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    • Contracting Tools
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  • Products & Carriers
    • Carrier Selection
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  • Quoting & Technology
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    • Quoting Tools
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    • Marketing Program
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    • Social Media
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      • Consumer Website Quoting Tool
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    • Education & Training
    • Referral Program
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    • Contact
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​REFERRAL PROGRAM

​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 Program Lines of Business

ACA Major Medical

Short-term Medical
Medicare Advantage

Life Insurance
Medicare Supplement

Dental, Vision & Hearing

​What Should A Referral Expect?

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Once the referral form is complete, the client(s) can expect:
  • A comprehensive Health/Life coverage consultation
  • Provided quotes and recommendations
  • Answers to Health/Life coverage-related questions
  • To complete an application for coverage

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.

Referral Process

Please download the Referral Program Statement of Understanding.

​Complete the form and email it to the address at the bottom of the form or upload it via our secure file transmission. 

​
If you have any questions, please reach out to us.
Statement of Understanding

    Secure File Transmission

    Max file size: 20MB
Submit

Connect

800.928.4998
919.489.3600
​919.419.0401 (fax)

info@tbrins.com

​
1480 Chapel Ridge Road
Suite 200
​Apex, NC 27502

Products

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Dental, Vision & Hearing
Hybrid Life & LTC
Life & Annuities
​
Long-term Care
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Medicare Advantage & Prescription Drug Plans:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
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