AegisAegis
Insurance Broker & Agency Portal

Stop losing claims to underinsurance. Start closing higher policy limits.

Aegis gives every household you write a documented, photo-backed home inventory — and gives your agency a live coverage gap signal that turns a renewal call into a rider, with the evidence attached.

Free for brokers. Clients keep full ownership of their data and choose what they share.

Broker portal walkthrough

Sign-up, agency branding and badge, linking clients, and reading the coverage-gap radar across your book.

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The Broker Advantage

Real-Time Coverage Gap Radar

Each client's cataloged value is compared to their personal property limit continuously, so underinsurance shows up as a number instead of a surprise at claim time.

Automated Renewal Upgrades

Thirty days before renewal you get the households whose item list has outgrown their limit — with the evidence already attached.

Faster Claim Turnarounds

Your insured already has receipts, serials and photos in an adjuster-ready packet. Fewer disputes, quicker settlements, better retention.

Privacy-First Architecture

You see coverage signals and the requests clients send you. Their photos, documents and vault contents stay theirs.

Interactive Signal Dashboard Preview

A sample client risk feed. Real households appear once they link to your agency.

Client A

Coverage gap −$63,900

−$63,900

Client B

Coverage gap −$31,400

−$31,400

Client C

Fully Protected

Fully Protected

Agency plans

Priced by the size of your book. Cancel anytime, no lock-in.

Agency Starter

Up to 50 active policyholders

$99 / month

  • Coverage Gap Signal dashboard
  • Automated 30-day renewal alerts
  • Co-branded policy review CTAs
Start Agency Trial
MOST POPULAR

Agency Scale

Up to 250 active policyholders

$299 / month

  • Coverage Gap Signal dashboard
  • Automated 30-day renewal alerts
  • Co-branded policy review CTAs
Start Agency Trial

Enterprise Agency

Unlimited policyholders

Custom

  • Coverage Gap Signal dashboard
  • Automated 30-day renewal alerts
  • Co-branded policy review CTAs
Talk to us

Sign in to your agency workspace to complete checkout — your plan is attached to your agency profile.

Agency Management Sync (AMS) exporter

Export the households you already work with as contents valuations, ACORD-style risk reports and item-level schedules — ready to import into AMS360, Applied Epic or EZLynx. Item detail only leaves a household's file when that household turns on schedule sharing for your agency, and you can ask for it in one click from your workspace.

Your renewal queue lists every shared household inside its 60-day window with the documented replacement value against their contents limit, so a renewal call arrives with the evidence already attached.

Get started in 4 steps

Free for brokers, and no carrier appointment or integration is required. Here is the path from sign-up to your first rider conversation.

  1. 1

    Create your agency account

    Sign up with your agency email and choose Insurance broker as your account type.

    Where: Sign up tab → "I am a…" → Insurance broker

  2. 2

    Set up agency branding and get verified

    Add your logo, agency details and license, then confirm your office address for the blue badge.

    Where: Partner workspace → Your branding, then Verification

  3. 3

    Invite your clients

    Share your partner link, or sponsor a code so the household gets Pro on you.

    Where: Partner workspace → Clients → Invite

  4. 4

    Work the radar

    Review coverage gaps in your portfolio table and answer the requests clients send you.

    Where: Partner workspace → Clients → coverage gap column

How the portal works

Four screens. The portfolio table is the one you will live in. Broker access is free — clients pay for their own plans, or you sponsor them.

Partner home

Setup, badge and agency totals

Branding, license and office verification, your badge, and headline numbers: linked households, total flagged gap, open requests. Start here after you sign in.

Clients and portfolio

Your whole book in one table

Every linked household with its policy limit, cataloged value and coverage gap, plus a rollup of exposure across the book. Sort by gap to build a renewal priority list without a spreadsheet.

Requests

Client-initiated conversations

Coverage reviews, rider questions and gap explanations clients send you from their own dashboard, each already carrying the numbers behind the ask.

What you cannot see

Client-controlled sharing

You see totals and flags a client opted to share — never their item list, photos, receipts, documents or declaration pages. Nothing is shared until the household turns it on, and they can turn it off again.

Say it in one line

Most brokers add this to an existing touchpoint. Borrow whichever line fits the conversation.

On a renewal call

Before we renew, I'd like you to document your contents in Aegis — it takes about twenty minutes with your phone and it tells us whether your personal property limit is actually where it should be.

In your new-policy welcome email

One thing worth doing this month: set up an Aegis home inventory. Photos, receipts and serial numbers in one encrypted place means a claim gets paid on evidence instead of memory. Link your household to our agency and I'll flag anything your policy doesn't cover.

Sponsoring a top account

I've covered a year of Aegis Pro for you — document the home, and I'll review any coverage gaps it turns up at no cost.

Sign-up link to share with clients

https://aegishome.life/auth

Your personalized agency invite link — the one that links a household straight to you — appears in the Clients screen once you sign in.

Clients stay in control: they choose to link to your agency, choose what totals to share, and can unlink at any time. You never see their raw item list or documents.

Create your free partner account

Set up your agency workspace in about five minutes.

Add your licence number, logo and contact details, share your client invite link, and start receiving coverage-gap requests from the households you already insure.

Then bring in your first household — borrow a line from Say it in one line or read the full portal guide.

Get started free