For Realtors
Give your buyers a smoother closing, for free
PolicyVera is a free tool that helps your home buyers get insurance organized before closing. No account needed for you. No fees for your buyers. No referral payments in either direction. Just a tool that makes your closings smoother.
Why recommend PolicyVera
⚡
Protect the closing date
About 1 in 8 home purchase contracts closes late (NAR REALTORS® Confidence Index, 2026). PolicyVera removes the insurance scramble: your buyer gets covered through a licensed local agent and the binder reaches the lender automatically.
🤝
Your buyers thank YOU
First-time home buyers especially love when you hand them a tool instead of homework. You look like the hero.
🆓
Free for you and them
No fees and no referral payments, to you or your buyers. Only the insurance agents who use PolicyVera are ever charged, and nothing of value flows to you when you point a buyer our way.
The one URL to share
policyvera.com
Share this with any buyer under contract. They'll sign up in about a minute, get connected with a licensed local agent, and the binder goes to their lender automatically. You don't need to do anything else.
Copy/paste scripts
Use these as-is or tweak for your voice.
In-person handoff at the offer-accepted moment▾
Congrats, you're under contract! One thing that derails closings is insurance. I always tell my buyers to use PolicyVera. It's a free tool, quick to set up, and the binder gets to your lender automatically. policyvera.com. Bookmark it.
In a closing email after offer accepted▾
Hi [name], congrats on getting under contract! 🎉 One small but important thing: you'll need homeowners insurance lined up before closing. I recommend my buyers use PolicyVera. It's a free platform that connects you with a licensed local agent and sends the binder straight to your lender. Check it out: policyvera.com No affiliation, no kickback, just a tool that saves my buyers headaches. [YOUR NAME]
Quick text▾
Hey [name], insurance for your closing: use PolicyVera (free tool, quick signup, binder goes straight to your lender). policyvera.com
On your website / closing checklist▾
Item: Homeowners insurance. Get it organized fast with PolicyVera (free): policyvera.com
Why closings go smoother with PolicyVera
Without PolicyVera
Buyer scrambles to find an agent → buys insurance → calls or emails agent for binder → agent forwards to lender (sometimes) → lender's closing department asks for the replacement-cost estimate → buyer chases agent → closing slips.
With PolicyVera
Buyer signs up → licensed local agents send quotes → buyer accepts → agent binds → binder and replacement-cost estimate delivered to the lender automatically, by email and on their dashboard → no binder chase on closing day.
Your buyer saves time. Your lender gets what they need without chasing. Insurance is handled early. You look like a hero.
Common questions
Is there a kickback or referral fee for me?▾
No, by design. RESPA Section 8 restricts referral fees for settlement services like insurance, so PolicyVera doesn't pay them. It's free for you and your buyers: only the insurance agents who use it are ever charged. Nothing of value flows to you for a referral. (For your own disclosure obligations, check your brokerage's policies. We can't advise on those.)
Do I need a PolicyVera account?▾
Not for the basic case: just share policyvera.com with your buyers. If you'd like a tracked referral link (so you can see how many of your buyers actually used it), email Joshua and we can set up a custom realtor partner page for you.
Will my buyers' info be safe?▾
Yes. Encrypted in transit and at rest, never sold, agents only see what's needed for quoting. Buyers control their own account fully.
What if my buyer already has an agent?▾
They can still use PolicyVera to organize their docs and request additional quotes if they want to compare. Or just use it as document storage for closing.
How is this different from a buyer going direct to an online carrier?▾
Your buyer can use any insurer they like. The value PolicyVera adds is connecting them with a licensed local agent who issues the binder, attaches the mortgagee clause the way the lender needs it, and handles the lender's requests directly, and the binder is delivered to the lender automatically. That hands-on local support is what tends to keep a closing on schedule.
Can I partner more formally with PolicyVera?▾
Yes: interested realtors can get listed as a referral partner, get a tracked link, and access optional shared dashboards. Email Joshua to discuss.
Want to partner more formally?
Get listed as a PolicyVera realtor partner. Get a tracked referral link so you can see how many of your buyers are using it. Free to set up.
or josh@policyvera.com
Questions?
- Email Joshua: josh@policyvera.com
- Happy to grab coffee if you're nearby