SOP - Inspections: Ordering & Recommendation Management

1. Add a Recommendation
• Find and select the insured.

• Click on Services → In-22

• Locate the relevant inspection.
• Click “Add/View Recommendations”

• Enter all required information

• Click “Add” to save the recommendation

2. Build and Send a Recommendation Letter
• Select the recommendation you want to include.
• Click “Build and Send Letter”.
• Review and confirm the information.
• Click Continue and send the recommendation email.