Insurance
Property coverage inquiry: planning checklist
Connect with an insurance professional and keep the property details and your questions together. Use this guide before a new assignment, then return to it when the scope or schedule changes. Confirm the details with your client and record who owns the next step.
On this page
Build a useful job brief
Use these questions during intake. Record the answers, the person responsible and any unresolved decision in the job record before confirming the next step.
- 1
Which property use and occupancy details have changed?
- 2
When is renewal, and which documents has the broker requested?
- 3
Which unanswered coverage questions need a written response from the licensed professional?
Client management
Record the property, requested effective date and questions the client wants answered. Identify the authorized contact and next follow-up. Keep an inquiry separate from a confirmed coverage decision so the record remains clear.
Explore this toolFiles & documents
Collect the documents requested by the insurance professional and keep versions identifiable. Review recipients before sharing property or personal information. Record outstanding information rather than treating an incomplete file as ready for a decision.
Explore this toolClient portal
Keep client questions and responses together throughout the referral. Record the professional’s next step and any documents the client still needs to review. Azyba supports coordination; coverage advice and decisions remain with the insurance professional.
Explore this toolBefore you hand off the work
Adapt this operational checklist to your agreed scope and professional requirements.
Put the plan into practice
Start with one client record and one clearly scoped job. Link the service address, relevant files and agreed next action. Review the plan with the assigned teammate before the first visit, and update the record when the client approves a change.
