Self-Survey

Self-Survey is an easy-to-use module that enables agents and policyholders to perform their own surveys on qualified risks. The intuitive interface and step-by-step workflow empower the insured while reducing costly resource allocation for the carrier.

Self-Guided surveys for your agents & policyholders.

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Self Guided

Self Survey’s intuitive interface and guided process minimize user error when filling out forms.

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Accessible Anywhere

Surveys may be conducted on any device including smartphones, tablets, and computers.

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Highly Secure

External users receive a private link with a unique code to access their specific survey.

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Form Builder

Easily build custom forms using our state of the art form builder with support for help text, visibilities, validations,  automatic rec injection, and more.

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Photo/Document Uploads

Collect photos and documentation from policyholder uploads.

The Self-Survey workflow

1.) Find Qualified Surveys

Automatically identify risks eligible for self-inspection by the client.

2.) Send Notifications

Keep all interested parties informed every step of the way via SMS, Email, or Physical Mail.

3.) Conduct Self-Survey

The client uses any laptop or mobile device to provide data, take photos, and upload attachments.

4.) Assisted Self-Survey (Optional)

The client can virtually connect to a risk manager directly from their laptop or mobile device to assist in completing the survey.

5.) Risk Score/Recs

Automatically generate relevant recommendations and scoring based on data provided.

6.) Automatic Prioritization 

Rule-based categorization and routing of completed surveys for quality review, or automatic conversion of ignored surveys into on-site surveys.

Request a demo today to learn more!