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 partners actually get
Not a stock photo and a slogan — the real screens. This is the banner your buyer sees, and the signal list a broker works from.
Realtor · closing gift banner
Home protection gifted courtesy of Priya Raghunathan at Cedar & Vine Realty
Priya Raghunathan
Congratulations on the new place — a year of Aegis Pro is on me.
Buy a pack of gift codes, upload your headshot and logo once, and this sits at the top of your client's dashboard for the whole year — with a valuation request button that comes straight back to you. You never see their inventory.
Realtor portalBroker · underinsurance signals
Book of business · coverage risk
- Alvarez · Sacramento, CA−$63,900$75,000 limit · $138,900 cataloged
- Okonkwo · Round Rock, TX−$31,400$60,000 limit · $91,400 cataloged
- Bennett · Naperville, IL−$14,200$120,000 limit · $134,200 cataloged
Clients who opt in share their coverage totals — not their item lists — so you can open a renewal conversation with evidence instead of a guess, and catch category sub-limits before a claim does.
Broker portalWhat every partner gets
What you can tell a client about their data
Plain claims about what Aegis does today — nothing borrowed from a third party.
- Encrypted vault
- Database-enforced access control
- Two-factor available
- Leaked-password screening
- Account activity trail
- We never sell your data
- 14-day money-back guarantee
These are our own statements about how Aegis works today — not a third-party seal. Check them yourself in the privacy policy, security practices and subprocessor list.