Residential Self-Surveys

Keep Underwriting and Loss Control Moving Forward with Self-Surveys!

The New Residential Self-Survey process is streamlined for quick turnarounds in order 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.

Features & Benefits Summary

● 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

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.