First 14 Days

14 Day Fast Start to ViewSpection

Here is your step by step, day by day guide to becoming a ViewSpection powered inspector. We break it down with images, video and mentors.

We want to help you get to decision of YES or NO about doing inspections. Lets get started!

Day by Day

Succeeding with inspections means that every day you are moving cases forward. This is not a job for procrastinators! ViewSpection supports your daily tasks and helps you succeed.

App & Web Powered

Whether you are sitting at your desk or seated in your car, ViewSpection powers your inspections. These 14 days will show you how to navigate the system and to be most productive setting up appointments, doing field work and writing the report.

Time Saving

If you have done any type of property inspection, you know how busy work can bury you. ViewSpection was built by inspectors and we have streamlined the entire process. Every photo you take and question you answer builds the report!

Day 1

Logging in to the App

You have already received the email with your log in credentials. The log in works for BOTH the app and the web.
On the App, select Vendor Inspector user to get to the login.
At login, select Vendor Inspector as the User Role and then enter your User Name and Password.

App Screen

Your app log in will look like this

You must use the app and not just a camera to get started with using ViewSpection

Trouble Shooting Logging In

Top Issues Logging In:

Mis-typed password
Did not select User Role
Trouble downloading app in iOS

Please contact support, we got you covered!

App Based Photo ID

You may use your ViewSpection app for your photo ID. The process is simple, check out the guide here

Setting Up The Photo ID

Day 2

Rep Success

There are a lot of resources and information for you in this Rep Success site. Spend some time navigating around and gather up some questions for your next conversation with the Rep Success team.

Day 3

Your First Case

You will receive an email notification for each new inspection assigned to you.

Opening a Case

This screen is "The Grid". You can go here and open your first case by clicking the blue hyperlinked case # on the left.

Managing Your Case

Once you open the case there are many options you may choose. For example, you may want to print a hard copy of the ticket...or you can decline a case for any reason.

Just check out the ViewSpection page in Rep Success for all details

Day 4

Research The Case

3-5 minutes of researching an inspection can really set you up for success.

Google the address - Does it look correct or is it an empty lot or a 30 story building and supposed to be a grocery
Google StreetView to get familiar with the property
Google Earth if you want to pre-prepare the diagram or confirm how many buildings
Website of business to confirm what operations are advertised, which is not always the same as actually in place

Making the First Call

Always make your first call within the first 1-5 days.
Depending on the case, your first call can be to the policyholder, agent or both.

Phone Script - If You Get a Machine

Hi, My name is Julie and I am calling on behalf of ABC Agency and Midstate Mutual, your insurance company.

They have requested an interior inspection of your property located at 123 Main St. Please call me back at 555-555-5555 to schedule an appointment, I am flexible and will meet when it is convenient for you.

Status Your Contact Attempts in ViewSpection

Use the web side of ViewSpection to update status on your computer. Similar functionality when you are at your desk.

Updating your contact attempts or status messages is one of the most important aspects of doing inspections. We have to meet the customer due dates and current contact attempts let staff know how the case is progressing.

Day 5

Check out the ViewSpection YouTube page

ViewSpection 101

Day 6

Status Dashboard

The Status Dashboard on the web is a great way to see what is the next step on each case

White background means not overdue. Yellow is over due from you, the rep. Red is overdue to the customer.

The "O" show you were your next action is needed on the case.

Make the Second Call

Let's assume you did not get the policyholder on the first call. So wait 2 days and place the second call.

Track it in the RepCom app or in Case Notes on the web.

Tip: Exterior only homeowner inspections only need one courtesy phone call and can be a voicemail message.

Tools in the Field

Here is what you should bring with you in the field on your first inspection:

SmartPhone or Smart Device
Photo ID loaded in ViewSpection
Printout of Inspection Request
Clipboard
Measuring Wheel

Day 7

The Help Button

Use the HELP button when you need help quick. Admin staff monitors these messages and gets back to you ASAP.

Remember though, this is NOT for normal contact attempts. Don't "cry wolf"

2 + 1 Rule

The 2 + 1 rule helps you control the number of calls that you make to reach a policyholder for your appointment. Two refers to 2 calls to the insured. One, refers to 1 call to the agent. The order does not matter as much as the number of attempts.

You cannot make 12 phone calls to try and set up an inspection. While it is understandable that you may make 4 or 5 calls on a risk, we would rather engage the customer to assist after the 2 + 1 Rule. The customer underwriter or staff will reach out to the agent and nudge them to assist with the setting up of the inspection.

Normal Progress on a Case

Cases will follow a predictable path of progress. Status Bucks are paid out on these parts of the path:

Open the Case
Make Needed Phone Calls
Status Update (if needed)
Schedule Inspection
Upload from Phone
Complete on Web-To Review
Re-submitted to Review (if needed)

Day 8

Take a Break

Halfway thru the process! How is it going? Let us know if you need any help 😀

Day 9

Agent Call

Agents calls are strategic. How to use them:

Make the agent your first call if it looks like there is an issue, they can help.
Call the agent first if they are the listed contact and then try and get the insured contact info
Call the agent after you have unsuccessfully tried to reach the policyholder

Status Bucks Adding Up

So far you have probably done the following case actions:

Opened the case
Called the policyholder a couple times
Just called the agent
Maybe you got a scheduled appointment

Each of these actions gets a $.30 Status Buck. Status Bucks are added onto the total payment to you for the case.

That is $1.50 in Status Buck's. Plus the value on not having admin emailing you for updates...Bonus!

Non Productive Process

When you have made three attempts and there is no progress expected, you may request a Non-Pro. That means now the carrier will step in and try and get something going. Go to the case and click Request Non Pro.

FYI: When you first receive a case, you also have option to DECLINE. All you have to do is note reason for decline and it is removed from your Q

Day 10

Mentor Check In

Have you had a call or two with your mentor from the Rep Success team? Do you feel ready to go out and do your first survey?

Now might be a good time to check in with your mentor for any last questions. They are here to set you up for success.

Test Case Done?

BEFORE you go out in the field, complete your test case on your phone.

Take it all the way to "Upload" and be comfortable with navigating the app

Use the App!

This whole process is to get you comfortable with doing the inspection ON YOUR PHONE. Later, you will have the chance to just shoot photos with your camera in certain situations.

This time, DO THE INSPECTION ON YOUR PHONE.

Day 11

Inspection Day

Usually our reps complete 5- 15 inspections in one day. This is just a practice run, and it's a day to see how the process works for you.

Did You Bring Everything?

You still have time to pick up that measuring wheel at Home Depot or use a really big tape measure.

Smartphone or Smart Device
Photo ID loaded in ViewSpection
Printout of Inspection Request
Clipboard
Measuring Wheel

On Site

You will figure out what works best for you when you start an inspection, but for now, do this:

Don't take any pics yet
Find your contact and introduce yourself
Find out if they want to do the interview first or have you do your walk through
Determine if they want to accompany you or you both will catch up later
Be nice. Bad attitude will beat you back to the office!

Inside & Outside

Well, maybe only outside if this is just an exterior. However, if this is an interior survey, you must get inside to all areas or explain why access was not given. The app will tell you what images and questions you need to complete both inside and outside.

FYI- You cannot convert an interior inspection into an exterior just because your contact does not show up or has the wrong keys. The customer would need to approve first and pay a second trip fee.

Special Instructions

Many cases will have Special Instructions and these maybe the only reason the inspection was ordered. Open the section and answer the questions on the app while in the field. You will thank me later!

Upload It Before You Leave

Odds are that you forgot to take a photo or answer a question on the app. When you press UPLOAD, you will find out what that was.

Upload this case BEFORE you leave so you can determine if you have to go back in and get something.

Day 12

Upload to Web

Good job, you already uploaded the inspection from your phone. Now it is in Device Completed status on the ViewSpection website.

Now click on the hyper linked case number and you will open the case on your computer and you can do final editing.

Editing on the Web

Once the case opens, select REPORT. When the case opens you can select EDITING in the top left and then go to each section you want to work in and select EDIT. Make you changes and then choose SAVE.

Uploading Extra Photos

There are times you will need to add extra photos to the report that you did not take with the app. This can be photos you took on your phone for some reason or perhaps you went back for a second visit.

Just go the the Report Tab again and choose Report Photo Uploader.

Diagrams

On your first 14 days, you will do hand drawn diagrams. Below is a good example of a basic sketch.

When complete, take a photo of the diagram with your phone (not the app) and then attach as a JPG in the Documents section at the bottom of the Information screen of the case.

FYI-as soon as you get in a the groove and are up to speed, we will provide you with APEX sketch software. Hand drawing is temporary.

Tell The Story

Every report should have a little narrative. It tells the story of the risk. This is not repeating the basics of the risk....like 2 story, frame, gable roof with metal cover...

This narrative trys to ADD to the form and the photos and provide your insights

Send To Review

When you think you have completed the report, it is time to send it in to review or quality assurance (QA).

The review team will get you any feedback that might help on future reports. Ways to save time, correct language and point out any defects you missed.

Click the Complete Report button and it will walk you thru the quick process.

Day 13

Feedback from QA

Like we said on Day 12, the QA team is here to help. The feedback should be constructive, focused and relevant.

This is an important part of the process and we hope you can accept constructive guidance! 🙉

Bounced Cases

We don't use the word "reject" but instead use "bounced". This implies the teamwork approach as we bounce a case back to you to work on and you will soon rebound it back to QA. Here are some reasons you may get a case back:

No Survey Comments
Unanswered Special Instructions
Images missing
Module not completed
No diagram (if required)

First Case Complete

Good job! Hope the process was at least partly enjoyable.

The learning curve is not too steep with ViewSpection and soon you will feel like an experienced pro!

Day 14

14 Days to Yes or No

These 14 days were a direct way to get you to Yes or to No. We want you to be able to quickly find out if inspections and all that is involved will work for you in your daily life.

Of course, it does not take 14 days to get an inspection done, so don't freak out about that...we just wanted to spread the process out across a few days.

We covered a lot and there is more to learn. However, there are no grand surprises left.

So what will it be? Looking forward to chatting about it.

Lets Talk

So lets talk or email and decide if you are moving forward. It if is a YES....here is what we can discuss:

What areas can you cover
What amount of time do you have available
Are you ready for other types off inspections like commercial or farms
And more!

Thank You

Thanks for sharing this journey with us. If you said YES, we are looking forward to working with you. Perhaps it was not now? We will reach out later. If it was a NO, we understand and please share with us how we could do things better!

🏚️🏥🚜

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