Self-Service Surveys

Keep Underwriting and Loss Control Moving Forward

The Self-Service Survey process is streamlined for quick turnarounds to gather critical underwriting information remotely and efficiently. Homeowners or policyholders complete the surveys using their existing computers, tablets, or mobile devices and have instructions to follow that are configured to your underwriting needs. The efficient policyholder data collection process provides homeowners and policyholders with a guided walk-through approach. Everything from photos to specific documents or supplemental requests can be uploaded directly through the link that is provided via email or text. There is no app to download and nothing to install. All information is verified to be completed in its entirety before the self-survey is submitted.

Self-Service High-Value Condo: Condominiums are often overlooked in the inspection process leading to potential shock losses when a premium is too low for the coverage needed. Signature Appraisals’ Self-Service Condo Survey is an efficient and cost-effective means to cover the high-value condo market.

Self-Service High-Value: Our High-Value Self Survey allows for all the necessary documentation to be completed by the insured or homeowner, even on high-value properties. Upon submission of the Self-Survey, you’ll be able to quickly review the submission online and prioritize, search, sort, review, print, email and complete all necessary underwriting and loss control.

Features & Benefits

● Increase Policyholder Engagement
● Save Time & Money on Survey Programs for New Business & Renewals
● Trigger Additional Surveys as Necessary
● Make Underwriting Decisions Quicker
● Stay Competitive in the Insurance Market
● Reduces Friction & Scheduling of a Formal Inspection Process

Typical Workflow

● Self-Survey Ordered
● Insured Receives Request Notification via Email
● Insured Completes Survey on Computer, Mobile Device or Tablet
● Quality Control Reviews Self Survey
● The Client is Notified of Completion
● Self-Survey delivered to Underwriter

Upon submission of the Self-Survey, you’ll be able to quickly review the submission online and be able to prioritize, search, sort, review, print, email and complete the necessary underwriting and loss control.

To learn more about the Residential Self-Survey process, please click the button below and we'll email you a detailed PDF to learn more!

We look forward to earning your trust.

Contact us for the private-client experience you deserve.