What partner license information should be kept current?

Short answer

Track identity, relevant states and authority, status, verification source and dates, plus expiration where available. A static screenshot without a current recheck process is insufficient for continuing eligibility decisions.

An illustrative example

An agency updates its licensing after renewal.

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

Three facts to prepare

• Current status
• Verification evidence
• Next recheck

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 licensing changes affect active routing eligibility?

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.