Vantage CRM — Home Insurance
Home Insurance Sales,
Without the Data Entry.
Property lookups, carrier eligibility, and bundling prompts — all automated. Your advisors close. The platform handles the rest.
2.7×
More bundle policies per advisor
94%
Quote accuracy vs manual entry
18 min
Avg. time to bound policy
Built for Home
From address to bound policy in minutes
Property Intelligence
Pull property data automatically from address lookup — square footage, year built, roof type, flood zone. Pre-fill quote forms so advisors spend time selling, not data-entering.
Bundling Coach
AI coaching suggests bundle opportunities in real-time — auto + home cross-sell prompts triggered by contact profile and current policy data.
Replacement Cost Calculator
Built-in dwelling replacement cost estimation by state and construction type. Give customers accurate coverage recommendations on the first call.
Carrier Eligibility Engine
Filter carriers by zip code, construction type, loss history, and roof age — before presenting a quote. No awkward re-quotes after the fact.
Florida, Texas, Coastal markets — we handle the complexity.
State-specific rate card enforcement, wind mitigation credits, and carrier blackout zones are all automated — so your team always quotes within carrier guidelines.
- FL no-discount rule enforcement
- Wind mitigation credit workflow
- Flood zone eligibility filtering
- Coastal carrier availability by zip
See how leading home insurance teams close faster
30-minute demo, no commitment, tailored to your market and carrier panel.
Book Your Demo