Professionals
For Real Estate · Lending · Title Professionals
Stop chasing your client’s insurance.
Send us the client, property, requirement, and deadline. We handle the insurance side from there.
We work directly with the client, coordinate the insurance requirements, and keep the next insurance step clear.
The Problem We Remove
Keep insurance off your follow-up list.
One handoff. Clear responsibility.
Without a Clear Handoff
You become the insurance middleman.
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01
Following up for quotes and documents.
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02
Relaying insurance questions between parties.
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03
Trying to determine what is still missing.
With PIS
Send the client once.
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01
We contact the client directly.
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02
We work through the insurance requirements.
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03
We identify the next insurance action.
How It Works
One introduction. We take it from there.
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01
Send
Share the client, property, requirement, and deadline. Send whatever you already have.
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02
We Handle
We contact the client and work through quotes, questions, requirements, and documentation.
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03
Keep Moving
We identify anything still needed on the insurance side so the next step stays clear.
What to Send
Send what you have.
We can collect the remaining insurance information directly from the client.
Name and contact information.
Address and what needs to be insured.
Lender request, title note, policy, quote, or related document.
Closing, effective, or document due date.
Not sure what coverage is needed? Send the situation. We will identify the starting point.
Clear Responsibility
You do not need to become the insurance expert.
We handle insurance questions and coverage decisions directly with the client.
Quotes, pricing, availability, underwriting, binding, and document timing remain subject to carrier requirements and complete client information.Professional Referral
Send us the client.
We’ll handle the insurance.
Client · property · requirement · deadline