Mi Vista partner program

For insurance agents

Be the name your clients see before every renewal.

Mi Vista remembers the details of a busy life, on iPhone, the web, email and text. Give your clients a Policy Pack: renewal and coverage-review reminders, signed with your name. Your first month is free.

Book a 15-minute call Sign up as a founding partner

The 60-second version

How it works

1
Send one email
We write it with your team: your name, your logo, your license number. You send it to your clients.
2
Clients add their dates
They tap the link, pick their auto, home or renters renewal dates, and the pack lands in Mi Vista.
3
Reminders arrive, signed by you
30 days before each renewal and 45 days before a coverage review with you, every year.

What your clients get

A Policy Pack that keeps their coverage current, so they never miss a date and always have time to review it with you.

Auto policy renewal30 days before, every year · from you
Home or renters renewal30 days before, every year · from you
Coverage review with you45 days before renewal · from you
Life changes check-inNew car, driver or remodel, every 3 months · from you
Home inventory photosEvery year · from you
Beneficiary reviewEvery year · from you
Smoke and CO detectorsEvery 6 months · from you

Why agencies use it

Your name, all year

Every reminder in the pack is signed with your name and agency, on your clients' iPhones or by email and text.

Earlier renewal conversations

Clients hear from you 30 to 45 days ahead, with time to review, compare and choose the right coverage.

The first call at renewal

When a renewal or a life change comes up, your name is the one already in front of them.

Real value for every client

Mi Vista also keeps their bills, appointments and birthdays in one calm place, so the pack is a gift, not a pitch.

Private by design

You see counts: how many clients opened and added the pack. Never their reminders, dates or details.

Done with your team

We write the client email and in-app messages with your agency, and add your license number. You approve and send.

Launch and founding partner offer

Try the Policy Pack free for your first month. Then give your best clients Mi Vista Plus as a gift from you, with the referral program and your partner dashboard built in. Our first three agencies get Partner Plus free for three months as launch partners. After the free month, founding partners pay $19 a month for the Policy Pack or $29 for Partner Plus (normally $29 and $49), locked for 12 months.

Let's set it up for your agency

Book a 15-minute call, or sign up and we'll take it from there. Your first month is free, with no contract.

What does it cost?: Your first month is free, with no contract. After that, the Policy Pack is $29 a month ($19 for founding partners, locked for a year). Partner Plus, which adds Mi Vista Plus as a gift for up to 100 clients plus the referral program, is $49 a month ($29 founding). Our first three agencies get Partner Plus free for three months. Your clients never pay anything.
What do you need from us?: Your logo and name, your license number, and 20 minutes with whoever sends your client emails. We do the rest.
We're a captive agency. Can we join?: Yes. Many carriers ask agents to approve client-facing materials first. We'll give you everything in one packet to submit.
Can we see our clients' reminders?: No. You only see totals. Clients can remove your name, or the whole pack, at any time.
Do clients need to know their renewal dates?: No. Your team already has them, so we pre-fill each client's dates from a simple list you send us (or your email merge), and clients just tap Confirm. Anyone unsure can snap a photo of their policy card and Mi Vista reads the date.
Do clients need an iPhone?: No. The app is on iPhone, and anyone on Android or a computer uses themivista.com in their browser, and can add it to their home screen. Reminders also arrive by email and text.
What's the referral program?: Part of Partner Plus: a simple in-app way for happy clients to refer friends and family to you, with a thank-you you choose. Included for founding partners.