Hurry, this price will not last long!
Have you ever referred business to another insurance agent because, either:
- You are not licensed in the state,
- You do not offer the product type,
- You are not competitive and would lose the customer?
And even worse, you refer the client and the receiving agent takes your other lines of business with him!
Sound familiar? How many times have you referred out expecting compensation and don’t even get a “thank you?”
If you can relate, you will love our Agent-to-Agent Referral System!
- Gives you an easy to use and automated referral system to find quality agents who will take care of your clients.
- Set parameters for each referral and require acceptance before your client information is transferred to the receiving agent. You can determine agreed compensation (or free), expectations of solicitation of additional lines, etc…
- Referrals are retained in the system and you will see which are written, and which are not.
- Payments can be automatically generated through the system (if desired),
- 1099’s are generated if referrals payments generated over $600 annually.
And best of all, you establish great relationships with referral partners eager to help you grow your agency!
This program is being rolled out in September 2018. The first 100 members who enroll will receive this entire system for only $5 per month! That’s right, only $5 which will last as long as you keep your account active and will never increase. Expected monthly memberships after the first 100 members will start at $300 per year.
By the way…this system works great with your local business partners as well!