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Frequently Asked Questions

How does the referral program work?

We explain that current clients can refer new clients to your life insurance brokerage. Once the new client’s policy is approved, both the referrer and the new client receive incentives — making it a win-win for sharing protection with the people they care about.

Is there a risk to participating in the program?

There’s no risk because no ad spend is involved. If the referral program doesn’t bring in new clients, the only effort was sending an email to your existing policyholders.

The worst outcome? No referrals—not losing money like you would with paid advertising campaigns that often deliver uncertain or low returns.

This makes it a low-risk, high-reward strategy that maximizes your marketing budget by leveraging your most valuable asset—your happy clients.

How do you track referrals and conversions?

We use CRM integration to track each referral from submission to conversion, providing transparency and allowing companies to monitor real-time progress.

How does this program benefit you?

Our referral program helps life insurance brokers achieve an average increase of 5% to 15% in new policy sales, based on documented results from referral-driven marketing in financial services.

Leveraging referrals provides a cost-efficient and lower-risk growth strategy compared to traditional advertising, allowing you to expand your business without upfront ad spend and with higher-quality client acquisition.

Ease of implementation

Getting started is effortless—simply send the prepared email to your existing clients, and we handle the rest. From building a custom landing page to tracking every referral, we take care of all the technical details, making the process smooth and completely hands-off for you.

Why choose referrals over ads?

Referrals provide a more cost-effective and reliable growth strategy than traditional advertising. With ads, you pay upfront with no guarantee of results—often risking money for low-quality leads or no sales.

Referrals, on the other hand, are performance-based: you only pay when a new client actually signs a policy. These referred clients have a higher close rate, greater loyalty, and frequently refer others themselves—creating a sustainable, compounding growth cycle.

Plus, both the referrer and the new policyholder receive rewards, keeping them engaged and satisfied, which further boosts retention.