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Description

HomeZada, an online platform and app that allows homeowners to manage their biggest asset and largest expense, their home, is what HomeZada does. It provides a cloud-based, secure solution that allows homeowners to track their home inventory, manage home projects, and understand total homeownership costs. It is also an option that helps homeowners service businesses in areas like insurance, mortgage, real-estate, and home building to retain and engage existing customers and attract new customers.

Description

Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Go Integrator Cara No 
Google Calendar Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Nexsure Insurance Platform No 
Nylas No 
RingCentral Automatic Call Recording No 
Sonant No 
Twilio No 
iCalendar Yes 

Integrations

Go Integrator Cara Yes 
Google Calendar No 
Microsoft Excel No 
Microsoft Outlook No 
Nexsure Insurance Platform Yes 
Nylas Yes 
RingCentral Automatic Call Recording Yes 
Sonant Yes 
Twilio Yes 
iCalendar No 

Pricing Details

$79.00/year
HomeZada offers three tiers of its solution depending on the needs of our customers.
Free Trial No 
Free Version Yes 

Pricing Details

$69per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

HomeZada

Founded

2011

Country

United States

Website

www.homezada.com

Vendor Details

Company Name

InsuredMine

Founded

2017

Country

United States

Website

www.insuredmine.com

Product Features

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Project Planning

Agile Methodologies No 
Budget Management No 
Collaboration Tools No 
Due Date Tracking No 
Gantt Charts No 
Kanban Board No 
Prioritization No 
Progress Tracking No 
Resource Management No 
Task Management No 
Template Management No 
Traditional Methodologies No 

Real Estate Agency

Calendar Management Yes 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database No 
Website Management No 

Product Features

Commercial Insurance

Billing & Invoicing No 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management No 
Customer Portal Yes 
Document Management Yes 
Insurance Rating No 
Policy Management Yes 
Quote Management No 
Reinsurance Administration No 
Risk Assessment No 
Underwriting Management No 

Content Marketing

Audience Targeting Yes 
Brand Management Yes 
Campaign Management Yes 
Categorization / Grouping Yes 
Conversion Tracking Yes 
Distribution Management Yes 
Editorial Calendar No 
Multi-Channel Publishing No 
Publish Scheduling No 
SEO Management No 
Social Media Management No 
Video Management No 

Customer Engagement

Analytics Yes 
Churn Management Yes 
Communication Management Yes 
Community Management Yes 
Content Syndication Yes 
Feedback Collection Yes 
Gamification Yes 
Live Chat Yes 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management Yes 
Multi-Channel Collection Yes 
Sentiment Analysis Yes 
Survey Management Yes 
Text Analysis Yes 
Trend Analysis Yes 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score No 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys No 
Drip Campaigns Yes 
Dynamic Content No 
Event Triggered Email No 
Image Library No 
Landing Pages/Web Forms No 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Insurance Agency Management

Claims Management Yes 
Commission Management No 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation No 
Policy Issuance No 
Policy Processing No 
Quotes / Estimates Yes 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management No 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload No 
Commercial Lines No 
Comparative Insurance Rating No 
Customer Portal Yes 
For Casualty Insurance Yes 
For Health / Medical Insurance No 
For Life Insurance Yes 
For Personal Insurance Yes 
Multi-State Yes 
Multiple Line Rating No 

P&C Insurance

Billing & Invoicing Yes 
Broker / Agent Portal Yes 
Claims Management Yes 
Commission Management Yes 
Customer Portal Yes 
Document Management Yes 
Insurance Rating No 
Marketing Automation Yes 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management No 

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