How To Prepare for Your Loss Control Visit

Written by
August 13th, 2010

  1. Cooperate in setting up the appointment.  If the Loss Control Consultant has to make several calls, it sets up a poor first impression.
  2. Provide enough time to do the survey. Ask how long the Loss Control Consultant needs to adequately cover all the questions.
  3. Provide multiple contacts if necessary.The Loss Control Consultant can get more details from someone more closely related to the issue.  Examples:  Your Quality Control Director can handle the Products Liability part of the survey; your Maintenance Manager can handle the Property questions/tour; your Traffic Manager can handle the questions on the fleet. Make sure that the additional contacts understand the value of the loss control visit and the importance of the information being relayed. Your additional contacts should beon the same page with you.
  4. State all of the positives about your organization, your programs,your efforts.  You may want to make some basic notes to make sure you talk about any positive things you are doing.
  5. Be open to suggestions made during the visit.  If you react negatively to suggestions, the report may label you as “uncooperative”.
  6. Have materials ready that you know will be needed such as a property diagram, vehicle list, sprinkler testing info. etc. Showing that you value and respect their time goes a long way.
  7. If there are any questions that you can’t answer during the visit, be sure to get the answers and relay them as quickly as possible. An answer of “I don’t know” is seen negatively in their eyes.
  8. If there is a weakness that has not been addressed or cannot be explained, it is good to ask for help.  Carriers see this as a company who is “cooperative” and they like to partner with these companies.

See Questions you can Expect on a Loss Control Visit.

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