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HELPING INSURANCE AGENTS TRANSITION TO INDEPENDENCE

REFER BUSINESS & BUILD A BOOK

  • Create a new line of business revenue by monetizing your existing clients

  • Send us insurance business you are unable to write & we will do all the work

  • We compensate you & service the clients

  • Receive monthly renewal commissions

  • Transition to independent anytime & you will have a book of business to take over

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START AN
INDEPENDENT AGENCY 

  • Have a network & proven history of growth and profitability? Let's have a conversation

  • We provide a proven path to build a successful independent agency 

  • Want to eliminate the financial pain of starting an independent agency? Let's Talk

  • Up to $100,000 in forgivable financing available

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INSURANCE REFERRAL PARTNERS

Stop turning away potential customers and losing money because you're not competitive or do not have the right markets.  Our referral system helps you write and retain more customers & provides you compensation you're not receiving

NO COMMITMENT

Insurance agents have enough on their plate to worry about more commitments and production pressure.  Our team of agents will manage the sales, service and retention of your clients while you share in the revenues generated.  You submit the leads and we take care of the rest.

ANONYMOUS

Already a Captive or Independent insurance agent?  No problem.  We work with hundreds of insurance agents annually to help them find their clients coverages they cannot provide.  The insurance appointments are always in our name and we don't share our partners information with others.

TRUSTED PARTNER

We are seeking a long-term relationship with our referral partners which requires us to put profitable business on the books and keep it there.  We only offer insurance products that our referral partners want us to write.  We will never pursue other lines with your clients without your advanced permission.

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THE REFERRAL PROCESS

ACCESS THE REQUIRED FORMS

Click Here to submit contact sheet and agreement to get started.

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SUBMIT THE DOCUMENT

After we receive the contact sheet and agreement you will receive a call from our program manager to briefly explain the process and next steps.

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LET'S MAKE SOME MONEY

You will receive a link to a lead submission form and a document needed to setup your account for payment.  Let's get started!  

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REFERRAL PARTNER COMPENSATION

PREFERRED COMMERCIAL LINES

25% NEW BUSINESS SPLIT

25% RENEWAL BUSINESS SPLIT

PREFERRED AUTO / HOME

25% NEW BUSINESS SPLIT

25% RENEWAL BUSINESS SPLIT

EXCESS & SURPLUS (E&S)

25% NEW BUSINESS SPLIT

0% RENEWAL BUSINESS SPLIT

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