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.


Self Guided

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


Accessible Anywhere

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


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.


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!