Receiving Inspection Requests
Inspection requests are received via email and reflected on the Inspector Tracking Sheet.
Review requests promptly to confirm location, inspection type, and any special access notes.
Timely review prevents scheduling issues and delays.
Mapping Routes & Scheduling
Plan inspection routes efficiently by grouping nearby locations.
Consider travel distance, weather conditions, and time of day.
Avoid overbooking—quality and accuracy are the priority.
Updating the Inspector Tracking Sheet
Schedule inspections directly with the insured or listed contact.
Update the tracking sheet as you go, including scheduled dates and any access issues.
The tracking sheet is the office’s primary visibility tool.
Dress Code & Professional Expectations
Inspectors represent William E. Casey Insurer Services, Inc.
ID badges must be worn and visible.
Maintain a clean, professional appearance with appropriate footwear.
Use a professional email signature and carry business cards when provided.
Always use respectful, neutral language.
Background Checks
Inspectors may be required to successfully complete a background check prior to receiving
assignments.
Background checks help ensure professionalism, safety, and trust when interacting with insureds.
Any findings that could impact eligibility for inspection work must be disclosed to the office.
Failure to comply with background check requirements may result in delayed or suspended
assignments.
Escalated Situations
Remain calm and professional at all times.
Do not argue, speculate, or discuss insurance coverage.
If a situation escalates, leave the property if necessary and notify the office immediately.
Conducting the Inspection
Begin with a full exterior walkthrough followed by the interior.
Inspection scope varies by property and inspection type.
Refer to the Training Guide for detailed inspection requirements.
Obtain relevant information on site or by phone and document accurately.
Photos
Take clear, well-lit photos documenting multiple areas of the property.
Photos must support the report and clearly show conditions and hazards.
One clear photo is better than multiple unclear images.
Uploading Photos to Dropbox
Upload photos immediately after the inspection.
Photos must be JPEG format and high resolution.
Ensure photos are uploaded to the correct property folder.
Completing the Report
Access the report using the link on the Inspector Tracking Sheet.
Complete all required sections fully and accurately.
Review for clarity and consistency before submitting.
Hazards
Clearly identify hazards and support them with photos.
Document conditions factually without offering opinions.
When unsure, document clearly and allow the office to classify.