For Realtors
Help your buyers close faster — for free
PolicyVera is a free Idaho-built tool that helps your home buyers get insurance organized before closing. No account needed for you. No fees for your buyers. No RESPA complications. Just a tool that makes your closings smoother.
Why recommend PolicyVera
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Closings hit on time
Insurance is the #1 closing-day delay. PolicyVera makes it 5 minutes for your buyers and ensures the binder gets to the lender automatically.
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Your buyers thank YOU
First-time home buyers especially love when you hand them a tool instead of homework. You look like the hero.
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Free for you and them
No fees, no kickbacks, no RESPA concerns. PolicyVera is paid by insurance agents — you don't pay, your buyers don't pay.
The one URL to share
policyvera.com
Share this with any buyer under contract. They'll sign up in 60 seconds, get connected with a local Idaho agent, and have their binder ready for closing. 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 Idaho tool, takes 5 minutes, 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 Idaho-built platform that connects you to a local agent in minutes 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 Idaho tool, 5 min, 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 your closings move faster 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 RCE → buyer chases agent → closing delayed by 1-3 days.
With PolicyVera
Buyer signs up → quotes from 3 local agents in 24 hours → buyer accepts → agent binds → binder + RCE auto-delivered to lender via email + dashboard → closing on time.
Your buyer saves time. Your lender gets what they need without chasing. Closing hits the date. You look like a hero.
Common questions
Is there a kickback or referral fee for me?▾
No. Federal RESPA Section 8 prohibits referral fees for settlement services like insurance. PolicyVera is intentionally fee-free for both you and your buyers. You can recommend it without any disclosure or compliance worry.
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. 256-bit encryption, 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 sending them to Geico/Progressive?▾
Online direct carriers don't generate binder PDFs in a format lenders accept, and they can't customize for the new property without manual intervention. PolicyVera connects buyers to LOCAL agents who can issue binders, attach mortgagee clauses correctly, and respond to lender requests same-day. Closings move faster.
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 — takes 10 minutes.
Questions?
- Email Joshua: josh@policyvera.com
- Local: Meridian, Idaho — happy to grab coffee if you're in the Treasure Valley