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Residential surveys

Personal Lines Survey

Complete a residential personal lines survey from the order to the report.

6
Chapters
32
Lessons
160
Quiz questions
14
Videos

Who this course is for

Inspectors who will walk homes and write personal lines survey files, including people new to residential insurance inspection.

What the course covers

A standalone residential course. Six chapters teach the visit, the building, home systems, location exposures, liability, and a report the underwriter can use.

Fourteen lessons include produced video. The other lessons are reading, PDF reference, and quiz.

Chapter 1

Foundations and a well-planned visit

Role, occupancy, scheduling, site safety, and useful questions at the home.

Chapter 2

The home, its roof and rebuilding information

Building description, roof, openings, and replacement-cost facts.

Chapter 3

Home systems and preventable losses

Electrical, plumbing, HVAC, water damage, and fire-protection observations.

Chapter 4

Weather and location exposures

Wind, hail, flood, wildfire, freeze, and other location perils around the home.

Chapter 5

Residential liability and special uses

Walking surfaces, pools, recreation, rentals, and unusual occupancy.

Chapter 6

A complete report the underwriter can use

Sequence the visit, document evidence, write recommendations, and review quality.

Included with enrollment

$99

Lifetime access. 30-day satisfaction guarantee. Employment is not guaranteed.

Enroll in Personal Lines Survey