AegisAegis
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
Real estate program

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
Broker program

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
Estate planning program
For realtors & brokers

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

PR

Priya Raghunathan

Congratulations on the new place — a year of Aegis Pro is on me.

(916) 555-0142 priya@cedarvine.example

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 portal

Broker · 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 portal

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

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.