Protect Your Clients With Life Insurance With Our Cloud Based Referral Software
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Add your client one at a time or upload up a CSV file & our system will do the rest!
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Use your unique referral link anywhere online
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Powerful in-built tools to help your clients get insured with lightning speed
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Use our powerful, in-built DIY application form with Ai-Insurance Agent
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Add your client one at a time or upload up a CSV file & our system will do the rest!
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Track all your referrals, their stages of application & your revenue!
Access Your Own Private Portal to Refer Clients & Obtain Insurance
Add Your Referrals & Track Everything in Real Time
Track Your Referral Payments & Recurring Revenue
Parner With Us to Protect Your Clients & Get Recurring Revenue for Life.
Our Portal is Free & Automated. Join & Start Referring Today
CASUAL REFERRER
Suitable for advisors who have around 50 clients & want to refer a few clients a month.
ACTIVE REFERER
Suitable for advisors who have around 200 clients & want to refer as many clients as possible.
PROFESSIONAL REFERRER
Suitable for advisors who have over 200+ clients & want to add a serious revenue stream.
What People Say
Mansorul Haque
The short answer is No - You don't have to invest a lot of time at all.
Our system is mostly automated & there are 3 easy ways to refer your clients.
Our portal will do all of the marketing & track everything for you.
A “Client” refers to a person/life insured. A person/life insured with multiple policies or products would be considered 1 client.
Your Client Book would include clients with existing policies who choose to hold their cover and have us act as their Servicing Adviser, these clients are counted toward your Client Book total.
On average, you will see your first referral payment within 30 days .
Clawbacks we receive from an insurer will reduce any referral commission payable.
Average Referral Payment per client refers to the total revenue generated per client, for all products/policies that client may hold. The figures shown are for illustrative purposes, the average referral payment may be more or less and will depend on various factors related to the product(s) a client purchases.
Avg UF = $1500 = 20% $300 = 25% $375
Avg OG = $500 = 20% $100 = $125
Figures not incl. GST
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