Turn property changesinto client opportunities.

Property changes. Dated evidence. Clear next steps for your agency.Clear facts. Better client follow-ups.

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Start with a property.

Street address or client name

1247 Maple Grove LaneOrlando, FL · Illustrative sample

Drop a client book or property documents here, or Browse files

Fictional property · sample records and illustrative imagery

1247 MAPLE GROVE LN,
ORLANDO, FLMonitor property

Property & ownership ⓘMore details

Owner of recordSample owner

Property typeSINGLE FAMILY

Year built2008

Living area2,432 sq ft

Lot sizeNot verified

PoolYes · in-ground

AssociationMaple Grove HOA
Gated community · demo

Roof, permits & systems More details

Roof material / shapeConcrete tile · hip

Roof installed / age2019 · 7 years (demo as of 2026)

4-point systemsAdd report

Wind mitigationAdd report

Flood

FEMA flood zoneReview source

Property watch savedNew source changes will appear in Client Alerts.

MONITORING CONTINUESA new record. A reason to reconnect.Later · illustrative time passage

New client opportunityRoof record change · Sample clientReview the source, then plan your follow-up.

Client alerts 1

Search client alerts

Watching1＋

Illustrative alert · sample data

Client & propertyWhat changedDetectedReview status

Sample client1247 Maple Grove LaneClient opportunityRoof record changeTodayTo review

Select a change to review its evidence.

Change evidence ×

Sample client · illustrative alert

New client opportunity

Roof record changeSource review

Sample client

1247 Maple Grove Lane

Open property briefMark reviewed

Record comparison

Previous evidenceNo matching record in saved baseline

Current evidenceRoof permit record added

A reason to call your client

Ask about the roof project and request updated documentation. Review the source first; a permit alone does not confirm completed work.

Review guidance ⌄

Confirm the parcel, permit status, and completion.
Ask the client for updated roof documentation.
Review carrier requirements before recommending a change.

Follow-up

Agency owner · sample

No follow-up created.

Create follow-up

Assigned teammateChoose a teammateSample teammate

Due date and timeChoose a date and time

StatusOpen

OutcomeRecord the source review and client action taken

Save follow-up

Sample teammate

Open · Due tomorrow at 9:00 AM

Ask the client for roof documents.

Follow-up saved · sample

Sources Sample county permit record ↗Demonstration only · a permit is not proof of completed work.

FROM ALERT TO CLIENT CONVERSATION

A timely reason to call.
A chance to earn the next renewal.

Review the change. Ask about the project.
Help your client keep their coverage up to date.

New record→Source review→Client follow-up

Illustrative workflow · renewal outcomes are not guaranteed.

4-pointSample report.pdf

Wind mitigationSample report.pdf

A property brief, from the first search.

Spot changes.

Review the evidence.

Start conversations.

Know when to reach out.

Stay connected.

Keep follow-ups together.