The Homebot Network connects you, the preferred insurance agent, directly with clients and prospects at key moments in their journey, all within the Homebot experience sent by their Loan Officer, Real Estate Agent, or Title Agent.
You’ll be co-branded as the go-to expert, helping clients get fast, accurate answers to their home insurance questions.
No subscription? No problem. You don’t need a Homebot account to benefit from being a preferred agent.
How preferred insurance agents are added to The Network
You may be added to the Homebot Network in one of three ways:
Homebot automatically links a past buyer’s team of professionals using historical transaction data.
Manually by the Homebot customer
Directly by your past clients through their Home Digest or Home Search experience.
Once added:
If Homebot matched you automatically, you won't hear from us right away. The Homebot customer gets a week to review new matches before their clients see them. When that week ends, you'll get a "{contact} now sees you in Homebot" email and be featured on the client's Homebot.
If a Homebot customer or the client added you, you're featured on the client's Homebot right away.
The client will be asked to confirm the connection.
What happens next?
If you’re already an active Homebot Insurance Agent, there’s nothing else you need to do. You’re all set! If you’re curious where you’ll be featured and what that looks like to clients and prospects, continue to the next section of this article.
If you don’t have an active Homebot subscription and want to elevate your brand appearance, you’ll need to sign up for Homebot to customize your profile with a photo and company logo. Visit the Homebot demo center or contact [email protected] directly.
How your branding appears without a Homebot subscription:
Where preferred insurance agents are co-branded
Preferred insurance agents are featured in the home insurance section of the Monthly Mortgage Payment calculator.
The Monthly Mortgage Payment calculator is featured on every listing in Home Search and under the Calculators tab.
Learn more about the Home Digest experience for homeowners and past clients and the Home Search experience for buyers and prospects.
Communications you’ll receive from Homebot
A "{contact} now sees you in Homebot" email when clients start seeing you as their preferred insurance agent. The first one usually arrives the next morning. After that, it comes on Mondays when you have new clients.
Email notifications any time a client asks a home insurance question via their Home Digest or Home Search experience.
Occasional product updates or tips (you can unsubscribe anytime)
Email examples
Example of a Direct Message Email:
Managing your presence
Prefer not to participate? You can opt out of the Homebot Network from the link at the bottom of any email we send you, or remove yourself from a specific client by contacting [email protected].
Best practices
📩 Stay responsive to client questions to foster relationships and capture new business
🤝 Collaborate with Homebot customers to build lasting relationships
Want to learn how Homebot can help you? Visit the Homebot demo center or contact [email protected] directly.
FAQ’s
What do preferred insurance agents have access to?
If you don’t have a Homebot subscription, you’ll have access to:
A "{contact} now sees you in Homebot" email when clients start seeing you as their preferred insurance agent.
Direct Message Emails whenever a client has a home insurance question.
Can preferred insurance agents communicate with the Homebot customer?
Not through Homebot.
Can I opt out?
You can unsubscribe from emails or remove yourself from the Homebot Network altogether from the link at the bottom of any email we send you.
If you have questions or would like to be removed from an individual client, please contact [email protected].