Insurance · Personal Lines
Inspection requirements
A guide stating when a property or vehicle must be inspected before or after a personal lines policy is written, and what the inspection must cover.
What it usually contains
- Triggers requiring an interior, exterior, or vehicle inspection (home age, value, coverage limits, prior claims, new business vs. renewal)
- Types of inspection: exterior drive-by, full interior walkthrough, roof survey, photo inspection, vehicle condition report
- Time frames for ordering and completing the inspection and returning results
- Required documentation: photos, measurements, roof and system age, protective devices, hazard notes
- Handling of findings: recommendations, required repairs, re-inspection, and grounds for cancellation or nonrenewal
What the assistant uses it for
Use it to determine whether a given home, dwelling, or auto risk needs an inspection and which type, and to learn the deadlines and what happens if an inspection reveals hazards or the insured refuses access.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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