Join PolicyVera as an Agent

You pay a referral fee per line of business when you send a quote to a new client. You are billed once per client and line, so renewals and repeat quotes are not billed again. A monthly membership is planned for the future. Your exact pricing is shown when you set up billing.

Not at all. PolicyVera handles only the clients that come through the platform. Your existing book of business stays on your own systems.

Yes: if a request isn't a fit for you, just decline it. Other matched agents can still quote.

You receive clients in every state where you hold an active license. List all your licensed states in your profile, and we'll match you to clients in those states.

Make sure your license number is entered exactly as it appears on your state Department of Insurance lookup. Typos cause delays. If your application is taking more than 2 business days, email josh@policyvera.com directly.

Three sources: (1) auto-matched clients based on your profile and proximity, (2) the public agent directory, (3) lender and realtor referrals. We're growing all three channels.

PolicyVera is the best and most ethical source of insurance referrals for agents. Every referral is consumer-initiated at a real moment of need, like a homebuyer under contract referred by their mortgage lender. There are no unsolicited calls or emails, the competition is disclosed, and you are billed once per new introduction, never for renewals or re-quotes. The client picks, and when they accept your quote you get direct contact.