Agents · /referrals Demo
Refer a client for insurance quotes
Insure well, not loyally. Paste the listing from your board portal, confirm what it says, enter the client's first name and how they prefer to be contacted, affirm their permission, and press one button. Licensed brokers in the property's jurisdiction take it from there. You are not advising on insurance and you receive nothing for the referral.
Agent token Signed out
New referral
1 · Paste the listing Smart intake
Copy the public remarks and feature list from your portal. We read year built, construction, roof, heating, plumbing (poly-B, kitec, copper), wiring (aluminum, knob and tube, amps), basement and suite, sump pump, pool, wood stove, occupancy and area. Street addresses, legal descriptions, phone numbers and emails are removed before anything is read; only the postal area or city is kept.
2 · The client
3 · Permission, then one button
What to say to the client (wording 2026-10-22.1)
“May I share your first name, how you prefer to be contacted, your closing date and the property’s area and listing details with broker.insure, so licensed insurance brokers can prepare quotes for you? broker.insure does not advise on, quote or bind insurance itself; the brokers will contact you directly. I receive no fee or commission for this. Everything taken from the listing will be checked with you before anyone relies on it.”