Refervia
FOR BROKERAGES
Run your brokerage's referrals as one operation.
Give every agent one place to hand off clients to the insurance partners your brokerage trusts. Route referrals to a shared team queue, track each one to close, and get the oversight and reporting a growing brokerage needs, without the handoffs living in text threads and inboxes. Refervia works alongside the CRM your team already uses: catch the referrals it misses, then export them CRM-ready into the funnel you run, your data always yours.
Use Refervia with the insurance partners you already trust.
Refervia does not force you into random matching. Invite your preferred insurance partners by email, send client handoffs directly, and track status from one organized workflow.
Send clients to a verified partner with confidence.
Confirm your active real estate license and earn the Refervia Verified badge. It appears on every referral and invite you send, so the insurance partners 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.
When insurance follow-up is slow, the transaction feels it.
Real estate agents need fast, professional handoffs when a buyer needs coverage, flood review, renters coverage, or help before closing. Refervia gives your insurance partners the right details up front so they can respond faster and keep you updated.
Send complete details
Submit client, property, coverage type, timeline, and notes in one clean handoff.
Help partners respond faster
Insurance partners receive structured information instead of scattered messages.
Track the status
See whether the referral was accepted, contacted, quoted, or completed.
Keep the client experience smooth
Reduce follow-up chaos when timing matters most.
Referral momentum fades fast.
Harvard Business Review research found that contacting a lead within the hour makes you about 7x more likely to reach a decision-maker than waiting longer. Refervia helps your insurance partners respond while your client is still ready.
From client need to completed handoff.
Refervia organizes the referral so you know what was submitted, where it stands, and what happens next.
Know which insurance partners actually follow through.
Real estate agents need partners who respond quickly, keep clients updated, and protect the transaction experience. Refervia helps you label, track, and prioritize the insurance partners who earn your trust.
Preferred partner labels
Mark your strongest insurance partners as Preferred or Reliable so they are easier to route to later.
Private relationship notes
Add internal notes like “great with first-time buyers,” “strong flood market,” or “slow response on urgent files.”
Quality-informed routing
When you need additional coverage, use partner routing with better context around specialty and positive partner signals.
Disconnect weak partners
Pause routing, label as Watchlist, or disconnect from partners who no longer fit your client experience.
Your client relationship is too valuable to hand off blindly.
Refervia helps real estate agents build a partner list around performance, trust, and follow-through, not guesswork.
Book a demoClient handoffs your buyers and sellers actually notice.
See how a high-performing agent keeps insurance handoffs moving.
Preview a real estate-focused workflow built around trusted insurance partners, faster follow-up, client status visibility, and closing timeline awareness.
Referral Desk
Synced
Brokerages can move urgent client handoffs faster.
On Brokerage and Enterprise plans, teams can use Team Referral Queue to route internal handoffs to the group when timing matters, so available agents or admins can claim, assign, and update the referral faster.
Shared team visibility
Keep brokerage-level referrals visible instead of buried in one agent's phone or inbox.
Claim or assign
Team members can claim a handoff or admins can assign it to the right person.
Closing urgency
Flag referrals with closing timelines, move-in dates, or client urgency so the team knows what matters first.
Faster handoff response
Notify the team when a referral needs quick action instead of waiting on one person.
Solo agent today. Brokerage-ready when you grow.
Start with an individual account, invite your trusted insurance partners, and manage your own referral handoffs. Teams and brokerages can upgrade to a multi-user brokerage account with admin controls, team reporting, and shared partner management.
Individual Accounts
Free and Pro are built for solo real estate agents who want to send cleaner client handoffs, invite trusted insurance partners, and track referral status.
Brokerage Accounts
Brokerage and Enterprise plans are built for teams, offices, and brokerages that need multiple users, shared partner visibility, and team-level reporting.
Plans built for brokerages and teams.
Multi-user accounts with a shared Team Referral Queue, license oversight, and brokerage-wide reporting. Book a walkthrough with our team, or start right away.
Common questions from brokerages.
See Refervia run your brokerage's referrals.
A short, tailored walkthrough of the shared team queue, routing and assignment, license oversight, partner quality signals, and brokerage reporting, mapped to how your team already runs referrals.
Refervia
Welcome back
Log in to manage your referrals and track status.
Create your free account
Join Refervia and bring your trusted insurance partners with you.
For paid plans, click here.