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Run your agency's referrals as one operation.
Give every producer one place to receive and work referrals from the real estate partners your agency trusts. Post incoming referrals to one shared Team Referral Queue, auto-assign by line of business, keep licenses verified, and see the whole agency's pipeline in Team Reports, without referrals lost in scattered inboxes. Refervia works beside the CRM your agency already pays for: each referral can go straight into it, and your data stays yours.
Every referral your real estate partners send lands in one shared queue and goes to the right producer.
Get every referral to the first producer free.
On Agency Free, Agency, and Enterprise plans, post a referral to the Team Referral Queue and every producer hears about it at once. The first one free claims it, or you assign it, and everyone sees who has it. Paid Agency and Enterprise plans can auto-assign by line of business.
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 when you post it. Owners and admins can reassign it or send it back to the queue.
Auto-assign by line of business
On paid Agency and Enterprise plans, set each producer's lines of business and routing rules, so queue referrals for commercial, life, flood, or other lines land with the right producer.
Speed-to-lead support
Team-wide visibility helps prevent warm referrals from waiting on one person.
From first invite to stronger partnerships.
Refervia organizes each referral so you and your real estate partners always know where things stand.
- 1Invite or connect with real estate partnersBring the agents and loan officers you already work with into Refervia, or find verified new ones in the Partner Network.You can also connect with other insurance professionals for agent-to-agent or broker-to-broker handoffs when a client needs a different line, specialty, or market.
- 2Receive organized referralsGet client, property, timeline, and coverage context in one structured handoff.
- 3Update referral statusMark referrals Contacted, In Progress, Completed (Won), or Declined, and set a follow-up date with an in-app reminder.
- 4Strengthen partner relationshipsGive real estate partners visibility and keep the handoff professional.
The features behind every handoff.
Each one has its own page with a live demo and the plans that include it.
Partner Network
Browse members by profession, location and line of business, then send a request to connect.
Every planLearn moreRefervia Verified
Confirm your license to earn the Verified badge on your profile, network card, invites and referrals.
Every planLearn morePartner Quality Signals
Partners earn signals like Fast Responder, and give and get shows whether referrals go both ways.
Agency and EnterpriseLearn moreRefervia Line
Your own phone number for referrals. A partner calls, and the referral lands on your Referral Desk.
Agency and EnterpriseLearn moreSee Refervia run your agency's referrals.
A short, tailored walkthrough of the Team Referral Queue, line-of-business assignment, license oversight, the Partner Network, Partner Quality Signals, and Team Reports, mapped to how your producers already work referrals.
Create your free account, then pick a time that works for you. It takes about a minute.
Book a Demo
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.