Self-Survey Reporting

Our Self Survey Reporting is a streamlined and efficient solution for personal lines of insurance, allowing homeowners to complete their own risk assessments with the support of our internal staff. This innovative approach is perfect for homeowners, small risks, properties in remote locations, and monthly updates on builder’s risk. This approach not only identifies risks promptly but also allows for optimized resource allocation, ensuring that internal and vendor staff can focus on more significant risks. Additionally, it offers the flexibility to convert self-survey requests into on-site surveys if necessary, maintaining the integrity and thoroughness of the risk assessment process. 

Key Features and Benefits

Immediate Risk Identification:

Risk Assessment: Homeowners can quickly identify risks and items that fall outside of underwriting guidelines, ensuring timely action.

Optimized Resource Allocation:

Focus on Significant Risks: Internal and vendor staff can refocus their efforts on more significant risks while still gathering crucial data on lesser risks.

Efficiency: Streamlines the process, allowing for better use of resources.

Guided Application Process:

Seamless Data Entry: Built-in guided application process ensures homeowners can enter data accurately and efficiently, reducing errors and omissions.

Real-Time Communication:

Support and Guidance: Homeowners can communicate with our internal staff in real-time, receiving instant support and guidance during the survey process.

Flexibility in Survey Methods:

Conversion Option: If self-survey requests are ignored or incomplete, there is an option to convert them into on-site surveys, ensuring all necessary data is collected.

Ideal Use Cases

Homeowners: For those who want a convenient and efficient way to complete their own insurance surveys.

Small Risks: Suitable for properties that pose lower risks and do not require extensive on-site inspections.

Remote Locations: Ideal for properties in very remote locations where on-site inspections may be challenging or costly.

Builder’s Risk Updates: Provides a method for monthly updates on construction projects, keeping insurance records up to date.