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Insurance Inspection Software

Insurance inspection software for field surveyors running property risk surveys, home and commercial inspections, motor surveys, and loss-control visits.

Works OfflineiOS & AndroidFree Setup & Onboarding
Quick Answer

Insurance inspection software is the platform field surveyors, loss-control engineers, and underwriting teams use to run property risk surveys, home and commercial insurance inspections, motor and specialty-line surveys, and loss-control visits with photo evidence and structured risk scoring on mobile.

Available on Mobile

Run Insurance Inspection on the Inspectly360 Mobile App

Inspect on iOS and Android with no internet required. Capture photos, let AI flag defects, and generate audit-ready reports in the field.

What Is Insurance Inspection Software, and How Do Surveyors and Underwriters Use It?

This is the field survey and underwriting layer - inspections at the policyholder's premises or asset, not branch cash controls inside a bank. Banking branch and AML programmes typically sit in financial and insurance services inspection software.

Before and After Inspectly360

What changes once insurance inspection software runs on one mobile-first platform.

Before Inspectly360

  • Survey photos sit on the surveyor's phone.
  • Pre-insurance commercial surveys use different forms per region.
  • Loss-control recommendations live in email.
  • Car insurance inspections are inconsistent between surveyors.
  • Surveyors retype notes into Word after the visit.

After Inspectly360

  • Every survey item carries timestamped photos, measurements, and risk flags attached to the policy record.
  • Versioned commercial property templates enforce the same rubric with mandatory photos on high-risk items.
  • Loss-control findings route to tracked corrective actions with photo verification before renewal pricing.
  • Structured motor survey templates with photo evidence per panel, tyre, and odometer reading.
  • Branded underwriting PDF generates when the surveyor submits on site.

How Does an Insurance Inspection Programme Run from Field Survey to Underwriting Report?

Surveyors and loss-control teams follow this loop for pre-bind, renewal, and claims-driven inspections.

  1. 1

    Assign Surveys from the Policy or Claims System

    Open the correct survey template against the policy, claim, or renewal record with surveyor and due date.

  2. 2

    Capture Evidence on Site with Photos

    Complete structured surveys offline with mandatory photos on risk items and measurements where required.

  3. 3

    Flag Risk Items for Underwriting

    High-risk findings surface with severity, recommendation, and photo proof for underwriting review.

  4. 4

    Route Loss-Control Recommendations

    Policyholder corrective actions assign with deadline and re-inspection evidence before renewal.

  5. 5

    Submit Branded Underwriting Reports

    PDF survey packs generate on submission for bind, renewal, or claims adjustment.

What Does Insurance Survey Inspection Cover?

Insurance survey inspection checks property and asset condition survey, fire and safety risk assessment, occupancy and use verification, hazard and exposure identification, photo evidence and geotagging, and valuation and documentation. Surveyors and risk teams capture a photo and a reading on each point, offline where signal is poor, and a named reviewer signs the round off, so every insurance record proves what was checked, when, and by whom, and stays aligned to NFPA fire-risk guidance, local building codes, and ISO 45001.

What Gets Checked

  • Property and asset condition survey
  • Fire and safety risk assessment
  • Occupancy and use verification
  • Hazard and exposure identification
  • Photo evidence and geotagging
  • Valuation and documentation

Common Defects It Surfaces

  • Undocumented hazard
  • Fire-risk exposure
  • Occupancy or use mismatch
  • Missing survey evidence
  • Incomplete survey record

Evidence Captured

  • Survey photo
  • Risk-assessment record
  • Geotagged image

Templates align to NFPA fire-risk guidance, local building codes, ISO 45001.

AI-Powered Features for Your Field Workflows

Everything your field team does on paper, Inspectly360 does automatically: faster, more accurate, and without the admin.

Take a Photo. AI Fills the Form illustration

Take a Photo. AI Fills the Form

Your inspector takes a photo of any asset or defect. AI reads it and fills the inspection form automatically. No typing. No manual entry.

Speak. AI Writes It Down illustration

Speak. AI Writes It Down.

Inspectors speak their observations in any language. AI transcribes and fills the form in real time. Completely hands-free in the field.

Inspections Done. Report Ready illustration

Inspections Done. Report Ready.

The moment an inspection is submitted, a branded PDF, Excel, or CSV report generates automatically. No manual work. No waiting.

Connect Your Existing Tools illustration

Connect Your Existing Tools.

Inspectly360 integrates with the tools your team already uses, including Zoho, Microsoft 365, and SAP. No double entry.

Live Dashboard. Every Site. Always On illustration

Live Dashboard. Every Site. Always On.

Your operations team sees completion rates, open issues, and compliance scores across all sites in real time. No chasing updates.

One Platform. Mobile-First. AI-Powered.

Manage every checklist in one connected workspace, capture evidence on mobile at the point of work, and let AI turn field inputs into clear, stakeholder-ready reports in minutes.

Mobile inspection app screen showing a shared team checklist with site, date, and report-type options
Collaborate

Collaborate with your team anytime, anywhere

See which checklists your team has in progress across every site, jump into the same inspection with one tap, and keep field, supervisor, and back-office views in sync without sending screenshots on WhatsApp.

  • Organise inspection data by site, team, and date
  • Assign checks to the inspector or vendor responsible
  • Track completion across every location in one view
  • Keep field and back-office in sync in real time
  • Comment on findings without leaving the inspection
Custom inspection report shown as a branded PDF with charts and finding details
Custom Reports

Custom reports that guide your decision making

Every team reports differently. Build the report your operations, quality, or compliance leads actually want to read, share it as a branded PDF, and schedule delivery to the stakeholders who need it.

  • Branded PDF and CSV export from any completed inspection
  • Schedule weekly or monthly delivery to managers and clients
  • Share to email, Drive, Teams, or Slack in one click
  • Filter findings by site, severity, or corrective-action status
Inspection analytics dashboard showing completion and pass-rate trends with a schedule card
Powerful Analytics

Analyse your inspection data with confidence

See completion, pass rate, and recurring findings across every checklist and every site, without pulling spreadsheets together at the end of the month.

What Changes for Field Surveyors, Underwriters, and Loss-Control Engineers?

What changes once insurance inspection software is standardised on Inspectly360.

  • Field Surveyors: One mobile app replaces paper forms, personal photo rolls, and evening report typing.
  • Underwriters: Survey evidence arrives structured with photos inline, not days later in email.
  • Loss-Control Engineers: Recommendations track to verified closure before renewal pricing.

Reviews From Real People

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4.5/5TrustpilotBased on 3,987 reviews

What our
customers are
saying

Field inspector with tablet on site

Inspectly360 transformed how we manage site safety inspections. The offline capability alone saved us countless hours. Our compliance rate jumped from 72% to 96% in just three months.

Sarah Mitchell

Meridian Construction Group

Field inspector at work

The AI-powered defect detection has changed how we work. Our inspectors capture photos and the system flags issues we'd have missed. It's like having an expert reviewer on every site visit.

James Chen

Pacific Manufacturing Co.

Inspection team reviewing site checklist

Rolling out digital checklists across multiple projects gave us instant visibility into recurring safety issues. We now resolve critical findings in hours instead of days.

Olivia Carter

Northbridge Infrastructure

Ready to Move Insurance Inspection Off Paper?

Book a Free Demo

Which Insurance Inspection Templates Should Surveyors Start With?

Get started with inspection and audit checklist templates.

View All Checklist Templates
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Business Continuity Plan (BCP) Template

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Cash Count Audit

Use this Cash count audit checklist to verify critical steps, capture evidence, assign corrective actions, and keep operations safe and compliant.

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Equipment Sign Out Sheet Template

Use this template to document details of the equipment and to whom it was issued. Make sure all the relevant ...

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Business Impact Analysis Template

Assess impact and quantify losses to your business functions through this digital template. Affix our digital signature to confirm the ...

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Frequently Asked Questions About Insurance Inspection Software

How is insurance inspection software different from financial services inspection software?

Insurance inspection software runs field surveys and loss-control visits for underwriting and claims - property, home, commercial, and motor inspections at the policyholder site. Financial services inspection software runs branch, ATM, cash, and AML controls inside banking networks. Insurers with banking arms often deploy both. In financial & insurance services, Insurance Inspection Software turns approved insurance checklists into mobile checks field teams complete on any device. Templates and part-finished checks stay on the phone, so inspectors capture insurance results without hunting for a connection.

Can surveyors work offline at remote properties?

Yes. Surveys, photos, and notes cache on the device and sync when connectivity returns. In financial & insurance services, Insurance Inspection Software turns approved insurance checklists into mobile checks field teams complete on any device. Templates and part-finished checks stay on the phone, so inspectors capture insurance results without hunting for a connection. Because evidence is captured as the work happens, the insurance trail still stands up months after the visit. Repeat failures on the same insurance are flagged, so teams address the cause instead of patching it again.

How quickly can an insurer pilot digital property surveys?

Most teams pilot one survey type within two to three weeks using pre-built property and loss-control templates. Phased rollout by region or line of business is supported. In financial & insurance services, Insurance Inspection Software turns approved insurance checklists into mobile checks field teams complete on any device. Templates and part-finished checks stay on the phone, so inspectors capture insurance results without hunting for a connection. Because evidence is captured as the work happens, the insurance trail still stands up months after the visit.

How does Insurance Inspection Software support ISO 27001 and business-continuity standards compliance?

Inspectly360 ships templates aligned to ISO 27001, business-continuity standards, and local regulatory compliance with required photo evidence, readings, and sign-off rules, so an incomplete insurance inspection software check cannot close. Statutory due dates attach to each asset, with renewal alerts before they lapse, and branded PDF packs plus searchable history let Facilities Managers prove what was checked, when, and by whom when an assessor arrives. Evidence is captured offline in the field and synced to one portfolio record, removing the scramble to rebuild a trail from folders and email before each review.

What does Insurance Inspection Software do?

In financial & insurance services, Insurance Inspection Software turns approved insurance checklists into mobile checks field teams complete on any device. Templates and part-finished checks stay on the phone, so inspectors capture insurance results without hunting for a connection. Because evidence is captured as the work happens, the insurance trail still stands up months after the visit. Repeat failures on the same insurance are flagged, so teams address the cause instead of patching it again. Each entry is timestamped and tied to a named person and the asset, so a "done" tick always has evidence behind it.

Less Paperwork. More Visibility.

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  • 1000+ Templates
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