[5.0] Use Impacted Assets to Find Clients Hit by a Storm

[5.0] Use Impacted Assets to Find Clients Hit by a Storm

While generating new leads through canvassing, mailers, and other methods is important, the quickest and easiest opportunities often come from your existing leads and clients who have been impacted by a new storm.

The Impacted Assets feature provides real-time alerts and detailed information about storms that have affected your existing contacts.
This empowers you to act quickly, reaching out to these leads and past clients to convert opportunities into sales, strengthen client relationships, and boost their bottom line. This proactive strategy not only increases customer satisfaction but also drives meaningful business growth.

Ways To Find Impacted Assets

There are two simple ways to identify and download a list of impacted assets:


  1. Impacted Assets by Filters: Use this method to find assets affected by specific hail, wind, or tornado events over a selected date range. You can combine these filters with other Asset Filters for more refined results.

  2. Impacted Assets by a Weather Event: Choose this option to identify assets impacted by all storms on a specific date.

Impacted Assets By Filters

Use this method to find assets affected by specific hail, wind, or tornado events over a selected date range. You can combine these filters with other Asset Filters for more refined results.

Mobile App

1. Tap "Assets" page

2. Tap "Asset Filters"

3. Utilize any number of storm impact filters.

For example, select "Last Meteorologist Impact Date" to find clients impacted by hail over a selected timeframe

4. Select a date range

5. Set a date range, such as this week, this month, or a custom date range

6. Tap "Select Date Range"

7. Tap "Apply Filter"

8. Tap "X" to close Asset Filters

9. From here, start reaching out to owners impacted by a storm. Additionally, you can export your filtered assets to utilize outside of HailTrace, such as sending blast email.

NOTE: You must have an "Asset Admin" role to export Assets

10. Tap "export Assets to CSV" and download the list from your email


Browser App



1.  Select the Asset Page


2.  Apply one or more impacted  Asset Filters



3.  Select and organize any Columns that will show up on the CSV



4. (If exporting selected assets) If you don't want to export the entire asset list, select individual assets that you want to export



5.  Click Export button



6.  Select a timezone for the data to show in



7.  (If exporting selected assets ONLY) Select Export Selected Assets



8.  Select Export Assets To CSV

Impacted Assets By A Weather Event

Mobile App

1. Tap Navigation Panel


2. Tap Impacted Asset button next to any weather event


3. Tap "Request" and download the impacted asset list from your email


Browser App

1. Click "Maps" page


2. Click "Weather Events" panel


3. Click "Impacted Asset" button


4. Click 'Request List' and download the impacted asset list from your email



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