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PARTNER RESOURCES

Better discovery. Clearer fit. Responsible connections.

Practical guides for licensed agencies, brokers and other reviewed organizations working with AI-era customer requests.

PARTNER OPERATIONSAI client discovery checklist for insurance agents and brokersA practical first-conversation checklist for licensed professionals reviewing business AI use, delegated actions, contracts and personal protection concerns.PARTNER OPERATIONSHow LunarQuote verifies licensing, appetite and routing fitUnderstand LunarQuote partner review, independently verified state authority, personal and commercial appetite, capacity and customer sharing controls.PARTNER OPERATIONSWorking a LunarQuote opportunity: accept, contact, reportPartner guidance for accepting or passing opportunities, honoring customer consent, recording contact and outcomes, and pausing when unavailable.

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