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Run your brokerage's referrals as one operation.
Give every agent one place to hand off clients to the insurance partners your brokerage trusts. Post referrals to one shared Team Referral Queue, track each one to close, and get the oversight a growing brokerage needs, from license status on the roster to Team Reports and a weekly and monthly report by email, without the handoffs living in text threads and inboxes. Refervia works beside the CRM your team already uses: each referral can go straight into it, and your data stays yours.
Your agents hand off clients to trusted insurance partners in one place, and you track each one to close.
Brokerages can move urgent client handoffs faster.
On Brokerage Free, Brokerage, and Enterprise plans, teams share one Team Referral Queue for internal handoffs when timing matters: any available agent can claim a referral, or you can assign it when you post it. Paid Brokerage and Enterprise plans can auto-assign by line of business.
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
Each referral carries its closing date or move-in timeline, so the team sees what to take first.
Faster handoff response
Notify the team when a referral needs quick action instead of waiting on one person.
From client need to completed handoff.
Refervia organizes the referral so you know what was submitted, where it stands, and what happens next.
- 1Invite or select your insurance partnerUse a preferred partner you already trust, or find a verified one in the Partner Network and send a request to connect.
- 2Submit the client handoffAdd client details, property information, closing timeline, and any notes your insurance partner needs.
- 3Track the referral statusFollow it from New to Contacted to In Progress to Completed (Won), and set a follow-up date to get an in-app reminder.
- 4Keep the transaction movingSpend less time chasing updates and more time helping your client close smoothly.
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.
Brokerage and EnterpriseLearn moreAutomatic reminders
A referral still New after 24 hours gets a reminder to your partner. At 48 hours you hear No contact yet.
Brokerage and EnterpriseLearn moreSee Refervia run your brokerage's referrals.
A short, tailored walkthrough of the Team Referral Queue, assignment and line-of-business routing rules, license oversight, the Partner Network, Partner Quality Signals, and Team Reports, mapped to how your team already runs referrals.
Create your free account, then pick a time that works for you. It takes about a minute.
Book a Demo
Refervia
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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.