Agent·Operations
Tax & Insurance Watchdog
Property tax and insurance are the two biggest expense lines you don't actively manage. The Watchdog flags tax appeal opportunities by comparing assessed vs. market value and tracks insurance premium trends so renewal isn't a surprise.
What it does
- Tax appeal opportunity detection
- Insurance premium benchmarking and trend alerts
- Renewal-window reminders
- Carrier comparison support
When you'd use it
Pre-appeal screening
Run before tax appeal season to surface every property where you have a real case.
Renewal prep
60 days before insurance renewal, get a comparison vs. last year and market.
Reads
- • Tax bills
- • Insurance docs
- • Appraisals
Produces
- • Appeal candidates
- • Renewal alerts
- • Premium trend report
Related
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