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  • The brief
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  • Idea portfolio
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  • This week · 6
  • This quarter · 9
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 18, 2026 1 view
  1. Programmable
  2. Playbooks
  3. Steadily
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growth playbook · Oct 18, 2026

steadily.com (opens in a new tab)

Steadily growth playbook

Diagnosis

Steadily is hiring for three sales channels at once and a fourth function behind them. Direct sales is adding agents and three entry programs; the Independent Agency channel is adding a Business Development Associate and Manager and Agency Success staff measured on agents quoting each month; and a brand-new Partnerships function starts with a Stage Zero GTM leader and a Principal Account Manager to build tiers for strategic and long-tail partners.

Behind them, a Head of RevOps owns speed to lead and the first four months after bind, a growth engineer owns self-serve, and a Director of Reinsurance and Capacity owns the runway for all of it.

Steadily has more than 400 integrations, a HomeVestors self-serve program, a lender funnel and CoverageCheck, but the partner examples page is empty, there are no lender or property manager case studies, and the press room shows the wrong dates. This playbook makes partnerships repeatable and ties growth to the capacity that funds it.

Growth Score

8/10

Biggest Opportunity

Turn the 400 integrations into a tiered partner channel that binds inside partner flows, starting with programs like HomeVestors and lender closing funnels that already exist.

Biggest Risk

Growth outrunning capacity: selling in states and property types where reinsurance is costly hurts margins and the loss ratios partners are promised.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Fill the empty "Partner Integration Examples" page with the five integrations partners already run

    List the five partners and ask each for permission to show a screenshot.

    High impact First result in 2 weeks
  2. 2

    Fix the press room dates so a 2023 release does not show as June 2026

    List every press page with its displayed date and the date in its first line.

    Medium impact First result in 1 week
  3. 3

    Measure speed to first contact for agencies asking to be appointed, and set a same-day rule

    Pull the last 90 days of appointment requests with their first-contact timestamps from Salesforce.

    High impact First result in 2 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 8 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 9Fill-ins · 5Reconsider · 4
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    The new partnerships leader will send every prospect to the partner pages, and the page meant to show what an integration looks like has a heading and nothing else. Steadily has more than 400 integrations, a HomeVestors portal and a Landlord Studio result to show.

    High impactLow effort First result in 2 weeks Stage Zero GTM Sales Leader

    First action

    List the five partners and ask each for permission to show a screenshot.

    How to measure it

    Partner form submissions citing an example

    Now
    –
    Target
    8 a month
    By
    60 days

    Steps

    1. 1

      Pick five

      One example per partner type, using partners already named in press releases.

      Stage Zero GTM Sales Leader 1 day

    2. 2

      Get permission

      Short email to each partner asking to show a screenshot and one number.

      Principal Account Manager 1 week

    3. 3

      Capture screens

      Screenshot each live integration on desktop and phone.

      Marketing team 1 day

    4. 4

      Write each example

      Partner type, integration used, time to go live, result, quote.

      Marketing team 2 days

    5. 5

      Publish

      Replace the empty page; link it from /partners and each partner-type page.

      Marketing team 2 hours

    6. 6

      Use it in outreach

      Add the page to the partnerships email sequence and the first-call deck.

      Stage Zero GTM Sales Leader 1 hour

    7. 7

      Track

      Tag form submissions that came from the examples page.

      Head of Revenue Operations 1 hour

    First result
    2 weeks
    Cost
    $0
    Owner
    Stage Zero GTM Sales Leader

    Smallest test

    Publish the Landlord Studio and HomeVestors examples first and watch partner form submissions.

    Why it works

    Publish five short examples, one per partner type: a marketplace (FurnishedFinder), a landlord app (Landlord Studio, with its 3% conversion result), a franchise (HomeVestors' self-serve portal), a lender (co-branded link with the mortgagee clause filled in) and a property manager (CoverageCheck). Each gets a screenshot, the integration used (widget, smart link, quote-flow page or API), the time to go live and the result.

    Enterprise partners buy what they can picture. A page of real examples answers "what would this look like for us?" before the first call, which shortens the cycle the Stage Zero leader is asked to make repeatable.

    Ready to use

    CopyPartner example template

    Partner: [name] ([type])
    What they needed: [one sentence]
    Integration: [widget / smart link / quote-flow page / API]
    Time to go live: [days]
    What their users see: [screenshot]
    Result: [one number, with permission]
    Quote: [name, title]
    CTA: Become a partner

    Risks and how to handle them

    • Partners will not share numbers

      Show the integration and time to launch without results until they agree.

    Evidence

    • Your websitePartner pages: a no-code co-branded widget, an instant-estimate embed (address only), a smart link with referral tracking and custom domains, a quote-flow page, and a REST API that lets licensed partners quote, bind, show status and request changes, plus a data feed (bound policies, mortgagee or additional insured listing, cancellation notices). Partner types on the form: creators, lenders, lender software, marketplaces, mortgage brokers, property maintenance, property management software, property managers, real estate brokerages. The "Partner Integration Examples" page has a heading and one sentence and no examples.Source
    • Your websiteSeries C release: $30M led by Two Sigma Ventures at a $355M valuation, total funding $89.5M, "over $250 million in annualized gross written premium". "One of Steadily's fastest growth engines is proptech integrations": "more than 400 companies including Roofstock, TurboTenant, FurnishedFinder, and BiggerPockets". The release is dated April 23, 2025 in its text but shows June 28, 2026 at the top; the 2023 Ascend release also shows June 28, 2026.Source
    • Your websiteHomeVestors program (August 7, 2026): franchisees quote and bind "at pre-set rates with no pre-bind review" in a dedicated portal, run the whole portfolio from one login, and coverage "follows the property through every stage, from vacant to under renovation to rented". Other 2026 releases: an RLI distribution partnership and a ChatGPT app that gives estimates from an address (launched March 16, 2026).Source
    • Your websiteSitemap: 4,002 URLs, including 2,774 blog posts (newest October 13, 2026, for example "Adu Laws and Regulations in Louisiana"), 568 city pages under /landlord-insurance/, 71 short-term rental pages, 51 state pages, 150 forms and 110 glossary terms. Six case studies: TurboTenant, Landlord Studio (3% higher conversion, 150 hours a month saved for clients, 4% better retention), Path Insurance, Omega Insurance and two landlords. None is a lender or a property manager.Source
    • HiringStage Zero GTM Sales Leader, Enterprise and Partnerships (posted September 15, 2026): "build our Partnerships sales motion from the ground up" as a player-coach, personally sourcing and closing strategic partnerships "with meaningful enterprise and commercial complexity", building pipeline stages, qualification, forecasting and the playbook, mentoring "our existing Account Executive", and working with the Account Management leader on the handoff from signed deal to "activated, retained, and growing partner". Industry fluency wanted: insurance, real estate, proptech, mortgage, property services, fintech.Source
  • 02

    The Series C release says April 23, 2025 in its text but shows June 28, 2026 at the top, and the 2023 Ascend release shows the same June 2026 date. Partners, reporters and AI assistants read the top date.

    Medium impactLow effort First result in 1 week Marketing team

    First action

    List every press page with its displayed date and the date in its first line.

    How to measure it

    Press pages whose displayed date matches the release

    Now
    –
    Target
    100%
    By
    1 week

    Steps

    1. 1

      Audit

      A sheet of all 27 press pages: displayed date, date in text, author.

      Marketing team 2 hours

    2. 2

      Fix the field

      Set the CMS publish date to the release date.

      Marketing team 2 hours

    3. 3

      Add updated dates

      Show "updated" only where the page was changed.

      Marketing team 1 hour

    4. 4

      Check structured data

      Make sure the article date in the page code matches.

      Senior Software Engineer, Growth 1 hour

    5. 5

      Fix bylines

      Use the right author title on each release.

      Marketing team 1 hour

    6. 6

      Request recrawl

      Ask Google to recrawl the fixed pages.

      Marketing team 30 minutes

    First result
    1 week
    Cost
    $0
    Owner
    Marketing team

    Smallest test

    Fix the Series C page first and check how search shows its date a week later.

    Why it works

    Set each release's displayed and structured date to the date in its text, keep a separate "updated" date if the page was edited, and check the other press pages for the same problem.

    Enterprise partners and capacity providers check the press room during diligence. Wrong dates make old news look new and new news look stale, and they confuse anyone citing the funding history.

    Risks and how to handle them

    • The CMS migration reset dates on purpose

      Keep the migration date as "updated", not as the publish date.

    Evidence

    • Your websiteSeries C release: $30M led by Two Sigma Ventures at a $355M valuation, total funding $89.5M, "over $250 million in annualized gross written premium". "One of Steadily's fastest growth engines is proptech integrations": "more than 400 companies including Roofstock, TurboTenant, FurnishedFinder, and BiggerPockets". The release is dated April 23, 2025 in its text but shows June 28, 2026 at the top; the 2023 Ascend release also shows June 28, 2026.Source
    • HiringDirector of Reinsurance and Capacity (posted August 20, 2026): "secure new capacity at favorable terms to enable the company to continue to scale rapidly while producing excellent loss ratios for our partners", and lead "a partner portal" for capacity partners. The post describes Steadily as four years old, just over 160 people, managing $20B in risk, "intent on becoming the world's best and largest insurer of rental properties". Job posts cite both 63rd and 179th on the Inc. 5000.Source
  • 03

    The Business Development Associate is hired to make "quick contact" with agencies that asked for an appointment, and the Head of RevOps owns speed-to-lead SLAs. An agency that asks to sell Steadily is the warmest lead the IA channel gets.

    High impactLow effort First result in 2 weeks Head of Revenue Operations

    First action

    Pull the last 90 days of appointment requests with their first-contact timestamps from Salesforce.

    How to measure it

    Median hours from request to first call

    Now
    –
    Target
    Under 4 business hours
    By
    30 days

    Steps

    1. 1

      Pull the data

      Requests and first-contact times for 90 days.

      Head of Revenue Operations 1 day

    2. 2

      Set the rule

      Same business day for every request.

      Head of Revenue Operations 1 hour

    3. 3

      Route by state

      Assign requests to the BDA covering that state.

      Head of Revenue Operations 1 day

    4. 4

      Instant email

      Checklist of what appointment needs plus a booking link.

      Independent Agency team 1 day

    5. 5

      Dashboard

      Metabase tile for speed to first contact by week.

      Head of Revenue Operations 1 day

    6. 6

      Review weekly

      Look at misses in the IA channel meeting.

      Independent Agency team 30 minutes a week

    First result
    2 weeks
    Cost
    $0
    Owner
    Head of Revenue Operations

    Smallest test

    Run the same-day rule for two weeks in one region and compare appointment completion.

    Why it works

    Report the time from appointment request to first call for the last 90 days, set a target (first call the same business day), route requests to the BDA by state, and send an automatic email with the appointment checklist and a booking link the moment a request arrives.

    Agencies appoint with several carriers. The one that calls back first and makes appointment easy gets their first quotes.

    Risks and how to handle them

    • Volume spikes overwhelm one BDA

      Use a round-robin fallback to the Business Development Manager.

    Evidence

    • HiringIndependent Agency channel roles: a Business Development Associate (posted September 18, 2026) to make "quick contact with IA's who have shown interest in a Steadily agency appointment"; a Business Development Manager to expand the agency network "through strategic outreach in target markets"; an Agency Success Manager and Associate to increase "the number of agents quoting our products on a monthly basis" through daily and weekly training webinars. The posts say the IA channel has "grown significantly".Source
    • HiringHead of Revenue Operations (posted August 28, 2026), reporting to the Chief Growth Officer: owns the funnel "from the moment a lead is created through the first four months after a policy binds" across Independent and Direct; lead routing, commission plans, Salesforce, Metabase reporting, and SLAs on speed to lead, follow-up and conversion.Source
  • 04

    The Agency Success team is measured on how many agents quote each month. A new appointment is worth nothing until the agency runs its first quotes, and the first week decides whether it ever does.

    High impactLow effort First result in 1 month Independent Agency team

    First action

    Find how many agencies appointed in the last six months quoted five times in their first 30 days.

    How to measure it

    Share of new agencies with 5 quotes in 30 days

    Now
    –
    Target
    60%
    By
    90 days

    Steps

    1. 1

      Baseline

      Last six months of appointments and their first-month quotes.

      Head of Revenue Operations 1 day

    2. 2

      Kickoff script

      20 minutes: appetite, quoting, who to quote first.

      Independent Agency team 1 day

    3. 3

      Client list prompt

      Ask each agency for ten clients who own rentals.

      Independent Agency team 1 hour

    4. 4

      Quote-day slot

      Book the new agency into a live quoting webinar in week one.

      Independent Agency team 1 hour

    5. 5

      Five-quote check-in

      A call after the fifth quote to fix anything that slowed them.

      Independent Agency team 30 minutes per agency

    6. 6

      Report

      Monthly share reaching five quotes.

      Head of Revenue Operations 1 hour a month

    First result
    1 month
    Cost
    $0
    Owner
    Independent Agency team

    Smallest test

    Run the path for the next 20 new appointments and compare with the baseline.

    Why it works

    For every new appointment: a 20-minute kickoff, a short list of the agency's own rental-owning clients to quote first, a quote-day webinar slot, and a check-in after the first five quotes. Track the share of new agencies that reach five quotes in 30 days.

    Training webinars already run daily and weekly. Tying them to a goal the agency hits in its first month turns general training into activation.

    Risks and how to handle them

    • Agencies resent pressure

      Frame it as help to win their own clients' rental business.

    Evidence

    • HiringIndependent Agency channel roles: a Business Development Associate (posted September 18, 2026) to make "quick contact with IA's who have shown interest in a Steadily agency appointment"; a Business Development Manager to expand the agency network "through strategic outreach in target markets"; an Agency Success Manager and Associate to increase "the number of agents quoting our products on a monthly basis" through daily and weekly training webinars. The posts say the IA channel has "grown significantly".Source
    • HiringHead of Revenue Operations (posted August 28, 2026), reporting to the Chief Growth Officer: owns the funnel "from the moment a lead is created through the first four months after a policy binds" across Independent and Direct; lead routing, commission plans, Salesforce, Metabase reporting, and SLAs on speed to lead, follow-up and conversion.Source
  • 05

    Steadily has pages for lenders and property managers and a franchise deal with Real Property Management, but the six case studies cover proptech apps, agencies and landlords only.

    Medium impactLow effort First result in 4 weeks Marketing team

    First action

    Ask the lender with the most bound policies through its link for a 30-minute interview.

    How to measure it

    Partner form submissions from lenders and PMs

    Now
    –
    Target
    +50%
    By
    90 days

    Steps

    1. 1

      Pick the lender

      Highest bound volume through a co-branded link.

      Principal Account Manager 1 hour

    2. 2

      Pick the property manager

      An RPM franchise using CoverageCheck.

      Principal Account Manager 1 hour

    3. 3

      Interview

      30 minutes each with the person who runs the integration.

      Marketing team 1 week

    4. 4

      Get numbers

      Days to close, hours saved, policies bound, referral revenue.

      Principal Account Manager 1 week

    5. 5

      Write and approve

      Under 700 words each, approved by the partner.

      Marketing team 1 week

    6. 6

      Publish

      On the case study hub and the two partner pages.

      Marketing team 2 hours

    7. 7

      Use in outreach

      Add to the partner email sequence by type.

      Stage Zero GTM Sales Leader 1 hour

    First result
    4 weeks
    Cost
    $0
    Owner
    Marketing team

    Smallest test

    Publish the property manager story first, since RPM already announced the partnership.

    Why it works

    Publish one lender story (time to close, mortgagee clause added automatically, loan officers using the lender-initiated funnel) and one property manager story (CoverageCheck hours saved, referral revenue). Add both to the lender and property manager pages.

    The Stage Zero leader is told to look for lenders, mortgage and property-services partners. Those buyers ask for a story from someone like them.

    Risks and how to handle them

    • Lenders rarely approve public stories

      Offer an unnamed version with the lender type and loan volume band.

    Evidence

    • Your websiteSitemap: 4,002 URLs, including 2,774 blog posts (newest October 13, 2026, for example "Adu Laws and Regulations in Louisiana"), 568 city pages under /landlord-insurance/, 71 short-term rental pages, 51 state pages, 150 forms and 110 glossary terms. Six case studies: TurboTenant, Landlord Studio (3% higher conversion, 150 hours a month saved for clients, 4% better retention), Path Insurance, Omega Insurance and two landlords. None is a lender or a property manager.Source
    • Your websiteLender page: co-branded affiliate links that match each lender's coverage minimums, mortgagee clause and deductible caps; a lender-initiated funnel where loan officers start the quote for the borrower; and a lender portal for declarations, binders, payments and mortgagee changes. Borrowers can "bind a policy in under 10 minutes".Source
    • Your websiteCoverageCheck for property managers: automated insurance compliance (verify owner-supplied COIs, track expirations, keep additional-insured status current, real-time alerts, interim liability coverage). The page says managers spend "an average of 13 hours per week" chasing certificates. The Real Property Management press release (April 7, 2026) makes Steadily a preferred provider to RPM franchise owners with CoverageCheck, additional-insured support and "a referral revenue opportunity".Source
    • HiringStage Zero GTM Sales Leader, Enterprise and Partnerships (posted September 15, 2026): "build our Partnerships sales motion from the ground up" as a player-coach, personally sourcing and closing strategic partnerships "with meaningful enterprise and commercial complexity", building pipeline stages, qualification, forecasting and the playbook, mentoring "our existing Account Executive", and working with the Account Management leader on the handoff from signed deal to "activated, retained, and growing partner". Industry fluency wanted: insurance, real estate, proptech, mortgage, property services, fintech.Source
  • 06

    Job posts say "63rd" on the Inc. 5000 in one place and "179th" (2026) in another, and the claims about Steadily ("$20B in risk", "just over 160 people", "largest landlord insurance specialist") appear in different words on different pages.

    Medium impactLow effort First result in 2 weeks Marketing team

    First action

    List every number and award used in the job posts and press boilerplate.

    How to measure it

    Job posts and boilerplate on the facts sheet

    Now
    –
    Target
    100%
    By
    2 weeks

    Steps

    1. 1

      Collect

      Every claim in job posts and press boilerplate.

      Marketing team 2 hours

    2. 2

      Confirm

      Finance and the CMO confirm each number and its date.

      Chief Growth Officer 1 day

    3. 3

      Write the sheet

      One page with dates on every number.

      Marketing team 2 hours

    4. 4

      Update Ashby

      One shared "Why join" block for all posts.

      Marketing team 2 hours

    5. 5

      Update boilerplate

      Press and About pages.

      Marketing team 2 hours

    6. 6

      Review quarterly

      Refresh numbers each quarter.

      Marketing team 1 hour a quarter

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing team

    Smallest test

    Fix the Inc. ranking in all job posts today.

    Why it works

    Write a single company facts sheet (funding, premium, risk, people, states, awards with years) and update the Ashby template, press boilerplate and the About copy from it.

    Recruits, partners and reinsurers read the same pages. Inconsistent numbers make a well-run company look careless.

    Risks and how to handle them

    • Numbers go out of date

      Put an "as of" date on each.

    Evidence

    • HiringDirector of Reinsurance and Capacity (posted August 20, 2026): "secure new capacity at favorable terms to enable the company to continue to scale rapidly while producing excellent loss ratios for our partners", and lead "a partner portal" for capacity partners. The post describes Steadily as four years old, just over 160 people, managing $20B in risk, "intent on becoming the world's best and largest insurer of rental properties". Job posts cite both 63rd and 179th on the Inc. 5000.Source
    • Your websiteSeries C release: $30M led by Two Sigma Ventures at a $355M valuation, total funding $89.5M, "over $250 million in annualized gross written premium". "One of Steadily's fastest growth engines is proptech integrations": "more than 400 companies including Roofstock, TurboTenant, FurnishedFinder, and BiggerPockets". The release is dated April 23, 2025 in its text but shows June 28, 2026 at the top; the 2023 Ascend release also shows June 28, 2026.Source
    • programmable.infoSite scan: Webflow with PostHog and Google Tag Manager; Trustpilot badge; mobile LCP 1.4s at the 75th percentile; Mozilla Observatory C (50/100); 29 news mentions in 30 days; blog RSS updated October 16, 2026; not registered on SAM.gov.Source

This quarter 9

The core plays for the next three months.

  • 07

    The Principal Account Manager is asked to design tiers for "our largest strategic partners versus our long-tail partners". Steadily already has the data to sort 400+ integrations by bound premium, activation and growth.

    High impactMedium effort First result in 1 quarter Stage Zero GTM Sales Leader

    First action

    Pull 12 months of quotes and bound premium by partner from the data feed.

    How to measure it

    Partner-sourced bound premium

    Now
    –
    Target
    +25%
    By
    2 quarters

    Steps

    1. 1

      Pull the data

      Quotes, binds and premium by partner for 12 months.

      Head of Revenue Operations 1 week

    2. 2

      Rank

      Score each partner on premium, activation and trend.

      Principal Account Manager 2 days

    3. 3

      Set tiers

      Cut-offs for strategic, growth and long tail.

      Principal Account Manager 1 day

    4. 4

      Define what each tier gets

      Service, co-marketing and integration help.

      Principal Account Manager 2 days

    5. 5

      Self-serve kit

      Widget guide, email templates and banners for the long tail.

      Marketing team 2 weeks

    6. 6

      First QBRs

      Run QBRs with the top ten partners.

      Principal Account Manager 4 weeks

    7. 7

      Automated nudges

      Emails to long-tail partners whose quotes drop.

      Head of Revenue Operations 2 weeks

    8. 8

      Review

      Re-tier every quarter.

      Principal Account Manager 1 day a quarter

    First result
    1 quarter
    Cost
    Staff time
    Owner
    Stage Zero GTM Sales Leader

    Smallest test

    Rank the top 50 partners and run five QBRs before building anything else.

    Why it works

    Rank every integration by premium bound in the last 12 months, quotes started, quote-to-bind rate and trend. Define three tiers: strategic (named QBRs, custom integration work, co-marketing), growth (quarterly check-ins, playbooks), long tail (self-serve kit and automated nudges). Publish what each tier gets.

    A partnerships team of two cannot treat 400 partners the same. Tiers put scarce time where premium is and show long-tail partners how to move up.

    Risks and how to handle them

    • Partners feel downgraded

      Name tiers by what partners get, not by rank.

    Evidence

    • HiringPrincipal Account Manager, Enterprise and Partnerships (posted September 24, 2026): owns retention and expansion across the partnerships channel, designs "a tiered partner success model" for the largest strategic partners versus the long tail ("we'll do the unscalable things first"), and tracks partner health: partner-sourced volume, activation, engagement and expansion. Leads partner business reviews and renewals.Source
    • Your websiteSeries C release: $30M led by Two Sigma Ventures at a $355M valuation, total funding $89.5M, "over $250 million in annualized gross written premium". "One of Steadily's fastest growth engines is proptech integrations": "more than 400 companies including Roofstock, TurboTenant, FurnishedFinder, and BiggerPockets". The release is dated April 23, 2025 in its text but shows June 28, 2026 at the top; the 2023 Ascend release also shows June 28, 2026.Source
    • Your websitePartner pages: a no-code co-branded widget, an instant-estimate embed (address only), a smart link with referral tracking and custom domains, a quote-flow page, and a REST API that lets licensed partners quote, bind, show status and request changes, plus a data feed (bound policies, mortgagee or additional insured listing, cancellation notices). Partner types on the form: creators, lenders, lender software, marketplaces, mortgage brokers, property maintenance, property management software, property managers, real estate brokerages. The "Partner Integration Examples" page has a heading and one sentence and no examples.Source
  • 08

    The HomeVestors program (self-serve binding at pre-set rates, no pre-bind review, coverage that follows a property from vacant to rented) solves a problem every buy-renovate-rent investor has. It is a repeatable product, not a one-off deal.

    High impactMedium effort First result in 2 quarters Stage Zero GTM Sales Leader

    First action

    Write the one-page package and list 20 investor networks.

    How to measure it

    New investor-network programs live

    Now
    –
    Target
    3
    By
    2 quarters

    Steps

    1. 1

      Write the package

      What the network and each member get.

      Stage Zero GTM Sales Leader 1 week

    2. 2

      List targets

      Franchise systems, investor clubs and buyer networks.

      Stage Zero GTM Sales Leader 1 week

    3. 3

      Reference

      Ask HomeVestors for a quote and early numbers.

      Principal Account Manager 2 weeks

    4. 4

      Underwriting check

      Confirm pre-set rates and appetite per network.

      Underwriting 2 weeks

    5. 5

      Outreach

      Pitch the top ten.

      Stage Zero GTM Sales Leader 6 weeks

    6. 6

      Pilot

      One network live with its own portal.

      Stage Zero GTM Sales Leader 4 weeks

    7. 7

      Report

      Members active, properties bound, loss ratio.

      Principal Account Manager monthly

    First result
    2 quarters
    Cost
    Portal setup per network
    Owner
    Stage Zero GTM Sales Leader

    Smallest test

    Pitch three networks with the one-pager before building a second portal.

    Why it works

    Package the program as "Steadily for investor networks": a portal, pre-set rates, one login for the portfolio, and network-level reporting. List the franchise systems, investor clubs and wholesale networks whose members buy and hold rentals, and pitch the package with HomeVestors as the reference.

    The Stage Zero leader needs partnerships with enterprise complexity. Franchise systems bring hundreds of active investors in one contract.

    Risks and how to handle them

    • Loss ratio on no-review binding

      Set eligibility rules with underwriting before each launch.

    Evidence

    • Your websiteHomeVestors program (August 7, 2026): franchisees quote and bind "at pre-set rates with no pre-bind review" in a dedicated portal, run the whole portfolio from one login, and coverage "follows the property through every stage, from vacant to under renovation to rented". Other 2026 releases: an RLI distribution partnership and a ChatGPT app that gives estimates from an address (launched March 16, 2026).Source
    • HiringStage Zero GTM Sales Leader, Enterprise and Partnerships (posted September 15, 2026): "build our Partnerships sales motion from the ground up" as a player-coach, personally sourcing and closing strategic partnerships "with meaningful enterprise and commercial complexity", building pipeline stages, qualification, forecasting and the playbook, mentoring "our existing Account Executive", and working with the Account Management leader on the handoff from signed deal to "activated, retained, and growing partner". Industry fluency wanted: insurance, real estate, proptech, mortgage, property services, fintech.Source
    • Your websiteCoverageCheck for property managers: automated insurance compliance (verify owner-supplied COIs, track expirations, keep additional-insured status current, real-time alerts, interim liability coverage). The page says managers spend "an average of 13 hours per week" chasing certificates. The Real Property Management press release (April 7, 2026) makes Steadily a preferred provider to RPM franchise owners with CoverageCheck, additional-insured support and "a referral revenue opportunity".Source
  • 09

    The growth engineer is hired to help "more people self-serve when getting their first policy", and HomeVestors franchisees already quote and bind themselves. The Direct team is busy; investors who know what they want should not wait for a call.

    High impactMedium effort First result in 1 quarter Senior Software Engineer

    First action

    Find the share of first policies today that bind with no agent conversation.

    How to measure it

    Self-serve share of first policies

    Now
    –
    Target
    30%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Share of first policies with no agent call today.

      Head of Revenue Operations 1 day

    2. 2

      Define simple risks

      Property types, states and limits underwriting accepts online.

      Underwriting 2 weeks

    3. 3

      Design the flow

      Quote, choose limits, sign and pay in one session.

      Senior Software Engineer, Growth 3 weeks

    4. 4

      Agent fallback

      A live chat or callback button on each step.

      Direct Sales Manager 1 week

    5. 5

      Test

      Release to 10% of eligible quotes.

      Senior Software Engineer, Growth 2 weeks

    6. 6

      Compare

      Bind rate, time to bind and early cancellations against the agent path.

      Head of Revenue Operations 2 weeks

    7. 7

      Roll out

      All eligible quotes if results hold.

      Senior Software Engineer, Growth 1 week

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Senior Software Engineer, Growth

    Smallest test

    Offer self-serve binding to returning landlords adding a second property first.

    Why it works

    For the simplest risks (single-family, in-appetite states, standard limits), let landlords bind online without talking to an agent, with an agent one click away. Measure the self-serve share and agent time saved.

    Self-serve binding lowers the cost of each policy and frees agents for complex risks, and the investors who prefer it are the ones adding properties often.

    Risks and how to handle them

    • Agents see it as a threat to commission

      Count self-serve binds in team targets.

    • Wrong coverage chosen online

      Plain-language limit guidance and a review of early claims.

    Evidence

    • HiringSenior Software Engineer, Growth (Austin): builds "the customer's journey from initial contact through their first policies", to "help more people self-serve when getting their first policy". Principal Product Manager (posted August 26, 2026): billing, renewals, endorsements and cancellations, "the engine of retention", across apps for independent agents, landlords, lenders and internal staff.Source
    • Your websiteHomeVestors program (August 7, 2026): franchisees quote and bind "at pre-set rates with no pre-bind review" in a dedicated portal, run the whole portfolio from one login, and coverage "follows the property through every stage, from vacant to under renovation to rented". Other 2026 releases: an RLI distribution partnership and a ChatGPT app that gives estimates from an address (launched March 16, 2026).Source
    • HiringDirect channel roles in Overland Park, KS: an Insurance Sales Agent ($60K base plus uncapped commission, "averaging $100K-$200K+"), a Direct Sales Manager measured on "sales quality, conversion rates, customer response times", plus three entry routes into sales (New Graduate Sales Accelerator, Insurance Sales Agent Development Program, Sales Representative with training provided).Source
  • 10

    The Head of RevOps owns the funnel through "the first four months after a policy binds", and the Principal PM owns billing, endorsements and cancellations, "the engine of retention". Something happens in those four months that Steadily wants to see.

    High impactMedium effort First result in 1 quarter Head of Revenue Operations

    First action

    Pull cancellations in months one to four for the last year with their reason codes.

    How to measure it

    Policies cancelled within 4 months

    Now
    –
    Target
    -20%
    By
    2 quarters

    Steps

    1. 1

      Pull data

      Early cancellations and reason codes.

      Head of Revenue Operations 1 week

    2. 2

      Group reasons

      Payment, sale, lender, price, other.

      Head of Revenue Operations 2 days

    3. 3

      Payment failure

      Text and email with a one-tap retry.

      Principal Product Manager 2 weeks

    4. 4

      Lender check

      Confirm the mortgagee clause and limits within a week of bind.

      Service team 1 week

    5. 5

      Property sale

      Offer to move coverage to the next property.

      Principal Product Manager 2 weeks

    6. 6

      Price shock

      Show the full first bill before bind.

      Senior Software Engineer, Growth 1 week

    7. 7

      Measure

      Monthly early cancellation by reason.

      Head of Revenue Operations monthly

    First result
    1 quarter
    Cost
    Engineering and service time
    Owner
    Head of Revenue Operations

    Smallest test

    Fix the payment-failure path first and measure the change in month-two cancellations.

    Why it works

    Find the reasons policies cancel in months one to four (sale of the property, lender requirements, price shock at first bill, a failed payment). Add a trigger for each: a payment-failure text, a lender-requirement check after bind, a "selling the property?" flow that offers coverage on the next one.

    Each early cancellation costs the acquisition spend of a new policy. Most early reasons are predictable and some are fixable.

    Risks and how to handle them

    • Reason codes are unreliable

      Add a required reason on every cancellation first.

    Evidence

    • HiringHead of Revenue Operations (posted August 28, 2026), reporting to the Chief Growth Officer: owns the funnel "from the moment a lead is created through the first four months after a policy binds" across Independent and Direct; lead routing, commission plans, Salesforce, Metabase reporting, and SLAs on speed to lead, follow-up and conversion.Source
    • HiringSenior Software Engineer, Growth (Austin): builds "the customer's journey from initial contact through their first policies", to "help more people self-serve when getting their first policy". Principal Product Manager (posted August 26, 2026): billing, renewals, endorsements and cancellations, "the engine of retention", across apps for independent agents, landlords, lenders and internal staff.Source
  • 11

    Steadily built a lender funnel where loan officers start the quote for the borrower, a portal for binders and mortgagee changes, and a link that applies each lender's requirements. Insurance is often the last item holding up an investor loan.

    High impactMedium effort First result in 2 quarters Stage Zero GTM Sales Leader

    First action

    List the investor lenders already sending borrowers through a co-branded link and their bound volume.

    How to measure it

    Lenders using the lender-initiated funnel

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      Find current lenders

      Who already sends borrowers and how many bind.

      Principal Account Manager 1 week

    2. 2

      Measure time to binder

      For borrowers from those lenders.

      Head of Revenue Operations 1 week

    3. 3

      Build the pitch

      Days saved at closing, with one lender's numbers.

      Stage Zero GTM Sales Leader 1 week

    4. 4

      Target list

      Investor lenders by loan volume.

      Stage Zero GTM Sales Leader 1 week

    5. 5

      Outreach

      Heads of operations and closing teams.

      Stage Zero GTM Sales Leader 6 weeks

    6. 6

      Pilot

      60 days with loan officers trained on the funnel.

      Principal Account Manager 8 weeks

    7. 7

      Report

      Binders per loan officer and days saved.

      Principal Account Manager monthly

    First result
    2 quarters
    Cost
    Sales time
    Owner
    Stage Zero GTM Sales Leader

    Smallest test

    Run the pitch with two lenders already sending borrowers.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    Target lenders that make loans to rental investors. Pitch the funnel as days saved at closing: the loan officer starts the quote, the borrower binds in under ten minutes, the binder lands in the portal. Offer a 60-day pilot measuring days from application to insurance binder.

    Lenders care about closing speed and fallout. A partner that removes the insurance wait gets placed in every loan file.

    Risks and how to handle them

    • Lenders cannot steer borrowers to one insurer

      Position it as an option that meets the requirements, not a requirement.

    Evidence

    • Your websiteLender page: co-branded affiliate links that match each lender's coverage minimums, mortgagee clause and deductible caps; a lender-initiated funnel where loan officers start the quote for the borrower; and a lender portal for declarations, binders, payments and mortgagee changes. Borrowers can "bind a policy in under 10 minutes".Source
    • HiringStage Zero GTM Sales Leader, Enterprise and Partnerships (posted September 15, 2026): "build our Partnerships sales motion from the ground up" as a player-coach, personally sourcing and closing strategic partnerships "with meaningful enterprise and commercial complexity", building pipeline stages, qualification, forecasting and the playbook, mentoring "our existing Account Executive", and working with the Account Management leader on the handoff from signed deal to "activated, retained, and growing partner". Industry fluency wanted: insurance, real estate, proptech, mortgage, property services, fintech.Source
    • Your websitePartner pages: a no-code co-branded widget, an instant-estimate embed (address only), a smart link with referral tracking and custom domains, a quote-flow page, and a REST API that lets licensed partners quote, bind, show status and request changes, plus a data feed (bound policies, mortgagee or additional insured listing, cancellation notices). Partner types on the form: creators, lenders, lender software, marketplaces, mortgage brokers, property maintenance, property management software, property managers, real estate brokerages. The "Partner Integration Examples" page has a heading and one sentence and no examples.Source
  • 12

    The Business Development Manager is asked to grow the agency network "through strategic outreach in target markets". Steadily already knows where its direct landlords are, which shows where demand exists.

    High impactMedium effort First result in 1 quarter Independent Agency team

    First action

    Run the county map from policy and appointment data.

    How to measure it

    Appointed agencies in target counties

    Now
    –
    Target
    +40%
    By
    2 quarters

    Steps

    1. 1

      Map

      Direct policies and agencies by county.

      Head of Revenue Operations 1 week

    2. 2

      Pick 30 counties

      High demand, few agencies.

      Independent Agency team 1 day

    3. 3

      List agencies

      Independent agencies writing personal lines there.

      Independent Agency team 1 week

    4. 4

      Write outreach

      Local demand, appetite, commission and quoting speed.

      Independent Agency team 2 days

    5. 5

      Call and email

      Business Development Manager and Associate.

      Independent Agency team 6 weeks

    6. 6

      First-five path

      Every new agency goes into the first-five-quotes path.

      Independent Agency team ongoing

    7. 7

      Report

      Appointments and quotes by county.

      Head of Revenue Operations monthly

    First result
    1 quarter
    Cost
    Sales time
    Owner
    Independent Agency team

    Smallest test

    Test the local-demand pitch in five counties.

    Why it works

    Map direct policies and appointed agencies by county. In counties with many direct landlords and few agencies, recruit agencies that write dwelling-fire policies, using local demand as the pitch ("we already insure X rentals near you").

    Agencies say yes to carriers with proven local appetite. Steadily's own book is the most specific proof it can offer.

    Risks and how to handle them

    • Agencies compete with Steadily's own direct agents

      Agree a clear rule on who owns a lead.

    Evidence

    • HiringIndependent Agency channel roles: a Business Development Associate (posted September 18, 2026) to make "quick contact with IA's who have shown interest in a Steadily agency appointment"; a Business Development Manager to expand the agency network "through strategic outreach in target markets"; an Agency Success Manager and Associate to increase "the number of agents quoting our products on a monthly basis" through daily and weekly training webinars. The posts say the IA channel has "grown significantly".Source
    • HiringDirect channel roles in Overland Park, KS: an Insurance Sales Agent ($60K base plus uncapped commission, "averaging $100K-$200K+"), a Direct Sales Manager measured on "sales quality, conversion rates, customer response times", plus three entry routes into sales (New Graduate Sales Accelerator, Insurance Sales Agent Development Program, Sales Representative with training provided).Source
    • Your websiteSitemap: 4,002 URLs, including 2,774 blog posts (newest October 13, 2026, for example "Adu Laws and Regulations in Louisiana"), 568 city pages under /landlord-insurance/, 71 short-term rental pages, 51 state pages, 150 forms and 110 glossary terms. Six case studies: TurboTenant, Landlord Studio (3% higher conversion, 150 hours a month saved for clients, 4% better retention), Path Insurance, Omega Insurance and two landlords. None is a lender or a property manager.Source
  • 13

    The blog adds state-by-state posts in batches (for example "Adu Laws and Regulations in Louisiana" and "...Minnesota" on the same day). With 2,774 posts, 568 city pages and 51 state pages, many pages answer the same question.

    Medium impactMedium effort First result in 1 quarter Marketing team

    First action

    Export 12 months of clicks and impressions per blog URL.

    How to measure it

    Organic quote starts from blog and city pages

    Now
    –
    Target
    +15%
    By
    2 quarters

    Steps

    1. 1

      Export

      Clicks and impressions per URL for 12 months.

      Marketing team 1 day

    2. 2

      Group by topic

      Cluster posts that answer the same question.

      Marketing team 1 week

    3. 3

      Decide

      Keep, merge or redirect for each cluster.

      Marketing team 1 week

    4. 4

      Merge

      Combine the best content into one page per topic.

      Marketing team 4 weeks

    5. 5

      Redirect

      301s from merged posts.

      Marketing team 1 week

    6. 6

      Publishing rule

      New posts must fill a gap.

      Marketing team 1 hour

    7. 7

      Measure

      Clicks and quote starts on merged pages.

      Marketing team monthly

    First result
    1 quarter
    Cost
    Writer time
    Owner
    Marketing team

    Smallest test

    Merge one cluster of ten similar state posts and compare clicks after 60 days.

    Why it works

    Use Search Console to find posts with no clicks in 12 months, merge near-duplicates into one strong page per topic, redirect the rest, and keep a rule that a new post must target a question no existing page answers.

    Large sites with many thin pages lose ranking on their best pages. Merging concentrates authority on pages that convert.

    Risks and how to handle them

    • A traffic dip during merges

      Merge in batches and watch each one.

    Evidence

    • Your websiteSitemap: 4,002 URLs, including 2,774 blog posts (newest October 13, 2026, for example "Adu Laws and Regulations in Louisiana"), 568 city pages under /landlord-insurance/, 71 short-term rental pages, 51 state pages, 150 forms and 110 glossary terms. Six case studies: TurboTenant, Landlord Studio (3% higher conversion, 150 hours a month saved for clients, 4% better retention), Path Insurance, Omega Insurance and two landlords. None is a lender or a property manager.Source
    • programmable.infoSite scan: Webflow with PostHog and Google Tag Manager; Trustpilot badge; mobile LCP 1.4s at the 75th percentile; Mozilla Observatory C (50/100); 29 news mentions in 30 days; blog RSS updated October 16, 2026; not registered on SAM.gov.Source
  • 14

    Property managers spend hours chasing certificates from owners, and CoverageCheck verifies coverage and flags gaps. Every flagged owner is a landlord who needs a compliant policy.

    Medium impactMedium effort First result in 1 quarter Stage Zero GTM Sales Leader

    First action

    Count the owners flagged as non-compliant in current CoverageCheck accounts.

    How to measure it

    Policies bound from compliance flags

    Now
    –
    Target
    200 a quarter
    By
    2 quarters

    Steps

    1. 1

      Count flags

      Non-compliant owners in current accounts.

      Head of Revenue Operations 1 day

    2. 2

      Owner quote link

      Pre-filled with address and required additional insured.

      Senior Software Engineer, Growth 2 weeks

    3. 3

      Manager referral terms

      Same terms as RPM, written up for others.

      Stage Zero GTM Sales Leader 1 week

    4. 4

      Launch to RPM franchisees

      Webinar and setup help.

      Principal Account Manager 4 weeks

    5. 5

      Expand

      Pitch property management software partners.

      Stage Zero GTM Sales Leader 6 weeks

    6. 6

      Report

      Flags, quotes, binds by manager.

      Principal Account Manager monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Stage Zero GTM Sales Leader

    Smallest test

    Send quote links to flagged owners at three RPM franchises.

    Why it works

    Offer CoverageCheck free to property managers, with the referral revenue opportunity already given to RPM franchisees. When an owner is missing coverage or the manager's additional-insured status, the owner gets a quote link pre-filled with the property.

    It gives managers a reason to adopt that has nothing to do with insurance sales, and it creates qualified owner leads inside every portfolio.

    Risks and how to handle them

    • Managers worry about owner relationships

      Let managers choose whether owners see Steadily branding.

    Evidence

    • Your websiteCoverageCheck for property managers: automated insurance compliance (verify owner-supplied COIs, track expirations, keep additional-insured status current, real-time alerts, interim liability coverage). The page says managers spend "an average of 13 hours per week" chasing certificates. The Real Property Management press release (April 7, 2026) makes Steadily a preferred provider to RPM franchise owners with CoverageCheck, additional-insured support and "a referral revenue opportunity".Source
    • Your websitePartner pages: a no-code co-branded widget, an instant-estimate embed (address only), a smart link with referral tracking and custom domains, a quote-flow page, and a REST API that lets licensed partners quote, bind, show status and request changes, plus a data feed (bound policies, mortgagee or additional insured listing, cancellation notices). Partner types on the form: creators, lenders, lender software, marketplaces, mortgage brokers, property maintenance, property management software, property managers, real estate brokerages. The "Partner Integration Examples" page has a heading and one sentence and no examples.Source
    • HiringPrincipal Account Manager, Enterprise and Partnerships (posted September 24, 2026): owns retention and expansion across the partnerships channel, designs "a tiered partner success model" for the largest strategic partners versus the long tail ("we'll do the unscalable things first"), and tracks partner health: partner-sourced volume, activation, engagement and expansion. Leads partner business reviews and renewals.Source
  • 15

    The Principal Account Manager tracks partner-sourced volume, activation, engagement and expansion, and the data feed already shows partners their bound policies. Partners do not yet see how they compare or what to do next.

    Medium impactMedium effort First result in 1 quarter Head of Revenue Operations

    First action

    Build the scorecard by hand for the top five partners.

    How to measure it

    Partners acting on a recommendation

    Now
    –
    Target
    40%
    By
    2 quarters

    Steps

    1. 1

      Define metrics

      Estimates, quotes, binds, revenue.

      Head of Revenue Operations 1 day

    2. 2

      Build by hand

      Top five partners first.

      Principal Account Manager 1 week

    3. 3

      Add one recommendation

      Based on where their funnel drops.

      Principal Account Manager 1 day

    4. 4

      Automate

      Metabase report sent monthly.

      Head of Revenue Operations 3 weeks

    5. 5

      Roll out

      Strategic and growth tiers.

      Principal Account Manager 2 weeks

    6. 6

      Track actions

      Which partners acted and what changed.

      Principal Account Manager monthly

    First result
    1 quarter
    Cost
    Analyst time
    Owner
    Head of Revenue Operations

    Smallest test

    Send five hand-built scorecards and count how many partners change something.

    Why it works

    A monthly scorecard per partner: estimates shown, quotes started, policies bound, referral revenue, and the one change that would lift results most (for example "move the widget above the fold" or "turn on prefill").

    Partners who see revenue from Steadily give it better placement. The scorecard turns the account manager's QBR into a routine.

    Risks and how to handle them

    • Partners see weak numbers and churn

      Pair weak numbers with a specific fix and help to do it.

    Evidence

    • HiringPrincipal Account Manager, Enterprise and Partnerships (posted September 24, 2026): owns retention and expansion across the partnerships channel, designs "a tiered partner success model" for the largest strategic partners versus the long tail ("we'll do the unscalable things first"), and tracks partner health: partner-sourced volume, activation, engagement and expansion. Leads partner business reviews and renewals.Source
    • Your websitePartner pages: a no-code co-branded widget, an instant-estimate embed (address only), a smart link with referral tracking and custom domains, a quote-flow page, and a REST API that lets licensed partners quote, bind, show status and request changes, plus a data feed (bound policies, mortgagee or additional insured listing, cancellation notices). Partner types on the form: creators, lenders, lender software, marketplaces, mortgage brokers, property maintenance, property management software, property managers, real estate brokerages. The "Partner Integration Examples" page has a heading and one sentence and no examples.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    Most integrations show an estimate. The API already lets licensed partners quote, bind and show status. The biggest moment, when an investor is buying a property, is still mostly a referral.

    High impactHigh effort First result in 3 quarters Chief Growth Officer

    First action

    Pick three partners where purchases happen and ask them about binding in their flow.

    How to measure it

    Share of partner-sourced policies bound in-flow

    Now
    –
    Target
    25%
    By
    3 quarters

    Steps

    1. 1

      Pick partners

      Marketplace, lender and franchise.

      Stage Zero GTM Sales Leader 2 weeks

    2. 2

      Map their flow

      Where the purchase happens and who needs the binder.

      Stage Zero GTM Sales Leader 2 weeks

    3. 3

      Licensing check

      Who is licensed and how commission is shared.

      Compliance 3 weeks

    4. 4

      Build

      API integration with each partner.

      Senior Software Engineer, Growth 8 weeks

    5. 5

      Binder to lender

      Automatic delivery at closing.

      Senior Software Engineer, Growth 3 weeks

    6. 6

      Pilot

      One partner first.

      Stage Zero GTM Sales Leader 8 weeks

    7. 7

      Measure

      Bind rate, time to bind, loss ratio.

      Head of Revenue Operations monthly

    8. 8

      Scale

      Next partners on the same pattern.

      Stage Zero GTM Sales Leader next quarter

    First result
    3 quarters
    Cost
    Engineering and partner time
    Owner
    Chief Growth Officer

    Smallest test

    Run one partner's purchase flow with an estimate plus a one-click bind link before full embedding.

    Why it works

    Work with two or three partners where investors buy (a marketplace, a lender, a franchise) to embed full quote-and-bind into their purchase flow, with coverage bound at closing and the binder sent to the lender automatically.

    Insurance at the moment of purchase has the highest intent of any channel. Embedding binding, not just estimates, turns referral traffic into policies.

    Risks and how to handle them

    • Partners lack licensing

      Keep Steadily as the licensed agency in the flow.

    Evidence

    • Your websiteSeries C release: $30M led by Two Sigma Ventures at a $355M valuation, total funding $89.5M, "over $250 million in annualized gross written premium". "One of Steadily's fastest growth engines is proptech integrations": "more than 400 companies including Roofstock, TurboTenant, FurnishedFinder, and BiggerPockets". The release is dated April 23, 2025 in its text but shows June 28, 2026 at the top; the 2023 Ascend release also shows June 28, 2026.Source
    • Your websitePartner pages: a no-code co-branded widget, an instant-estimate embed (address only), a smart link with referral tracking and custom domains, a quote-flow page, and a REST API that lets licensed partners quote, bind, show status and request changes, plus a data feed (bound policies, mortgagee or additional insured listing, cancellation notices). Partner types on the form: creators, lenders, lender software, marketplaces, mortgage brokers, property maintenance, property management software, property managers, real estate brokerages. The "Partner Integration Examples" page has a heading and one sentence and no examples.Source
    • Your websiteLender page: co-branded affiliate links that match each lender's coverage minimums, mortgagee clause and deductible caps; a lender-initiated funnel where loan officers start the quote for the borrower; and a lender portal for declarations, binders, payments and mortgagee changes. Borrowers can "bind a policy in under 10 minutes".Source
    • Your websiteHomeVestors program (August 7, 2026): franchisees quote and bind "at pre-set rates with no pre-bind review" in a dedicated portal, run the whole portfolio from one login, and coverage "follows the property through every stage, from vacant to under renovation to rented". Other 2026 releases: an RLI distribution partnership and a ChatGPT app that gives estimates from an address (launched March 16, 2026).Source
  • 17

    The Director of Reinsurance and Capacity is hired to "secure new capacity at favorable terms" while keeping "excellent loss ratios for our partners". Growth in states where capacity is costly hurts margins even when policies sell.

    High impactHigh effort First result in 3 quarters Chief Insurance Officer

    First action

    Ask the capacity team for a simple green/amber/red map by state.

    How to measure it

    Share of new premium from green states

    Now
    –
    Target
    70%
    By
    3 quarters

    Steps

    1. 1

      Build the map

      Capacity and loss ratio by state and type.

      Chief Insurance Officer 3 weeks

    2. 2

      Share with growth

      Monthly meeting with the Chief Growth Officer.

      Chief Growth Officer monthly

    3. 3

      Point spend

      Paid and SEO focus on green states.

      Marketing team 2 weeks

    4. 4

      Point recruiting

      Agency recruiting in green counties.

      Independent Agency team 2 weeks

    5. 5

      Point partners

      Partner programs where capacity is good.

      Stage Zero GTM Sales Leader ongoing

    6. 6

      Feed reinsurers

      Show the plan in renewal talks.

      Director of Reinsurance and Capacity each renewal

    7. 7

      Review

      Update the map each quarter.

      Chief Insurance Officer quarterly

    First result
    3 quarters
    Cost
    Leadership time
    Owner
    Chief Insurance Officer

    Smallest test

    Shift one month of paid spend to green states and compare loss ratio on new policies.

    Why it works

    Give the growth team a capacity map: states and property types where capacity is plentiful and loss ratios are good. Point marketing spend, agency recruiting and partner programs at those, and slow growth where capacity is tight.

    For an insurer, growth and capacity are the same plan. A sales push in the wrong state can cost more in reinsurance than it brings in.

    Risks and how to handle them

    • Slowing growth in red states hurts relationships

      Keep service there and grow carefully.

    Evidence

    • HiringDirector of Reinsurance and Capacity (posted August 20, 2026): "secure new capacity at favorable terms to enable the company to continue to scale rapidly while producing excellent loss ratios for our partners", and lead "a partner portal" for capacity partners. The post describes Steadily as four years old, just over 160 people, managing $20B in risk, "intent on becoming the world's best and largest insurer of rental properties". Job posts cite both 63rd and 179th on the Inc. 5000.Source
    • HiringHead of Revenue Operations (posted August 28, 2026), reporting to the Chief Growth Officer: owns the funnel "from the moment a lead is created through the first four months after a policy binds" across Independent and Direct; lead routing, commission plans, Salesforce, Metabase reporting, and SLAs on speed to lead, follow-up and conversion.Source
    • HiringIndependent Agency channel roles: a Business Development Associate (posted September 18, 2026) to make "quick contact with IA's who have shown interest in a Steadily agency appointment"; a Business Development Manager to expand the agency network "through strategic outreach in target markets"; an Agency Success Manager and Associate to increase "the number of agents quoting our products on a monthly basis" through daily and weekly training webinars. The posts say the IA channel has "grown significantly".Source
  • 18

    The HomeVestors program lets coverage follow a property from vacant to under renovation to rented and runs the portfolio from one login. Steadily's biggest customers are investors who add and sell properties often.

    High impactHigh effort First result in 3 quarters Principal Product Manager

    First action

    Count landlords with three or more policies and their retention.

    How to measure it

    Average properties per multi-property investor

    Now
    –
    Target
    +20%
    By
    3 quarters

    Steps

    1. 1

      Count investors

      Landlords with 3+ policies.

      Head of Revenue Operations 1 week

    2. 2

      Interview

      Ten of them about adding and selling properties.

      Principal Product Manager 3 weeks

    3. 3

      Design

      Portfolio login, one bill, stage changes.

      Principal Product Manager 6 weeks

    4. 4

      Underwriting

      Rules for stage changes without review.

      Underwriting 4 weeks

    5. 5

      Build

      Portfolio account.

      Senior Software Engineer, Growth 10 weeks

    6. 6

      Pilot

      200 investors.

      Direct Sales Manager 8 weeks

    7. 7

      Measure

      Properties added, retention, loss ratio.

      Head of Revenue Operations monthly

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Principal Product Manager

    Smallest test

    Offer one bill and one login to 50 investors before building stage changes.

    Why it works

    Offer every investor with three or more properties a portfolio account: one login, one bill, coverage that changes stage automatically, adding a property in minutes, and a portfolio review each year.

    Investors who manage everything in one place stay longer and add more properties. It turns many single policies into one relationship.

    Risks and how to handle them

    • Automatic stage changes create gaps

      Confirm every change by text.

    Evidence

    • Your websiteHomeVestors program (August 7, 2026): franchisees quote and bind "at pre-set rates with no pre-bind review" in a dedicated portal, run the whole portfolio from one login, and coverage "follows the property through every stage, from vacant to under renovation to rented". Other 2026 releases: an RLI distribution partnership and a ChatGPT app that gives estimates from an address (launched March 16, 2026).Source
    • HiringSenior Software Engineer, Growth (Austin): builds "the customer's journey from initial contact through their first policies", to "help more people self-serve when getting their first policy". Principal Product Manager (posted August 26, 2026): billing, renewals, endorsements and cancellations, "the engine of retention", across apps for independent agents, landlords, lenders and internal staff.Source
    • HiringDirect channel roles in Overland Park, KS: an Insurance Sales Agent ($60K base plus uncapped commission, "averaging $100K-$200K+"), a Direct Sales Manager measured on "sales quality, conversion rates, customer response times", plus three entry routes into sales (New Graduate Sales Accelerator, Insurance Sales Agent Development Program, Sales Representative with training provided).Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    Steadily launched a ChatGPT app that gives an estimate from an address. Investors already ask AI tools to analyze deals, and the app only helps if they know to call it.

    Medium impactLow effort First result in 2 months Marketing team

    First action

    Ask five AI tools the ten most common investor insurance questions and note who is cited.

    How to measure it

    Quote starts from AI-tool referrals

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Test questions

      Ten questions across five AI tools.

      Marketing team 1 day

    2. 2

      Find gaps

      Where Steadily is not cited.

      Marketing team 1 day

    3. 3

      Write answers

      Clear pages for each gap.

      Marketing team 2 weeks

    4. 4

      Link the app

      From each page and the quote flow.

      Marketing team 1 day

    5. 5

      Track

      AI referrers in PostHog.

      Senior Software Engineer, Growth 1 day

    6. 6

      Repeat

      Re-test monthly.

      Marketing team 2 hours a month

    First result
    2 months
    Cost
    $0
    Owner
    Marketing team

    Smallest test

    Rewrite five pages and re-test the same questions in a month.

    Why it works

    Publish clear pages that answer the questions investors ask AI tools ("how much is landlord insurance on a duplex in Ohio"), with the estimate and a link to the app; add structured data; and track referrals from AI tools in PostHog.

    AI answers are a new front door. The app is a head start few insurers have.

    Risks and how to handle them

    • Estimates read as quotes

      Keep the "starting point, not a quote" wording.

    Evidence

    • Your websiteHomeVestors program (August 7, 2026): franchisees quote and bind "at pre-set rates with no pre-bind review" in a dedicated portal, run the whole portfolio from one login, and coverage "follows the property through every stage, from vacant to under renovation to rented". Other 2026 releases: an RLI distribution partnership and a ChatGPT app that gives estimates from an address (launched March 16, 2026).Source
    • programmable.infoSite scan: Webflow with PostHog and Google Tag Manager; Trustpilot badge; mobile LCP 1.4s at the 75th percentile; Mozilla Observatory C (50/100); 29 news mentions in 30 days; blog RSS updated October 16, 2026; not registered on SAM.gov.Source
    • Your websiteSitemap: 4,002 URLs, including 2,774 blog posts (newest October 13, 2026, for example "Adu Laws and Regulations in Louisiana"), 568 city pages under /landlord-insurance/, 71 short-term rental pages, 51 state pages, 150 forms and 110 glossary terms. Six case studies: TurboTenant, Landlord Studio (3% higher conversion, 150 hours a month saved for clients, 4% better retention), Path Insurance, Omega Insurance and two landlords. None is a lender or a property manager.Source
  • 20

    Steadily runs three entry routes into sales and is hiring licensed agents who are "at the top of their sales game". The Direct channel's growth depends on hiring as much as on leads.

    Medium impactLow effort First result in 1 quarter Direct Sales Manager

    First action

    Pull hires and time to first sale by entry route for the last year.

    How to measure it

    New agents at target within 90 days

    Now
    –
    Target
    60%
    By
    2 quarters

    Steps

    1. 1

      Data

      Hires and ramp by route.

      Head of Revenue Operations 1 week

    2. 2

      Videos

      Three agents tell their path.

      Marketing team 2 weeks

    3. 3

      Careers page

      Earnings ranges and the path.

      Marketing team 1 week

    4. 4

      Campus outreach

      Kansas City area universities.

      Recruiter 4 weeks

    5. 5

      Licensing help

      Clear support for getting licensed.

      Direct Sales Manager 1 week

    6. 6

      Track

      Cost per hire and ramp.

      Recruiter monthly

    First result
    1 quarter
    Cost
    Video production
    Owner
    Direct Sales Manager

    Smallest test

    Post one agent video and compare applications to the Accelerator.

    Why it works

    Run one recruiting campaign that shows real earnings ranges, the in-office culture and the path from the Sales Accelerator to top agent, with short videos of current agents, and track cost per hire by route.

    More good agents means more policies from the same leads. Showing the path makes the entry programs easier to fill.

    Risks and how to handle them

    • Earnings claims mislead

      Use median and range, not top earners only.

    Evidence

    • HiringDirect channel roles in Overland Park, KS: an Insurance Sales Agent ($60K base plus uncapped commission, "averaging $100K-$200K+"), a Direct Sales Manager measured on "sales quality, conversion rates, customer response times", plus three entry routes into sales (New Graduate Sales Accelerator, Insurance Sales Agent Development Program, Sales Representative with training provided).Source
    • HiringDirector of Reinsurance and Capacity (posted August 20, 2026): "secure new capacity at favorable terms to enable the company to continue to scale rapidly while producing excellent loss ratios for our partners", and lead "a partner portal" for capacity partners. The post describes Steadily as four years old, just over 160 people, managing $20B in risk, "intent on becoming the world's best and largest insurer of rental properties". Job posts cite both 63rd and 179th on the Inc. 5000.Source
  • 21

    Creators are one of the partner types on the form, and BiggerPockets is already an integration. Real estate educators and YouTubers talk to new investors before they buy.

    Medium impactMedium effort First result in 2 quarters Stage Zero GTM Sales Leader

    First action

    List 30 real estate educators whose audience buys rentals.

    How to measure it

    Policies bound from creator links

    Now
    –
    Target
    100 a quarter
    By
    2 quarters

    Steps

    1. 1

      List creators

      Audience, platform, investor focus.

      Marketing team 1 week

    2. 2

      Program terms

      Links, pages, fees where allowed.

      Stage Zero GTM Sales Leader 2 weeks

    3. 3

      Course module

      Short lesson on insuring a rental.

      Marketing team 2 weeks

    4. 4

      Recruit

      Pitch the top 15.

      Stage Zero GTM Sales Leader 4 weeks

    5. 5

      Feature

      Showcase creators on the blog and social.

      Marketing team monthly

    6. 6

      Track

      Clicks, quotes, binds by creator.

      Head of Revenue Operations monthly

    Who to approach

    • BiggerPockets

      Existing integration and the largest investor education community.

    First result
    2 quarters
    Cost
    Referral fees
    Owner
    Stage Zero GTM Sales Leader

    Smallest test

    Sign three creators and measure bound policies in 60 days.

    Why it works

    Offer creators a co-branded estimate page, a smart link with referral tracking, and a short course module on insuring rentals. Pay referral fees where licensing allows and feature top creators on Steadily's channels.

    Investors trust the educators they learn from. Being in the lesson on insurance puts Steadily in front of buyers before they shop.

    Risks and how to handle them

    • Paying unlicensed people for insurance referrals

      Check state rules with compliance before paying any fee.

    Evidence

    • Your websitePartner pages: a no-code co-branded widget, an instant-estimate embed (address only), a smart link with referral tracking and custom domains, a quote-flow page, and a REST API that lets licensed partners quote, bind, show status and request changes, plus a data feed (bound policies, mortgagee or additional insured listing, cancellation notices). Partner types on the form: creators, lenders, lender software, marketplaces, mortgage brokers, property maintenance, property management software, property managers, real estate brokerages. The "Partner Integration Examples" page has a heading and one sentence and no examples.Source
    • Your websiteSeries C release: $30M led by Two Sigma Ventures at a $355M valuation, total funding $89.5M, "over $250 million in annualized gross written premium". "One of Steadily's fastest growth engines is proptech integrations": "more than 400 companies including Roofstock, TurboTenant, FurnishedFinder, and BiggerPockets". The release is dated April 23, 2025 in its text but shows June 28, 2026 at the top; the 2023 Ascend release also shows June 28, 2026.Source
    • Competitor researchRivals for the same landlords: Obie ("Insurance for Landlords and Real Estate Investors"), NREIG ("Property and Liability Coverage for Real Estate Investors") and Proper ("Short-Term Rental Insurance For Airbnb Hosts & STR Owners"), plus the large carriers' dwelling-fire policies sold through agents.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 18, 2026, and cites them throughout. Steadily did not commission, review or endorse it, and Programmable is not affiliated with Steadily. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Steadily runs its business.

Something wrong, or do you represent Steadily? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Partner examples, press dates, appointment speed, the first-five-quotes path, lender and property manager case studies and one facts sheet.

  2. Days 31 to 607 ideas

    Partner tiers, the HomeVestors package for other networks, the lender funnel pitch, agency recruiting by county and the partner scorecard.

  3. Days 61 to 908 ideas

    Self-serve binding, early retention, blog pruning and CoverageCheck owner leads; decide the big bets and test the hiring campaign.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value A quote in minutes. The most cited problem: insurance holding up a closing.

  • Prices that save money against their old policy
  • Homeowner policies that do not fit a rental
  • In their words: “quote in seconds”

Market

Competitive landscape

4 competitors compared: Obie, NREIG, Proper and Large carriers' dwelling-fire policies.

  • Gap to exploit: Binding inside the purchase moment
  • Obie: Smaller partner footprint
  • NREIG: Less self-serve

Hiring signals

Steadily is building a new Partnerships function from zero (a Stage Zero GTM leader and a Principal Account Manager for tiered partner success) on top of a fast-growing Independent Agency channel (business development…

  • Stage Zero GTM Sales Leader, Enterprise and Partnerships: Builds the partnerships sales motion from scratch. Ideas 1, 8, 11, 16, 21.
  • Principal Account Manager, Enterprise and Partnership: Tiered partner success and partner health metrics. Ideas 7, 15.
  • Head of Revenue Operations: Lead routing, SLAs and the first four months after bind. Ideas 3, 10.

From the team that wrote this playbook

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