Partners
Brokers & referrals
Send a client who failed a carrier scan or needs evidence before bind — we run the readiness workflow; you close coverage.
- Referral path: failed-scan or contingency client → standard S1–S6 workflow → broker submission
- Handoff includes a crosswalk PDF and the contingencies still open. This is not legal advice.
- We do not bind policies or sign applications on the client's behalf
Broker-ready PDF template covers questionnaire crosswalk, evidence index, and open contingencies — available after partner onboarding (stub).