Insurance Schedules & Equipment Valuation
Insurers, auditors and finance teams ask for complete equipment lists with serial numbers, locations and values, usually at short notice. Beam holds the purchase value, serial number, location and status of every asset, estimates missing values from product data, and exports custom reports to PDF or CSV, so schedules come from the live record instead of last year's spreadsheet.
Use case in practice
- Values on Every Asset: Purchase value stored with each asset, estimated from product data where it is missing.
- Serials and Locations: Every item listed with its serial number and where it is.
- Custom Reports: Build the list your insurer asks for and export it to PDF or CSV.
- Saved Views: Keep a ready-made view for each schedule.
- Change History: See what was added, moved or retired since the last schedule.
Why it matters
- Accurate Cover: Insure what you actually own.
- Faster Claims: Serials, photos and values are ready if something is lost or damaged.
- Less Year-End Scrambling: Reports come from data that is always current.
- Fewer Gaps: New equipment appears on the schedule as soon as it is recorded.
- Audit Confidence: A tamper-proof history backs every figure.
