InsuranceObservations need an owner, not a loose attachment.
Loss-control service teams · Site requests & observation follow-up
The problem.
Visible property observations must reach the person coordinating the next review.
How it works for loss-control service teams.
One record from the first request to the follow-up.
- 1IntakeA client requests a property-condition consultation.
- 2ActionAssign a planned visual site visit.
- 3FindingAttach a photo of a visible storage-area condition to its finding.
- 4Follow-upRefer it for qualified assessment and assign customer follow-up.
Not policy administration, underwriting, coverage determination or a certified claims-management system.
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