Property Insurance
Engineering reports
Purpose Purpose
Engineering reports document risk engineering findings for insured sites. They can come from internal inspections, external engineering firms, insurers, brokers, or risk consultants.
In 21RISK, engineering reports help connect findings to follow-up. Recommendations from a report can become risk improvements, making it possible to track ownership, status, due dates, cost estimates, loss estimates, and completion evidence.
How engineering reports relate to risk improvements How engineering reports relate to risk improvements
When a risk improvement comes from an engineering report, some fields may be protected to preserve the original recommendation. This helps maintain a trustworthy record of what the engineer recommended.
Protected fields can include:
- Name
- Description
- Site
- External ID
- Loss estimate before
- Loss estimate after
Group owners can override protected fields where needed.
Typical workflow Typical workflow
- Create or receive an engineering report for a site.
- Review the findings and recommendations.
- Create risk improvements for recommendations that need follow-up.
- Assign responsible users, due dates, costs, and statuses.
- Track completion and evidence over time.
Good to know Good to know
- Engineering reports are site-specific.
- Reports can provide traceability between external recommendations and internal follow-up.
- Risk improvements created from reports should keep enough context for insurers and auditors to understand the original finding.
Importing reports with an AI assistant Importing reports with an AI assistant
An AI assistant connected through the 21RISK MCP server can import an engineering report for you: it reads the PDF, creates the report on the right site, and creates or updates the risk improvements it recommends.
Every report keeps its PDF, so the assistant uploads the file first. Assistants that can run commands on your computer, such as Claude Code, upload the PDF themselves. In Claude on the web, desktop or mobile, a PDF you attach to the chat does not reach 21RISK: create the report in 21RISK first, and then ask the assistant to work with it.
Good to know: The assistant needs full access to the organization to upload files and create reports. A report can only use a PDF uploaded to the same organization.