CasaInsight

For independent home and auto agents

When a client remodels, dwelling coverage may be out of date.

CasaInsight checks Sacramento-area building permits on addresses you import, and emails you when one may be due for a coverage review. It does not quote a policy or decide coverage.

Start free, $0 for 30 daysContact us about an agency

$39.99/mo after the 30-day trial unless you cancel. Card required. One person per plan.

CasaInsight

Sample · Coverage review

Kitchen remodel

412 Alder St, Sacramento, CA

Sample photo of a finished kitchen remodel: white cabinets, a marble island, hexagon tile, and a stainless range. Not a real client’s home.SampleHomeowner shared

Estimated value added

$41,600–$46,400

Finish level

Mid-range

Sample only. A person at this address shared photos of a finished kitchen remodel. A remodel like this may mean dwelling coverage is out of date, so it may be time to review the policy with them. This is not a quote, not a premium, and not a decision about coverage.

Open in dashboard

The dollar range is the product’s estimated value added at sale for this project and finish. It is not a coverage limit and not a premium. Sample data for illustration. Not a real client.

Why it matters

This is the size of the local insurance-sales workforce, not a count of CasaInsight users or of independent agencies. An agency count was not found, so it is not shown.

Insurance sales agents employed in the Sacramento metro, May 2023. Wage and salary jobs only, so the self-employed are not included.
3,570
  1. [1] U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics, May 2023, Sacramento–Roseville–Arden-Arcade, CA Wage and salary jobs only. Self-employed people are not included.

How it works

  1. 1

    Import addresses you already work with

    Upload a spreadsheet of people and addresses, the same import agents use. It is not a connection to a policy system.

  2. 2

    Permits are checked daily

    Sacramento-area permit filings are matched to those addresses. A photo signal happens only if that person chooses to share photos.

  3. 3

    You get an email

    It names the project and the address. A remodel may mean dwelling coverage is out of date, so it may be time to review the policy with them.

Questions

Is this a quote or a coverage decision?

No. CasaInsight does not price a policy, suggest a premium, or decide whether someone is eligible for coverage. It tells you a permit or shared photos showed up at an address you imported.

What does the email say today?

The live alert names the project and the address, with an estimated value added for the work. That dollar range is a resale estimate, not a coverage limit. Insurance-specific wording is not a separate email template yet. The card on this page is a labeled sample.

Who is it for?

Independent home and auto agents, using it to decide when to review coverage with people they already insure. It is not for underwriting, pricing, or eligibility.

Which places are covered?

Permit alerts are checked daily for Sacramento County, the City of Sacramento, Elk Grove, West Sacramento, Citrus Heights, and Yuba County (including Plumas Lake, Olivehurst, Linda, and Wheatland). More Northern California cities and counties coming soon.

What does it cost?

$0 today, then $39.99/mo after a 30-day free trial unless you cancel. A card is required to start. That plan is one person. Contact us if several producers at an agency need seats. There is no self-serve agency checkout.

See which clients may need a coverage review.

Start one seat free for 30 days. For several producers, contact us and we will set it up with you.

Start free, $0 for 30 daysSee a sample alert