Professionals
For Real Estate, Lending, Title & Property Professionals
Send us the insurance need. We will take it from there.
Introduce the client, property, requirement, and deadline. PIS coordinates directly with the client, handles the insurance process, and keeps the next step clear.
Why Professionals Refer to PIS
Keep the transaction moving without becoming the insurance expert.
Your role is the transaction. Ours is the insurance. PIS gives your client a direct path to help while keeping responsibilities clear.
One clear handoff
Introduce the client once. PIS takes over the insurance conversation and identifies what is needed next.
Direct client coordination
We work with the insured on applications, coverage choices, authorizations, payment, and carrier requirements.
Clear next steps
If information, documents, or client action is still needed, we make the next step clear instead of sending the professional back into the insurance process.
How Referrals Work
Refer once. We handle the insurance side.
A clean process keeps responsibilities clear for the client, the professional, and PIS.
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01
Send the referral
Share the client, property or risk, insurance need, and any known deadline.
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02
PIS contacts the client
We collect the insurance information needed to evaluate the appropriate route.
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We handle the insurance work
Quotes, coverage questions, underwriting information, and client decisions stay between PIS and the insured.
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The transaction stays clear
When relevant, we can identify outstanding insurance items or document needs without asking you to interpret coverage.
Common Referral Needs
Send us the situation.
You do not need to know the exact insurance product before reaching out. Start with the client need or requirement.
Flood insurance
Help a buyer, owner, lender, or closing team address a flood insurance need or obtain a starting quote.
Start a Flood QuoteLender or title request
Send the insurance requirement, lender request, title note, or related document and we will identify the insurance next step.
Send the RequirementHome insurance
Connect a buyer with our quoting process without managing application details or coverage decisions yourself.
View Quote OptionsQuote review
A client can share an existing quote or policy as a starting point for coverage review and available alternatives.
Request a ReviewEvidence and policy documents
Existing clients can request evidence, mortgagee updates, policy documents, and related servicing through our Service Center.
Open the Service CenterProperty insurance questions
Refer an owner, tenant, investor, or property client when an insurance need comes up and the correct starting point is not obvious.
Refer the ClientWhat to Send
Four details are usually enough to start.
Send what is available. If something else is needed, PIS will request it directly from the appropriate person.
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01
Client information
Name, phone number, and email address.
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02
Property or insurance need
Property address and a short description of what the client needs.
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03
Any useful document
Lender request, title note, contract, current policy, or existing quote.
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04
Actual deadline
Closing date, effective date, or document deadline if one applies.
A Better Referral Relationship
A reliable insurance contact for the next client too.
The goal is not one transaction. It is to give your clients a dependable insurance resource you can return to whenever another need appears.
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01
One point of contact
Send insurance questions and referrals through the same agency.
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Clear professional boundaries
PIS handles insurance advice and client coverage decisions.
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03
Less back-and-forth
We collect missing insurance information directly when possible.
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04
A repeatable handoff
When the next client needs insurance help, you already know where to send them.
Working Expectations
Clear roles protect everyone involved.
PIS can coordinate the insurance process, but coverage remains subject to carrier requirements, complete information, payment, and client authorization.