Not offering a product your client needs?
With so many complexities in the Life and Health insurance marketplace, many agents and financial advisors are not able to provide coverage options to their clients and prospects. We partner with our agents to assist their clients and prospects with obtaining comprehensive Life and Health insurance through our Referral program with our Integrity partner, Savers Marketing.
If you are not contracted directly with a specific carrier, or if you do not offer a certain Life or Health insurance product, consider referring your clients to us, and we’ll guide them through the process. You make the introduction, and we will do the rest! And when the policy is issued you will receive a compensation referral fee.
Worried about losing your client to another agent? Take that worry off your list. Your client remains your client. We're simply here to help them get the coverage they need, if you cannot provide it for them.
Referral Lines of Business:
If you are not contracted directly with a specific carrier, or if you do not offer a certain Life or Health insurance product, consider referring your clients to us, and we’ll guide them through the process. You make the introduction, and we will do the rest! And when the policy is issued you will receive a compensation referral fee.
Worried about losing your client to another agent? Take that worry off your list. Your client remains your client. We're simply here to help them get the coverage they need, if you cannot provide it for them.
Referral Lines of Business:
- ACA Major Medical
- Medicare Advantage
- Medicare Supplement
- Short-term Medical
- Life Insurance
- Dental, Vision & Hearing
What Should A Referral Expect?
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Once the referral form is complete, the client(s) can expect:
REMINDER: If you are not contracted with the carrier, you are not permitted to make any representations regarding the carrier, the policy benefits and/or applicable rates. We will walk each client through the enrollment process to ensure it is completed successfully. If a client chooses to submit an application themself, please notify us that you referred the client to us. |