Quality & Compliance

Quality, Compliance & Field Standards

A field process built for documentation quality, client-specific instructions, pre-submission review, and responsible data handling.

Pre-Submission QC Review

Photos, notes, access method, required angles, and completion details are reviewed before client submission.

Client-Specific Instructions

Orders are reviewed against client requirements so the field visit is aligned with scope.

Occupancy Documentation

Door knock, visible indicators, contact attempts, and exterior evidence are documented according to client requirements.

Access & Entry Documentation

Interior visits include documented access method, required photos, and notes when authorized by client scope.

Follow-Up Reduction

QC exceptions are tracked and used for coaching, route improvement, and instruction reinforcement.

Data & Privacy

Work order details, property photos, addresses, and contacts are used only for authorized business purposes.

Professional field conduct and human-led communication.

Client and policyholder communication should be handled by trained team members, with clear notes and proper escalation handling. Sensitive data should be moved through secure channels when required.

Order Review

Scope, due date, client instructions, access notes, and property type are reviewed before field assignment.

Field Assignment

Orders are assigned by ZIP, route density, inspector availability, rural access, and client-specific requirements.

Property Visit

Inspector completes the field visit with required photos, notes, occupancy indicators, and documented access details.

QC Review

Photos, notes, and completion data are reviewed before submission to reduce rework and follow-ups.

Client Submission

Completed reports are submitted, exceptions are tracked, and performance can be reviewed by client or pilot program.