Your partners should never have to ask, "Where's the binder?"

No. PolicyProof works alongside whatever you already use — AgencyZoom, InsuredMine, HawkSoft, or even spreadsheets. Your team keeps working where they work. PolicyProof is the partner-facing window into your pipeline.

Each partner gets a unique URL — something like youragency.policyproof.io/maria-rodriguez. They can text it to their homebuyer and let the client fill in their own info, or they can submit the referral directly from their dashboard. Either way, the referral auto-attributes to the right partner and your team sees it instantly.

Magic link. They enter their email, get a login link, and they're in. No passwords to create, reset, or forget. They can access their dashboard from any device.

Their own branded dashboard showing every referral they've sent you, the current status of each one, and any updates. They can submit new referrals, share their referral link with clients, and add loan details as they become available.

When a policy is bound, you upload the binder to PolicyProof and it's automatically emailed to the loan officer on file. One click replaces a manual step on every closing.

Yes. On the Growth plan and above, your partners see your logo, your colors, and your custom domain. The public referral page shows your agency branding and the partner's name and photo. PolicyProof stays completely invisible.

Plans start at $50/month with a 30-day free trial on the Starter plan. Every plan includes the full core product — pipeline board, partner dashboard, binder delivery, referral links, and document management. No credit card required to start.

No. PolicyProof is built for insurance agencies nationwide. Any agency with referral partners — realtors, loan officers, mortgage brokers, and loan processors — can use it.