Short answer
Keep private account records, customer information, credentials and confidential terms restricted. Public educational guides should describe processes without exposing operational secrets or another agency's records.
An illustrative example
A partner considers posting an account screenshot.
This is a hypothetical situation, not a real customer outcome or a coverage determination.
Three facts to prepare
- Sensitive fields
- Public purpose
- Safer summary
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
What can be shared publicly without exposing restricted information?
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
- Texas Department of Insurance: agent license lookup
Official directions for checking Texas agent or adjuster records. It does not verify another state's authority or establish product access.
- LunarQuote marketplace disclosures
The marketplace's stated role and limitations. Current agreements, verified eligibility and request status govern actual participation.
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.
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 →