The old owner is still on the policy.
Your client moved the house into a trust. The home policy still names the old owner.
Stay in touch with your clients. Start from their trust record.
You do not need to hold the signed trust. TrustHelm shows recorded assets and life changes for your next coverage conversation.
Get started for free
Free to start. No credit card.
The problem
The trust changed. The policy may not have.
Your clients may change a home, a trust, or their family between calls. Old policy details can stay behind.
A beneficiary form was not updated.
The family changed, but an old form still names the same person. Nobody has checked it against the trust.
Nobody can find the policy.
The family needs the policy after a death. Nobody knows which folder or inbox holds it.
How it works
Help your client get the record in place.
TrustHelm keeps the steps simple, even when you do not hold the trust.
Step 1
Add your client’s name and email.
TrustHelm sends your client an invitation. You can start the connection without holding their trust.
Step 2
Your client uploads the trust.
TrustHelm reads it into a draft record. Your client checks and confirms what it says.
Step 3
Keep the relationship in view.
The trust appears on your client list. TrustHelm shows recorded changes for the trusts your firm monitors.
This picture shows an example trust record.
For your agency
Keep the relationship in view.
TrustHelm gives you saved facts for your next coverage conversation.
Funding follow-through
Review the assets your client has recorded. TrustHelm shows assets and their funding or title status in Funding. You see them within the firm's access.
Client changes
Keep a reason to stay in touch. TrustHelm shows reported life updates on monitored trusts. Use the saved facts to start a coverage conversation.
Record and export
Keep a copy of the recorded changes. TrustHelm shows dated events in Record. You can export the visible trust timeline as CSV or PDF.
Insurance agent Monitoring
What Monitoring tells you
TrustHelm watches recorded policy, property, and life changes on the client trusts your firm monitors.
Instant-eligible signals
Shown in What changed and your firm summary. Eligible for instant email with paid monitored capacity and the email switches below turned on.
- Material life/trust changes
- Property titled out of trust
- Insurance mismatch
- Insurance expiry
Summary-only signals
Shown in What changed and your firm summary, without an instant Monitoring email.
- Beneficiary changes
- Property acquired
- Annual Trust Review completed
Material life/trust changes include a reported death, marriage, divorce, successor trustee change, amendment or restatement. Property titled into the trust does not appear in What changed.
Follow-up in context
The policy and record do not match.
A policy scan finds details that do not match the trust. For example, the home policy names the old owner.
A policy is near renewal.
The record shows a policy renewing within 60 days. For example, the home policy is due next month.
Property has left the trust.
The record says a property left the trust. For example, your client reports moving the house out.
The family has changed.
The record shows a death, marriage, divorce, or new trustee. For example, your client reports a death before a coverage review.
A trust has gone quiet.
TrustHelm flags a long gap or an old open task. For example, a family has saved nothing for over 18 months.
Funding has stalled.
After 90 days connected, fewer than half the recorded assets are verified. For example, the house still needs a check.
How you hear about it
TrustHelm shows updates in Monitoring and What changed. In Clients, use the Going stale and Funding stalled filters.
TrustHelm only watches what is saved in your monitored trusts. It does not check outside records or a document's age.
Unmonitored trusts stay open to your firm. TrustHelm does not watch them.
Each person picks their emails
Free Monitoring includes an optional monthly firm summary, without instant Monitoring emails. Paid monitored capacity adds optional Instant alerts and a weekly firm summary. In Notification settings, choose Firm summary email to change the cadence or turn it Off.
Turn on Email me firm notifications and Instant alerts to receive eligible instant emails. Turning off either the master email switch or Instant alerts stops instant Monitoring emails.
Funding problems is a separate switch, Off by default. Paid capacity alone does not turn it on. Free Monitoring includes funding follow-up in the summary.
Not every item generates an email. Each person chooses their own emails. Email is the only outside channel.
Free to start. No credit card.
- Every account can use two-factor sign-in with an authenticator app.
- TrustHelm stores documents privately. Each download link stops working after 60 seconds.
- Only the trust's owner can disconnect a firm. They can do this at any time.
FAQ
Common questions.
No. Connecting is free for both of you. Some states and agencies limit gifts to clients. TrustHelm never asks you to pay for a client's plan.
Keep your next coverage conversation grounded.
TrustHelm keeps recorded assets and life changes within reach. Free to start. No credit card.