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Never Lose Track of a Document Again

Published 19 June 2026 · 3 min read · Motor SurveyOS Team

The average IRDAI motor insurance surveyor spends 1–2 hours every day chasing documents — scrolling through WhatsApp chats, sending manual reminders, and mentally tracking what is still missing across 10+ active claims. SurveyOS Sync fixes this with one screen.

SurveyOS Sync before and after: chaotic WhatsApp document chasing vs organised one-screen tracking with reminders

The Reminders Screen — The Heart of Sync

Every surveyor's biggest problem is not collecting documents — it is knowing what is still missing. The Reminders screen solves this. It aggregates every pending and rejected document across all your active claims into a single view, sorted by claim.

From one screen you can see: which claim is stuck, which document is overdue, and whether a previous submission was rejected and why. No switching between chats. No mental accounting. One tap fires the reminder directly to the right contact.

Three States. Total Clarity.

PENDING
Document requested. Waiting on the insured or garage.
RECEIVED
Document uploaded and accepted. Slot is cleared.
REJECTED
Wrong or blurry document. Reminder auto-ready for one-tap resend.
Integrated with Motor SurveyOS

Once every document slot turns green in SurveyOS Sync, open Motor SurveyOS. The AI engine reads the RC book, driving licence, and policy — auto-filling every field in your survey report. What used to take 2 hours of manual entry now takes under 10 minutes. Sync handles the document chaos. Motor SurveyOS handles the report.

Frequently Asked Questions

What is SurveyOS Sync?
SurveyOS Sync is a Telegram Mini App that helps IRDAI-licensed motor insurance surveyors track which documents are pending, received, or rejected across all their active claims — and send reminders to the insured or garage in one tap.
How does the Reminders screen work?
The Reminders screen is a single dashboard that lists every pending and rejected document across all your active claims. From there you can tap "Send Reminder" to notify the right contact, or tap "Upload Link" to share a fresh document upload link via WhatsApp or SMS.
What document statuses does SurveyOS Sync track?
Every document slot has one of three statuses: PENDING (requested, not yet received), RECEIVED (uploaded and accepted), or REJECTED (uploaded but wrong or unclear — triggers a re-submission reminder).
Does the insured need to install any app?
No. The insured or garage receives a simple web link over WhatsApp or SMS. They open it in their phone browser and upload the document. No app download required on their end.
How does SurveyOS Sync connect to Motor SurveyOS?
Once documents are marked RECEIVED in SurveyOS Sync, they feed into Motor SurveyOS where the AI engine reads the RC book, driving licence, and policy document — auto-filling your survey report. No manual data entry.
Is SurveyOS Sync free?
SurveyOS Sync is included with every Motor SurveyOS subscription at ₹799/month. The 3-day free trial covers both tools.

Stop chasing. Start tracking.

SurveyOS Sync is included in every Motor SurveyOS plan. 3-day free trial, no credit card required.

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