Brokerage / Team Participation Standards

This page sets out organization-level participation standards for brokerages and teams using QuoteFinder.ca. These standards explain expectations for supervision, account access, internal responsibility, quote quality, and team operations on the platform.

Quick summary: Brokerage/team accounts must supervise members, use role-based access responsibly, avoid account sharing, maintain accurate profiles and coverage settings, and ensure quote responses are clear, professional, and compliant with platform rules. Brokerage/team admins are responsible for organization-level conduct on the platform.

Why these standards exist

QuoteFinder.ca supports brokerage/team accounts so organizations can participate in the marketplace using shared workflows, routing, and member roles. Organization accounts create additional responsibility because multiple people may act under one account structure.

These standards help protect consumers, improve marketplace trust, and clarify what QuoteFinder.ca expects from brokerages/teams beyond the general provider rules in the Marketplace Rules / Code of Conduct.

Who these standards apply to

Brokerage/team owners
Admins and managers with account control, billing, routing, or supervision responsibilities
Agents/brokers and staff members using a brokerage/team account
Operations or billing users with access to platform records or team tools

Core organization responsibilities

What QuoteFinder.ca expects from brokerages/teams

Supervision: organizations must monitor how team members use the platform.
Accountability: actions taken by team members may affect the organization account.
Accuracy: organization and member information should be current and not misleading.
Quality: responses should be clear, relevant, and professionally handled.
Privacy & safety: client information and platform controls must be used responsibly.

Team supervision standards

Active oversight is required

Brokerage/team accounts must maintain reasonable oversight of member activity on QuoteFinder.ca. This includes monitoring who has access, how quote requests are handled, and whether platform rules are being followed.

Admin and manager responsibilities

Owners, admins, and managers are expected to supervise marketplace participation and maintain internal controls appropriate for the team’s size and workflow. This includes responding to platform notices, policy warnings, and account issues in a timely way.

Internal escalation and issue handling

Brokerages/teams should have a clear internal process for handling account misuse, customer complaints, misrouted requests, and inappropriate member conduct. QuoteFinder.ca may ask an organization to correct internal issues as part of maintaining account standing.

Account access and account sharing rules

Account sharing rules

Do not share passwords between multiple users.
Do not use generic shared logins where role-based access is available.
Do not keep former staff or contractors on active accounts.
Use individual member accounts and role permissions whenever possible.

Role-based access expectations

Brokerages/teams should assign the minimum access necessary for each member’s role. Billing, routing, team settings, and compliance tools should be limited to users who need those permissions.

Access changes and offboarding

Brokerages/teams must promptly update or remove access when a team member changes roles, leaves the organization, or should no longer have platform access. Delayed offboarding may create privacy, security, and accountability risks.

Responsibility for account activity

Brokerage/team accounts are responsible for activity that occurs under their organization account and member accounts, including quote responses, messages, profile edits, routing changes, and billing actions, subject to platform records and dispute review processes.

Internal responsibility and governance

Organization-level responsibility

A brokerage/team account is expected to manage internal participation responsibly. This includes making sure members understand platform rules, profile standards, communication expectations, and privacy requirements.

Member conduct reflects on the organization

Repeated issues from individual members may affect the standing of the brokerage/team account, especially where the organization fails to supervise, correct, or limit improper conduct.

Use of internal workflows and routing tools

Where routing or assignment tools are available, brokerages/teams should use them consistently and accurately. Organizations should avoid internal practices that create confusion about who is responding, who is responsible for follow-up, or what services the organization actually offers.

Profile and coverage accuracy standards

Organization profile accuracy

Brokerage/team profiles should accurately describe the organization’s service areas, categories, contact details, and platform participation information. Profiles must not contain misleading claims, false affiliations, or inaccurate verification descriptions.

Member profile accuracy

Brokerages/teams should ensure members using the platform maintain accurate individual profile information where member profiles are displayed or used in provider responses.

Coverage and availability settings

Service areas, provinces, categories, and routing settings should be kept up to date. Incorrect coverage settings can lead to poor user experience, irrelevant responses, and marketplace quality issues.

Quote quality expectations (brokerage/team accounts)

QuoteFinder.ca expects brokerage/team responses to be professional, relevant, and clear. Quality standards apply to organization workflows and to the individual members responding under the team account.

What good quote responses should generally include

Clear, relevant response content tied to the consumer’s request
Professional tone and understandable next steps
Accurate representation of what the provider can and cannot do at that stage
No bait wording, placeholder text, or misleading claims
Respect for platform messaging and privacy controls

Quote quality issues that may trigger review

Repeated low-effort or generic responses that do not address the request
Misleading claims about pricing certainty, availability, or coverage before required review/underwriting
Responses submitted by ineligible members or outside stated service areas
Inconsistent team responses that create confusion or contradict profile information
Aggressive or pressuring sales language that violates platform conduct rules

Team-level quality control

Brokerages/teams are encouraged to maintain internal review practices for quote responses, especially where multiple members reply under one organization. Internal standards can improve consistency, reduce disputes, and support better account standing.

Communication standards for teams

Professional conduct

All team members must communicate professionally with consumers and with QuoteFinder.ca support. Harassment, threats, repeated pressure, abusive language, or retaliatory conduct are not permitted.

Use of platform messaging and privacy controls

Where platform messaging, masking, or redaction controls are available, brokerages/teams must use them as intended. Team members must not attempt to bypass these controls in ways that undermine consumer safety or platform trust.

Internal coordination

Brokerages/teams should coordinate internally to avoid duplicate outreach, conflicting responses, or unclear handoffs between team members. Consumers should not be left unsure who is handling their request.

Privacy, data handling, and responsible use

Brokerages/teams must use information received through QuoteFinder.ca only for legitimate quote-related activity and related follow-up connected to the platform interaction, subject to platform rules and applicable obligations.

Not allowed

Using platform-sourced information for unrelated spam or marketing campaigns
Sharing client information internally beyond what is reasonably necessary for service handling
Selling, scraping, or republishing personal information obtained through the platform
Circumventing platform privacy protections or masking controls

See Privacy Policy, Security & Data Retention Overview, and Safety & Fraud Prevention for more information.

Verification, badge use, and representation standards

Use badge language accurately

Brokerages/teams must describe QuoteFinder.ca verification badges and platform trust signals accurately. Organizations must not represent a platform badge as a regulator-issued license or as a guarantee of outcomes.

Organization badge vs individual badge

A brokerage/team verification badge applies to the organization account under platform criteria. It does not automatically verify every individual member. If individual member badges are shown, those badges must be interpreted separately.

See Verified Brokerage / Team Program and Verified Agent Program.

Billing, credits, and internal control standards

Billing accountability

Brokerage/team admins are responsible for monitoring credits, subscriptions, invoices, and billing activity associated with the organization account. Internal responsibility for billing should be clear.

No billing abuse

Brokerages/teams must not abuse credits, payment systems, or billing workflows, including chargeback misuse, duplicate-account workarounds, or other conduct that violates platform terms.

See How We Make Money and Refund / Credits Policy.

Monitoring, audits, and platform review

QuoteFinder.ca may review brokerage/team account activity to maintain marketplace quality, investigate reports, and enforce platform rules. This may include review of account settings, profile content, timestamps, response patterns, and messages where applicable and permitted.

Brokerages/teams may be asked to clarify internal workflows, correct profile/coverage settings, or address repeated conduct issues as a condition of continued participation.

Enforcement for brokerage/team standard violations

Violations of these participation standards may lead to organization-level and/or member-level enforcement, depending on the issue and severity.

Possible action	What it may involve	Example reasons
Warning / corrective notice	Request to correct profiles, routing, access, or team practices	Minor or first-time governance/quality issues
Feature restriction	Limits on messaging, routing, quoting, or admin actions	Repeated quality or supervision issues
Member-specific restriction	Suspension/removal of a specific member’s access	Member misconduct or policy violations
Visibility limitation	Reduced organization/profile visibility or marketplace access	Ongoing quality, accuracy, or compliance issues
Organization suspension	Temporary suspension of team account access	Serious or repeated violations
Removal / termination	Organization account removal from the platform	Fraud, severe abuse, or repeated non-compliance

QuoteFinder.ca may act without prior warning where there is an immediate safety, fraud, impersonation, privacy, or security risk.

How brokerages/teams can maintain good standing

Use individual member logins and role-based permissions
Remove access promptly when staff roles change
Keep organization and member profiles accurate
Maintain current service areas and category coverage settings
Monitor quote quality and response professionalism
Respond to platform notices and correction requests promptly
Train members on privacy, communication, and platform rules

Reporting issues and requesting support

Brokerages/teams that need help with access controls, routing, quality issues, or policy questions can contact QuoteFinder.ca through Contact Us and select the brokerage/team support category.

For complaints, disputes, or enforcement concerns, see Complaints & Dispute Resolution.

Relationship to other policies and terms

These participation standards work alongside the QuoteFinder.ca Marketplace Rules / Code of Conduct and the applicable provider/team terms. Brokerages/teams are expected to follow all relevant platform policies and agreements.

Last updated: February 2026