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Agents & brokers · QUESTION GUIDE

What should a partner do after accepting a customer opportunity?

Short answer

Respond promptly within the applicable process, respect permitted contact and record accurate outcomes. Acceptance should mean the agency is available and capable, not merely reserving customer information.

An illustrative example

An agency accepts a request but has no staff available.

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

Three facts to prepare

  • Response owner
  • Permitted channel
  • Next action

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

Who will make the timely professional contact for this request?

Use current offer status, applicable agreements and the customer's actual permission. Free participation does not authorize resale, unlimited follow-up or unrelated use of information. Prioritize prompt professional service, accurate records and stop-contact requests; use support when an issue requires investigation or operational action.

Sources and scope

  • LunarQuote privacy notice

    The published privacy notice. Use the designated support process for a request or complaint; this guide is not an independent legal review of the notice.

  • 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.

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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