Inspections

Ordering an Inspection

1. Locate and open the policy for which you are ordering an inspection.
1. From the Home page of Expert Insured, go to Find >> Select Insured.

2. Enter the insured’s name or policy number >> Click Search.

3. Expand the insured’s section >> Double-click on the applicable policy (check the policy number, term, etc.).

2. Go to the Insured Information tab.

3. Click on the drop-down arrow next to Services >> Select Inspections.

4. Click New Inspection.

5. Select the Inspection Company >> Select the applicable Policy.

6. Check the box next to the Location that needs to be inspected >> Click Continue.

7. Confirm/Fill in the Inspection Details >> Click Finished.
1. If needed, amend the Requested By Date.
2. Confirm the Policy Number, Term, and Location.
3. Enter the Insured Contact information.
4. Enter any additional Comments/Instructions.

8. Confirm the Status of the Inspection shows as Request Sent.

1. Click on the Edit Inspection/Follow up button to make any changes/follow up on the inspection.

2. Click Send Request if the request needs to be sent again.

3. To view any recommendations from the inspector, click on Add/View Recs or go to the Recommendations tab.