For insurance brokers and agents

See what your clients get, before you refer a single one.

Book a call with our partner team. We'll show you how illumend helps your clients, walk through how the referral works, and answer the cost question up front.

Nothing to prepare. No client data needed.
You won't have to sell anything. Our team handles that.
Built by the creators of myCOI, on 16 years of compliance.

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Every question answered before you refer anyone.

What happens on the call

What you'll actually see.

We start with how you work and end with the two answers you need before you'd ever put your name on a referral.

1

We learn how you work

Your book, your clients, and the compliance questions that keep landing on your desk. We start there.

2

Lumie, on a client like yours

Watch it read a COI, check the endorsements against the contract, and flag the gap. On our screen, on a book shaped like your client's.

3

How the referral works

Your unique link, your co-branded page, and exactly what your client sees when they land on it.

4

The cost answer, up front

Monthly and annual plans, priced by the number of agreements monitored. You'll leave knowing the number and the discount you can pass on.

The partner program

We set you up, then get out of your way.

Send us a logo and we'll build the rest. Most partners are live inside a week.

Book your partner demo

A co-branded landing page

Your logo, your link. Clients land somewhere that looks like it came from you, because it did.

A one-pager for the ones who read

Our design team builds it. You send it to the clients who'd rather take something away than sit through a call.

A referral-only client discount

Something you can put on the table that the broker down the street can't.

Credit for every referral

Your link tells us where it came from. You'll never have to remind us, and twenty referrals unlocks seasonal partner rewards.

Cleaner renewals

Fewer carrier questions and fewer emergency email chains, so you can go into renewal with a better premium to offer.

Zero operational overhead

We handle onboarding, setup and support. Your name is on the introduction, not the implementation.

Clear roles, simple handshake

Send the introduction. We'll take it from there.

What you do

01
Notice a client is drowning in compliance paperwork.
02
Share your link, or send the one-pager.
03
Go back to the work you'd rather be doing.

What we do

01
Learn their workflow and show them the software that fits it.
02
Find a time that suits them, and keep it pressure-free.
03
Handle onboarding, setup and support from there.

Your client gets a smoother experience. You get fewer interruptions.

When to refer

You'll know a good fit when you hear one.

These get said casually, usually at the end of a call. They're the strongest signal you'll get. Your clients think this is normal, it's anything but. You can be the one to show them there's a better way to manage insurance compliance.

"We're using a mix of email, excel and folders to keep track."
"I think we're compliant, but I'm not totally sure."
"We spend a ton of time calling and emailing vendors to get their COIs."
"This worked when we were smaller."
"I'm not sure we're ready for an audit."
"After the re-org, I was asked to manage compliance."
If you hear any version of these, that's the moment to say:
"I know a team that helps clients organize insurance compliance. Want an intro?"

Award-winning AI, built on 16 years of compliance.

illumend comes from the team behind myCOI, who ran managed insurance compliance for sixteen years before building illumend. Lumie, our AI, reads every line of a COI and the endorsements behind it, checks them against the agreement, and says why it passed or didn't.

2026 Globee Awards for AI

Silver Winner and Best of Category, AI-Native Transformation of a Legacy Product.

2M+

coverage gaps flagged before claims

45M+

documents reviewed

1.2M+

agreements managed

750K+

third-party partners cleared

Questions insurance brokers ask us.

Do I have to sell illumend?

No. Send the introduction and our team takes it from there. If a client asks you something first, we'll give you the talking points.

What does it cost my client?

There are monthly and annual plans, priced by the number of agreements we monitor. We'll give you the number on the call, along with the referral discount you can offer.

How soon can I get started?

Send us a high-resolution logo after the call and our design team builds your landing page and one-pager. Most partners are referring inside a week.

Why should I trust the AI?

Because it shows its work. Every decision comes with notes explaining why a partner is or isn't compliant, so nobody has to take it on faith, you included.

My client tracks more than 10,000 COIs. Can you help?

Yes. Volume is where the difference shows most, because that's the point a manual process stops holding.

Does this put my relationship at risk?

It's a value add, not a pitch. We're not in the insurance business and we don't quote coverage. You stay the advisor.

One call, and you'll know whether this is worth your clients' time.

That's the whole ask. Bring the client that keeps asking you insurance questions, and we'll show you what happens to those questions.

Book your partner demo