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Agents & brokers · QUESTION GUIDE

How should agencies explain license verification to customers?

Short answer

Identify the real agency and appropriate official lookup route without overstating marketplace approval. Verification should concern actual authority, not a claim that every product or outcome is endorsed.

An illustrative example

A customer asks how to verify the contacted agency.

This is a hypothetical situation, not a real customer outcome or a coverage determination.

Three facts to prepare

  • Legal identity
  • Relevant state
  • Official source

Use a brief, accurate summary. Separate confirmed facts from assumptions; keep passwords, identity numbers, private customer records and confidential documents out of an initial marketplace request.

A question to bring to the right professional

Which authority and service role can the customer independently confirm?

Customer sharing requires more than an application or self-entered profile. Relevant licensing, verified capability, agreement status and availability must support the particular opportunity. Texas lookup guidance applies to Texas records; other jurisdictions require their appropriate official review, and marketplace approval is not an insurer appointment.

Sources and scope

Sources supply the stated background, not a determination about the illustrative case. The example, checklist and discussion prompt are LunarQuote educational material. Source links checked October 5, 2026.

General educational information, not insurance or legal advice. This page has not been individually reviewed by a licensed insurance professional or counsel. LunarQuote does not sell, recommend or bind insurance. Appropriate qualified professionals review actual products, facts and policy terms.

Your next step

Describe your agency's real capability and availability. Customer sharing requires independent licensing verification and the applicable agreement. Early access is free; approval does not guarantee opportunities.

Apply for partner early access →

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