The Homeowner's Handbook - Insurance Agent Edition

Your clients get a welcome packet when they bind a policy. Most of it ends up in a drawer.

Give them something they'll actually keep: a beautifully organized home documentation system with your name, photo, and agency on it — the guide they reach for the day a pipe bursts or a storm rolls through.

Prepared policyholders make for smoother claims, fewer frustrated calls to your office, and clients who remember who looked out for them at renewal time.

What your client gets inside their handbook:

✅ Room-by-room home documentation — everything in one place

✅ Home inventory with photos and estimated values

✅ Seasonal maintenance guide — the small fixes that prevent big losses

✅ Appliance and systems tracker — HVAC, roof, plumbing and more

✅ Utility shut-off locator — organized and ready when it matters

✅ Emergency contacts — pre-organized, including yours

✅ Appliance replacement timeline — know what's aging before it fails

What you get:

✅ Your photo, name, agency, and a personal note on every handbook

✅ Each client gets their own private URL — permanent and always accessible

✅ Annual license — one named agent, unlimited client handbooks

✅ Clients keep their handbooks forever

No app to download and no account required — just enter your email and pay (about 30 seconds). Right after checkout you'll get a one-page sheet with your link to add your branding and send each client their handbook.

Give it at binding, at renewal, or as a thank-you for a referral. One annual license. Unlimited clients.

Educational content only. Not insurance, legal, or claims advice, and not a substitute for the policy itself.