Partner Portal

Protect Your Book of Business. Keep Clients Insured.

California carriers are dropping 30,000+ policies. Roof condition is the #1 fixable reason clients lose coverage. Join our free partner network to help your clients stay insured — and keep your commissions.

30,000+

CA Policies Dropped

$1-2K

Lost Per Dropped Client/Year

75 Days

Non-Renewal Notice Period

#1

Fixable Issue: Roof Condition

Why Join

Everything You Need to Retain At-Risk Clients

Free tools, automated outreach, and educational content — all designed to help you keep clients insured and protect your revenue.

Protect Your Book of Business

Every dropped policy costs you $1,000–$2,000/year in lost commissions. Help clients fix the #1 fixable issue — roof condition — before they lose coverage.

Easy Client Intake

Upload your at-risk client list via CSV or add them one by one. We handle the outreach with proven campaign sequences.

Automated Campaigns

5-touch email/SMS drip sequences educate your clients about their options. Day 0, 3, 7, 14, 21 — all personalized with your name.

Track Everything

See which clients opened emails, clicked links, used the calculator, and booked inspections. Real-time dashboard.

Social Media Library

Pre-made posts you can share on Facebook, LinkedIn, and Instagram. Position yourself as the agent who helps clients keep their homes insured.

Educational Content

Articles covering all 10+ risk factors for insurance loss — not just roofs. Wildfire mitigation, electrical, plumbing, defensible space, and more.

Who Can Join

Not Just Insurance Agents

Any professional who helps homeowners maintain or improve their property can join. Together, we cover all the risk factors that cause insurance loss.

Insurance Agent/Broker

Roofing Company

Tree Service / Arborist

Fire Mitigation Service

Electrician

Plumber

General Contractor

Home Inspector

Landscaper

Junk Removal

Window Installer

Fencing Company

Property Manager

Other

How It Works

Three Steps to Protect Your Revenue

1

Register & Upload

Sign up free. Upload your at-risk client list via CSV or add clients manually. Include their carrier, non-renewal date, and address.

2

We Reach Out

Automated email/SMS campaigns educate your clients about roof treatment options. Personalized with your name as their agent.

3

Clients Stay Insured

Clients who get their roof treated can demonstrate compliance to their carrier. You keep the policy. Everyone wins.

Ready to Protect Your Revenue?

Join hundreds of California insurance professionals who are proactively helping clients stay insured. Free forever.