AI Partner Portal for Insurance Agencies. Realtors and lenders who refer clients, credited and served.
AI Partner Portal signs up the referral partners an agency lives on: realtors, mortgage lenders, auto dealers, property managers and business advisors. They apply on your site, the AI researches each applicant before you approve, and every quote request they send carries their name, so you know who refers whom and can thank them.
TRY AI PARTNER PORTAL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Let realtors and lenders apply on our site; I approve each one myself.”
Lisa“Done: realtors and lenders can apply from your partner page; the AI researches each applicant, and nobody is approved until you say yes.”
Any setting, in any module · applied only on your yes
How Insurance Agencies use it
A mortgage lender applies to send buyers your way; the AI checks the company's site and presence before your principal approves.
A buyer referred by a realtor books a home quote; the quote request is credited to that realtor automatically.
At year end the principal sees which dealers and lenders sent the most quote requests and which went quiet.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Partner and reseller application form on your site
- The AI researches the applicant, site, presence, fit, before you approve
- Referral attribution on every lead; a partner view of their own customers
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Questions & answers
AI Partner Portal for Insurance Agencies: questions & answers
How can an insurance agency track referrals from realtors and lenders?
With referral attribution on every lead. Each partner gets their own way to send clients, and every quote request they generate carries their name on the record, so the agency sees referrals per partner and how fast each one was answered.
Does the AI approve new referral partners?
No. It researches the applicant's website, presence and fit and gives you a summary; your principal approves or declines. Nobody joins the program without a person saying yes.
Can a referral partner see their clients' policies?
No. A partner sees the referrals they sent and where each one stands, while policy details, coverage and premiums stay with the agency. What a partner may see is your decision.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Insurance Agencies ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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Give Lisa your website.
She sets up your business in 2 minutes.
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.