Refervia
FOR INSURANCE
Turn real estate relationships into an organized referral pipeline.
Invite the real estate agents you already work with so referrals arrive with better details, cleaner tracking, and less scattered follow-up.
Bring your real estate referral partners into one workflow.
Invite the real estate agents you already work with so referrals arrive with better details, cleaner tracking, and less scattered follow-up.
Real estate partners refer faster to a verified agent.
Confirm your active insurance license and earn the Refervia Verified badge. It appears on every referral and invite you send, so the agents you work with know at a glance that you are 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.
Speed to the lead can decide who wins the referral.
When a real estate partner sends a client your way, the clock starts immediately. Refervia helps you receive better context, prioritize follow-up, update status, and keep your partner informed.
Know what came in
Receive client, property, timeline, and coverage context in a structured referral inbox.
Respond with priority
See new referrals, follow-ups due, and urgent handoffs at a glance.
Update the partner
Mark referrals as accepted, contacted, quoted, completed, or declined.
Capture more opportunity
Faster response helps referral partners trust you with future handoffs.
Referral momentum fades fast.
Industry research shows that faster response can dramatically improve the chance of connecting with and qualifying an opportunity. Refervia helps you follow up while the referral is still warm.
From first invite to stronger partnerships.
Refervia organizes each referral so you and your real estate partners always know where things stand.
Especially powerful for independent agents and brokerages.
Independent insurance professionals often rely on referral relationships to grow. Refervia helps organize those relationships with structured client handoffs, status tracking, partner communication, and routing preferences, without turning referrals into a messy text-thread workflow.
More flexible placement
Independent agents and brokerages can support a wider range of client needs across carrier options and coverage categories.
Referral-driven growth
Manage real estate partner relationships in one workflow instead of scattered calls, texts, and emails.
Team-ready pipeline
Agencies can assign referrals, track source activity, and keep producers aligned.
Useful for captive agents too
Captive agents can use Refervia to organize trusted real estate relationships and capture additional opportunities through the Free or Pro plan.
More than a referral inbox, a relationship workflow.
Refervia helps you manage both sides of the relationship: incoming real estate referrals and outbound introductions to trusted real estate partners when your clients need help buying or moving.
Connect with insurance partners who cover what you do not.
Not every client fits your appetite, carrier access, license footprint, or coverage specialty. Refervia helps insurance professionals build trusted agent-to-agent and broker-to-broker referral relationships so more handoffs stay organized.
Different lines of insurance
Build relationships with partners who handle commercial, life, health, benefits, cyber, flood, specialty, or other coverage areas.
Different market access
Independent brokers can connect with other brokers who may have different carrier access, specialty programs, or geographic reach.
Cleaner handoffs
Send structured referral details instead of forwarding incomplete texts or making one-off introductions.
Status visibility
Track whether the referral was received, accepted, contacted, quoted, completed, or declined.
Keep the relationship professional, even when you refer the opportunity out.
Refervia gives insurance professionals a cleaner way to pass clients to trusted specialty partners while preserving visibility and follow-up discipline.
Add an Insurance PartnerGive your agency a faster way to handle shared opportunities.
On Agency and Enterprise plans, Refervia's Team Referral Queue lets producers and admins route internal opportunities to the team, notify the right people, and keep status visible until the handoff is handled.
Shared agency queue
Send internal handoffs to a shared queue so available producers can respond faster.
Producer assignment
Claim the handoff or assign it to the right producer based on line of business, appetite, location, or availability.
Specialty routing
Route commercial, life, health, cyber, flood, or specialty opportunities to the right internal or trusted partner workflow.
Speed-to-lead support
Team-wide visibility helps prevent warm referrals from waiting on one person.
Referral relationships that keep paying off.
See how a referral-driven insurance professional manages incoming opportunity.
Preview an insurance-focused workflow built around structured referral details, speed-to-lead, partner updates, and reciprocal real estate introductions.
Referral Desk
Synced
Built for individual producers and full agencies.
Start as an individual producer, or manage your referral workflow as a full agency account. Agency and Enterprise plans support multiple users, producer assignment, shared inboxes, and team reporting.
Individual Accounts
Free and Pro are built for individual insurance professionals, independent producers, and captive agents who want cleaner referral handoffs and trusted partner workflows.
Agency Accounts
Agency and Enterprise plans are built for insurance agencies, brokerages, and producer teams that need multi-user workflows and centralized referral management.
Simple monthly plans for insurance professionals.
Every plan supports trusted partner workflows. Free and Pro are individual accounts (1 user). Agency and Enterprise are multi-user team accounts.
Common questions from insurance professionals.
Start with your trusted partners.
Bring the real estate agents who already know you into one organized referral workflow, and grow the pipeline from there.
Refervia
Welcome back
Log in to manage your referrals and track status.
Create your free account
Join Refervia and bring your trusted real estate partners with you.
For paid plans, click here.