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Insurance and Vehicles

The section of a person's profile that shows their vehicles and lifestyle-related data, such as pet ownership and home business signals.

Written by Joy

Use this article to read the Insurance & Vehicles section — the part of a person's profile in DealMachine that provides a quick overview of a contact's vehicles and lifestyle-related data, helping you better understand their potential financial profile and tailor your outreach more effectively.

Where to find it: Open a person's profile (their People Page) — for example, click a contact under a property's Associated Contacts, or run a Find People search (or Quick Search) and open a result. On the People Page, scroll down to the Insurance & Vehicles section or click Insurance and Vehicles in the left sidebar. Insurance & Vehicles is one section of the People Page, and sections can be pinned or reordered.

Vehicles Owned

This subsection shows any vehicles associated with the contact. If they own one or more vehicles, you'll see a card for each one showing the year, make, vehicle type, and loan status if applicable.

Lifestyle Factors

  • Pet Ownership — indicates whether the contact is estimated to have pets.

  • Home Business — indicates whether the contact is estimated to operate a business from their home.

  • Credit Behavior — provides a general indicator of the contact's payment history and credit standing.

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