Risk Surveying
Survey requirements tracked from request to sign-off, with due dates, approved extensions and outcomes held against the risk itself.
Illustrative UI only. Data and individuals shown are fictitious; any resemblance to real persons or data is coincidental.
Scheduling is a stage, not an inbox
Open, scheduling, processing and completed each carry their own sub-steps, so you know exactly where a survey sits.
Extensions are recorded
The original due date stays put. Extensions are approved, dated and kept, so slippage is visible rather than quiet.
Attached to the risk it belongs to
A survey links to the policy, the opportunity or the insurer, so it is never a document floating on its own.
Reminders run themselves
A scheduled job chases surveys approaching their due date, so nobody has to keep a separate diary.
Why we like this one
Surveys are where cover quietly goes wrong. A requirement is raised, an extension is granted in an email, and eighteen months later nobody can say whether the warranty was ever applied. Holding the whole sequence against the risk makes that question answerable on the spot.
Book a demo ➝