Resources
Service agents can review SOP's, FAQ, and/or additional resources in this resource.
TCB
With this type of inspection, the inspector will view electrical, plumbing and HVAC systems.
Interior
In most inspection cases, we should be following this rule when contacting an insured.
3 contact rule
This carrier does yearly inspections.
Orchid
When reviewing inspection results, we need to identify inspection needs and _____.
Deadlines
___ sites can help verify or dispute characteristic discrepancies.
City
______ are meant to help prevent potential future damages to the property and to prevent losses.
Inspections
Never ______.
Assume
To verify if Coverage A needs to be increased, we would _____.
Run a new RCE
When a policy is modified, we must ____ the insured.
Inform
Use this mentioned resource when trying to find information that may be in another case.
Zooming out.
____ reviews are becoming increasingly more common.
Annual
Always start with a ___ when initially contacting the insured.
Call
Dogs and trampolines are considered _____ risks for liability claims for home coverage.
Higher
This is the next step after we receive confirmation from the UW that nothing else is needed.
Inform the insured.
An inspection report can be found in your __ or in ___.
Case; Carrier site
Trampolines are considered an elevated risk for______ claims.
Liability
Be the expert, avoid giving clients the ____.
Run around
One of these two notices could be issued if an inspection is unable to be scheduled.
Cancellation or Non Renewal
Some requirements or characteristic discrepancies can be ____ with the underwriter.
Disputed
Reference _____ to verify who accepts our RCE, underwriter emails and where to find reports. (3 words)
Underwriting Communication Tab
Insurance companies won’t be paying for repairs arising from an inspection because homeowners are responsible for ____ their property against any potential ______.
Safeguarding; losses
The insured may become defensive when faced with costly repairs or modifications. Do not ____.
Take it personal
The key to all inspection cases is _____.
Clear communication
When educating our clients, we need to inform clients of the ____, ____ & ____.
Why, What, and When