Refervia
Stop losing referrals in messy texts.
Refervia turns scattered referral texts into one clean, fast, trackable workflow, so you can send, track, update, and hand off every referral from one place.
- Send referrals in seconds
- Track every status
- Keep referrers updated
- Hand off in one tap
Free plan available. Secure billing. Cancel anytime.
Can you take this buyer lead?
Need homeowners quote
Who has this lead now?
Client closes Friday
Did the agency accept it?
Referral DeskSyncedBuilt for both sides of the handoff.
For Real Estate Agents
Refer clients who need insurance without taking on the insurance conversation. Submit the referral, protect the relationship, and track what happens next.
Start ReferringFor Insurance Professionals
Receive real estate agent sourced referrals with clearer context, category information, and status tracking.
Join the NetworkBring your trusted partners with you.
Refervia works with the relationships you already have. Invite preferred real estate or insurance partners by email, connect inside the platform, and keep every client handoff organized from one place.
Invite by email
Add a trusted partner with a name and email address. Refervia sends the invite and guides them through onboarding.
Connect directly
Once accepted, both users appear in each other's trusted partner list and can send referrals directly.
Track the handoff
See referral status updates without chasing texts, emails, or scattered follow-ups.
Use routing when needed
Already have preferred partners? Use them first. Need additional coverage? Partner routing is available when needed.
Your partner list gets stronger over time.
Refervia helps you label partners, track relationship quality, and keep your strongest referral relationships easier to find. Trusted Partner Invites help you bring people in, Partner Quality Signals help you decide who deserves more of your future handoffs.
Referrals from a verified professional get taken seriously.
Confirm your active license and earn the Refervia Verified badge. It rides along on every referral and invite you send, so trusted partners know at a glance that they are working with a licensed professional in good standing.
- ✓ Fast license check against the licensing registry.
- ✓ A trust badge on your handoffs, invites, and profile.
- ✓ Your license number stays private, never shown publicly.
Built for individuals, teams, and trusted partner networks.
Start with your own trusted partners, then scale into team workflows as your brokerage or agency grows. Refervia keeps external referral relationships and internal team handoffs organized in one system.
Individual workflows
Solo agents and producers can invite trusted partners, send referrals, and track status from one place.
Trusted partner network
Bring the professionals you already trust and use partner routing only when you need additional coverage.
Team Referral Queue
Brokerage, Agency, and Enterprise accounts can route internal handoffs to a shared team queue so available team members can respond faster.
Team visibility
Admins can see referral activity, assignment, status, and follow-up across the organization.
Build your network around proven partners.
Refervia helps you invite trusted partners, track relationship quality over time, and prioritize the professionals who respond quickly, update status, and handle handoffs well.
Partner Quality Signals
See useful signals like response behavior, status updates, recent activity, and relationship history.
Private partner labels
Label partners as Preferred, Reliable, New, Watchlist, or Do Not Route inside your own account.
Quality-informed routing
When you need additional coverage, partner routing can prioritize stronger matches based on specialty, availability, and positive signals.
Disconnect when needed
Remove or pause weak partner relationships while keeping referral history intact.
Speed matters after the handoff.
A warm referral can go cold fast. Refervia helps trusted partners receive the right details, respond quickly, and keep both sides updated without scattered follow-up.
For teams, speed does not have to depend on one person seeing a text. Team Referral Queue helps notify the right group when timing matters.
Fast response is one of the strongest quality signals in a referral relationship. Over time, Refervia helps you see which partners respond quickly and keep handoffs moving.
Structured from the start
Every handoff includes the key details a partner needs to understand the client situation faster.
Faster partner response
Trusted partners can accept, contact, update, or follow up from one organized workflow.
Status visibility
Real estate and insurance partners can see where the referral stands without chasing texts or calls.
Less referral leakage
Cleaner handoffs reduce the chance that a ready client slips through the cracks.
Referral momentum fades fast.
Industry research shows that faster response can dramatically improve the chance of connecting with and qualifying an opportunity. Refervia helps reduce the delay between handoff and follow-up.
Built for two-way referral relationships.
Refervia helps real estate and insurance professionals manage cleaner handoffs in both directions, from homebuyers needing insurance to insured clients looking for a trusted real estate connection.
Real estate to insurance
Help homebuyers and clients connect with insurance professionals through a cleaner, trackable handoff.
Insurance to real estate
Refer insured clients to trusted real estate professionals when they are buying a home, relocating, or looking for their next property.
Trusted partner workflows
Invite the professionals you already trust and keep those referral relationships organized.
Track the handoff
See referral progress and partner communication without scattered text threads or inbox chaos.
Built for more than one kind of referral relationship.
Refervia supports real estate and insurance handoffs, but insurance professionals can also organize agent-to-agent and broker-to-broker referrals when a client needs a different line, specialty, or market.
Real estate ↔ insurance
Manage cleaner referral handoffs between real estate and insurance professionals in both directions.
Agent-to-agent
Connect with trusted insurance professionals who handle different coverage lines or specialties.
Broker-to-broker
Independent brokers can organize referral relationships with other brokers when a client needs a different market, carrier access, or specialty.
Status stays visible
Track the handoff after the referral instead of relying on scattered texts, memory, or one-off introductions.
Relationships that get stronger with every referral.
From client need to confirmed referral.
Whether a referral starts with a real estate agent or an insurance professional, Refervia organizes the process so each side knows what was submitted, where it stands, and what happens next.
See the referral engine in motion.
Preview how Refervia organizes trusted partners, two-way handoffs, speed-to-response, and status visibility across both sides of the relationship.
Referral Desk
Synced
Live sample workspace
Refer the client. Protect the relationship. Track the outcome.
Real estate agents often know when a client needs insurance, but they do not need to manage the coverage conversation. Refervia gives agents a simple way to submit referrals and keep visibility into the handoff, while building a lasting relationship with the insurance professionals they trust most in their market.
Support your real estate referral relationships in both directions.
Refervia helps insurance professionals receive organized referrals from real estate agents, and refer clients back to trusted real estate partners when someone is purchasing a new home, relocating, or looking for their next property.
More than a referral inbox, a relationship workflow.
Insurance professionals do not just receive referrals. They also build reciprocal referral relationships. Refervia helps you manage both sides: incoming real estate referrals and outbound introductions to trusted real estate partners when your clients need help buying or moving.
Built for professional handoffs.
Refervia is designed around clear roles. Real estate agents submit referrals. Insurance professionals handle coverage conversations, quoting, placement, and service. Over time, the same agents and insurance professionals work together again and again, turning a first referral into a lasting partnership built on trust.
Simple access. Clear referral limits.
Refervia keeps referral handoffs organized with simple monthly plans, transparent limits, and no per-referral fees.
Simple billing. Trusted payment processing.
Refervia subscriptions are managed through secure Stripe-powered checkout so agents, teams, and agencies can subscribe with confidence.
Common questions about Refervia.
Build a cleaner referral channel.
Whether you refer clients or receive insurance opportunities, Refervia gives both sides a more organized way to manage the handoff.
Refervia
Welcome back
Log in to manage your referrals and track status.
Create your free account
Join Refervia as a real estate agent or insurance professional.
For paid plans, click here.