With the Home Insurance Module, we’re taking homeowner empowerment to the next level—giving eligible clients a timely reminder to review their insurance coverage before it auto-renews.
Please note: This is a once-per-year reminder module, only showing 60 days before the policy start date or the sold date the home was purchased. The insurance expiration is based on the policy start date or sold date listed for the client.
HOW IT WORKS
Clients see Homebot’s Insurance risk-o-meter before the Airbnb section near the bottom of the Home digest. This risk-o-meter shows if the homeowner is at low, moderate, or high risk of not having competitive coverage in the marketplace or being underinsured.
How is it calculated? The risk-o-meter assumes the homeowner has not changed insurance since the purchase of the home or updated it since the last known policy start date we have on file. Based on this assumption, the longer the homeowner is in the home - the higher risk they are for overpaying.
1 year = Low
2 years = Medium
3+ years = High
By clicking the 'More information on this', your client can learn more about why they may be at high risk and contact you for guidance:
Clients can contact you directly for additional support, confirm the details of their policy, or snooze the reminder until next year!
Once updated, their risk-o-meter will recalibrate and they'll be reminded again in roughly a year.
When a client shows interest in exploring their home insurance options, you’ll be notified via email with the following message:
Have questions or need support? Send us a chat using the pink message bubble to the right!
