Practical home documentation
Agency coverage review kit
Give clients a useful way to prepare for an annual coverage conversation without exposing their household contents to the agency.
- Ready-to-send invitation copy and renewal script.
- Campaign QR code and co-branded landing page.
- Aggregate activation and completion reporting only.
Instant Inventory is a documentation aid, not an appraisal or a guarantee that an insurer will accept any item or estimate. Confirm requirements with your insurer.