ProvenPolicies for brokers
Free broker accounts. Clearer renewal prep.
Free for brokers. Send clients a co-branded readiness check. They get a fix list, policies and a place to keep their proof. You get a short summary when they choose to share it.
Free Starter for your own agency (work email required), with optional Monthly at 50% off.
Publish your active broker page and use a confirmed work email for sign-in. This checks eligibility, not agency verification. Personal mailboxes keep the free portal. The agency plan never transfers to clients.
Illustrative image. No client or broker testimonial.
Your own link
A page at provenpolicies.com/b/your-agency with your agency name and logo, once you choose to publish it.
Consent-only readiness
Clients decide at the end of the check whether to share a short summary with you. It's off by default.
20% off for clients
Validated referrals get 20% off paid plans. Your own-agency Monthly offer is separate and doesn’t stack with the client discount.
Three simple steps.
01
Create your agency page
Add your agency name and choose the details you want public.
02
Share your referral link
Publish the page, copy the link and send it yourself. No emails from us.
03
Prepare for the conversation
Clients collect policies, evidence and their own answers. See readiness only if they choose to share.
What it won't do
- No guarantee of coverage, premiums or insurer approval.
- No carrier relationships, quotes or applications.
- No commissions or payments to brokers.
- No emails sent to you or your clients.
Broker FAQ
- Does it cost anything?
- The broker portal is free. New eligible brokers also get Starter for their own agency at no charge. Monthly is optional at 50% off ($39.50/month before tax) while you qualify. Existing grandfathered agency Monthly access continues under its eligibility rules.
- Do you pay referral commissions?
- No. ProvenPolicies pays no referral commissions and makes no per-referral payments.
- Does ProvenPolicies sell insurance?
- No. ProvenPolicies doesn't sell, solicit or negotiate insurance, and doesn't recommend coverage or carriers.
- What do I see about clients?
- Only what a client chooses to share at the end of their check: name, business, email, score, gap count, top missing controls and renewal date if they enter it. New clients can separately acknowledge limited business, signup, plan and discount-status visibility. Readiness still needs its own consent. Legacy clients without the new notice stay count-only. You never see their answers, notes, evidence or policies.
- Can clients take it back?
- Yes. Signed-in clients can stop sharing at any time and the summary disappears from your dashboard right away. Brokers can't turn sharing back on.
- Do you email my clients?
- No. We don't send emails or run campaigns for you.
- Do you check my agency or license?
- No. Your page says the profile comes from you. We don't check agencies or licenses.
- What's the client discount?
- Clients who sign up through your link get 20% off paid plans, applied automatically at checkout.
ProvenPolicies is not an insurance agency. We help you organize security facts, spot gaps, and prepare policy documents. We don't sell, solicit, or negotiate insurance, recommend coverage, or complete or submit insurer applications. Talk with your licensed insurance professional about coverage and your actual application.