Documents in the file
- Bill of lading3 pp
- Commercial invoice4 pp
- Packing list9 pp
- Reefer temperature log14 pp
- Carrier correspondence22 pp
- Consignee claim letter2 pp
- Discharge photos18 pp
- Repacking quotation3 pp
- Insurance certificate2 pp
- Delivery notes5 pp
Claim summary
- Cargo
- 22 pallets frozen poultry, one 40ft reefer
- Voyage
- Rotterdam to London Gateway, discharged 14 March
- Alleged cause
- Temperature excursion, up to +4.2°C for 11 hours during the sea leg
- Claimed
- Full loss of 6 pallets plus repacking of 4
Outstanding information
- Pre-trip inspection record of the reefer unit
- Health certificate for the rejected pallets
- Salvage or disposal evidence
Flagged for the surveyor: the invoice lists 21 pallets, the packing list 22. Request email to the consignee drafted.
The schedule work, inside the workbook.
As shown at the table: Claude works in a side panel inside Excel itself. No copying data into a chat window and back. For claims with hundreds of items, this is where most hours are won.
- Reads the whole workbookEvery tab, formula and link between sheets, so it understands an inherited schedule before anyone touches it.
- Builds on request"Add a depreciation column at 15% per year and total per category." Schedules, comparisons and adjustments from one sentence.
- Explains and checksPoints to the exact cells behind a figure and finds broken formulas, so a surveyor can defend every number.
- You stay in controlChanges are visible and reversible. Nothing leaves the workbook as final until the surveyor has checked it.
Fast, and still safe for insurers.
Claims files hold personal data, police reports and commercially sensitive figures. These four rules are in place before anyone uploads a single page.
Your data stays yours
Business plans only, where your files are not used to train models, with clear retention settings. Aligned with UK GDPR and the confidentiality your clients expect.
People sign off
AI writes the first draft. A surveyor checks every figure, cause and conclusion before anything leaves CWH. Exactly the principle your team already set.
Clear on what never goes in
A short, practical AI policy for CWH: what may be uploaded, what must be removed first, and which tool is approved for what. Written by us, in plain English.
Fits the group
We work with what the W.E. Cox Claims Group already runs, such as Microsoft 365, and advise honestly on the right AI tool for the job. If Claude in Excel is the winner, we arrange it with group IT rather than around them.
Start small. Prove it. Then build.
No big transformation project. Each step earns the next one.
Start
A hands on session with two or three surveyors, using real but closed CWH files.
- Tool choice and setup, aligned with group IT
- The CWH AI policy
- Three ready to use workflows: claim file digest, report drafting and correspondence
- Claude in Excel set up and shown on one of your own schedules
Prove
Your team uses the workflows on live files. We stay close, fix what does not fit and measure the time saved per file.
- Weekly check in, remote
- Workflows refined to your house style
- A one page result: what it saves, where it does not help
Build
The custom pieces, chosen on the results of step two.
- Claim schedule builder
- Photo cataloguer
- Claims data dashboard
What you get. And where it ends.
Every phase has a fixed list of deliverables and a clear finish. Anything outside it is agreed in writing first, so nobody is ever surprised by extra work or an extra invoice.
Start
Included
- One half day session with the pilot group of two or three surveyors, in London or online
- Setup of the AI workspace and Claude in Excel for the pilot group
- The CWH AI policy, ready for your approval
- Three workflows: claim file digest, report drafting, correspondence library
- A one page quick guide per workflow
Not included
- Licences: bought by CWH on its own account
- Setup for users outside the pilot group
- Changes to group IT or Microsoft 365 administration
Done when
The session has taken place, the three workflows work for the pilot group and the policy is delivered. Your contact confirms by email.
Prove
Included
- Four weekly check ins of 30 minutes, online
- One round of improvements per workflow
- Questions by email, answered within two working days
- A one page result: time saved per file, what works and what does not
Not included
- New workflows beyond the three from phase 1
- Daily support or a helpdesk
- Roll out to the wider team
Done when
Four weeks after the start of phase 2, on delivery of the result page. Support after that is a separate, optional agreement.
Build
Included
- Only what CWH chooses after phase 2: schedule builder, photo cataloguer or claims dashboard
- Each build gets its own short proposal with deliverables and an acceptance test
Not included
- Anything not named in that build proposal
- Cleaning historic data, unless agreed in the proposal
- Links to group claims systems
Done when
The acceptance test in the build proposal passes. Changes after that are new work.
Working agreements
- One contact at CWH who collects questions and confirms each phase.
- Requests by email to info@yorbizz.nl, so nothing gets lost in chats or calls.
- New ideas are welcome and go on a list. We price them first; nothing extra is started without a written yes.
- Surveyors check all output. Yorbizz delivers tools and training; CWH stays responsible for reports, figures and advice to clients.
What we need from CWH
- Three closed claim files, with personal details removed
- Three to five approved reports and your schedule template
- Two or three surveyors who can join the session and the check ins
- An IT contact at the group for licences and the Excel add-in
We know claims and cargo.
Yorbizz is an AI and automation consultancy from Amsterdam. Much of our work sits in logistics, inspections and claims, so we speak the language from day one.
An AI agent that reads incoming claims emails and prepares each one for the claims handler.
Built for a temperature controlled logistics company: intake, sorting and first drafts handled before a person opens the case.
Operations platform and client dashboards
Inspection data turned into live reporting for international clients.
Hands on AI coaching for a team
From first prompts to daily routines, with a policy everyone understands.
Bring three closed files. We bring the setup.
One session with a few of your surveyors is enough to see the digest, the report assistant and the correspondence library work on CWH material.