Aegis Aegis Partner Network
One network. Three ways to protect the households you advise.
Realtors, insurance brokers and estate planners all use the same Aegis workspace — your branding, your gift codes, your client requests — tuned to the way you work.
Three partner programs
For real estate pros
Closing gift that stays on the fridge
Gift buyers a year of co-branded Aegis Pro. Your headshot, logo and number sit on their home vault all year — every time they add an item, they see you.
- Bulk gift codes with redemption tracking
- Co-branded client banner and invite link
- Inbound valuation requests from past clients
For insurance brokers
Renewal calls backed by evidence
Clients who opt in share their coverage totals with you. See aggregate exposure, per-household gaps and a renewal-priority list you can export.
- Aggregate book coverage gap and renewal report
- Client-controlled sharing — totals only, never items
- Rider and endorsement conversations with proof
For estate and wealth managers
A real schedule of personal property
Give families a photo-backed, valued inventory that plugs straight into wills, trusts and probate — instead of a spreadsheet nobody updated.
- Documented schedule of tangible personal property
- Vault for appraisals, deeds and provenance
- Exports for attorneys, executors and appraisers
What every partner gets
Free to join — your clients pay nothing when you gift a code
Your branding on every client dashboard and export
Clients own their data and choose exactly what they share
One workspace: branding, gift codes, client requests