We help insurers, MGAs, MGUs, and mutuals modernize underwriting inspections through a guided self-inspection program built to cut costs while protecting data accuracy, no app download, no special software required.
Location-confirmed inspection evidence
Every submission validated for accuracy
WHEN THE SELF-INSPECTION IS NOT ENOUGH
Instead of scheduling and coordinating a traditional site visit, the insured completes the inspection themselves through a simple email link. Structured checklists and clear inspection guidelines walk the policyholder through each step, and GPS verification is built in so the data that comes back is consistent, location-confirmed, and ready for underwriting.
In many instances self or guided inspections have moved from a workaround to a mainstream underwriting strategy. Programs that let policyholders capture verified property data on their own devices have become a practical way to keep turnaround times down without sacrificing quality. Industry adopters report that secure, app-based virtual inspections can compress review cycles from several weeks to a few days while maintaining the reliability of the underlying data.
Combined with knowledge process outsourcing, this approach allows insurers to scale inspection operations efficiently while maintaining accuracy, consistency, and underwriting confidence.
Our program is designed around that same principle: speed and scale on the front end, disciplined quality assurance on the back end.
The insured uploads photos, completes checklists, and submits inspection details in real time — no special hardware needed.
We provide guided virtual survey via live video, walking the policyholder through each step so documentation is complete and compliant the first time.
A final layer of Artificial Intelligence provides a QC check to ensure accuracy before data reaches underwriting.
If the insured can't complete the inspection, the request escalates seamlessly to a qualified Loss Control Inspector. Nothing stalls.
The economics are hard to ignore. Traditional property inspections can cost hundreds of dollars per visit and take 45 days or more to come back. A guided self-inspection removes the scheduling bottleneck entirely: the insured is already on site, so there's no travel, no coordination across multiple parties, and no waiting for an inspector's calendar to open up.
With reinsurance, repair, and labor costs rising, carriers are looking for every efficient point in the workflow. Guided self-inspections deliver meaningful savings on routine and lower-complexity risks.
A structured self-inspection creates a clear, time-stamped trail — who captured what, when, and where — with photos, forms, and reports all stored and retrievable for claims, audits, and internal review.
Insureds already do almost everything from their phones. Letting them capture and verify property characteristics with their own device meets them where they are and improves the overall experience.
Policyholders sometimes skip steps, upload unclear photos, or miss a risk they don't know how to spot. That's exactly why clear instructions, simple tools, guided live-video support, and a real quality assurance layer matter. A virtual survey program is only as strong as the review process behind it.
Our experienced team supports policy administration, claims processing, underwriting assistance, data management, and other back-office functions, helping insurance organizations streamline operations and focus on strategic growth.
This is the same waterfall model our clients rely on across loss control inspection support: selfcompletion first, video-guided second, full field inspection as the backstop — each tier reserved for the cases that need it.
We import the order from your system into our Control Center, select the survey type, and attach the forms, documents, and any special instructions tied to that risk.
The policyholder receives a secure email link — no app, no login, no special software — and is guided through a structured checklist on their own device.
Clear inspection guidelines and a mobile-first workflow walk the insured through real-time photo uploads and checklist completion, with location verification built in for added accuracy.
If the insured gets stuck or can't properly document a feature, our contact-center team guides them through it on a live video call.
Our QA for Loss Control Reports team reviews every submission, flags incomplete data, and prepares findings for underwriting and Recommendation Management workflows.
When a virtual survey raises a red flag — or the insured simply can't complete it — we escalate to a qualified Loss Control Inspector through our network, so the order is always completed.
Designed for operational efficiency without compromising the integrity of your underwriting data.
Significant savings on self-completed inspections versus traditional site visits, with additional savings on video-guided inspections.
Real-time submission removes the scheduling lag that drags traditional inspections out for weeks.
GPS-verified, time-stamped, photo-documented submissions that stand up to underwriting scrutiny, claims review, and regulatory audits.
Volume flexes up or down without you hiring, training, or managing additional field staff.
Your inspectors stay focused on complex and high-risk properties instead of routine renewals.
The Client Portal gives your team transparent, real-time access to inspection status and results.
Have more questions about our guided self-inspection program? Our team is ready to help you design a solution tailored to your book.
Talk to Our Team →A guided self-inspection lets a policyholder complete a property inspection themselves using a digital platform. They follow structured questions and checklists, upload photos, and submit the information in real time — typically through a secure email link — so the insurer can collect reliable risk data without always dispatching a field inspector.
They reduce inspection turnaround times and operational costs, and they let carriers reserve field inspectors for complex or high-risk properties. Built on a structured digital workflow with quality assurance and clear escalation paths, they accelerate underwriting while keeping risk data reliable.
No. our program uses a simple email link and a mobile-friendly workflow — no app download and no special software required.
Through clear inspection guidelines, GPS verification, photo-documentation standards, livevideo guidance when needed, and a dedicated QA review of every submission that flags incomplete or inconsistent data before it reaches underwriting.
The order escalates to a qualified Loss Control Inspector through our network, so the inspection is always completed.
Programs work best with proper risk segmentation. Routine and lower-complexity accounts are strong candidates for self or video-guided inspection, while complex or high-risk properties are routed to a field inspector.
Whether you need to deploy a full guided self-inspection program or simply add capacity to your existing loss control operation, we deliver the people, the process, and the QA discipline to make it work. Talk to our team about designing a self-inspection waterfall tailored to your book.
Contact Us Today →with our expert team
Whether you need to deploy a full guided self-inspection program or simply add capacity to your existing loss control operation, we deliver the people, the process, and the QA discipline to make it work. Talk to our team about designing a self-inspection waterfall tailored to your book.
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