“ Capture Lost Sales”
Benefits of using IA as a Referral Source
How it works
You Set it Up
We Handle the Rest
For Referral & Warm Introduction – *40% of the sale!
Program Notes:
Sales can be made in-person or online
If we have an enrolling agent in the area we can do an in-person sale with the client although we are finding most of our sales to be completed online. This allows us to effectively sell on behalf of you, across the country.
Is there a minimum case size that you will take?
We do not have a minimum case size currently as we want to support you fully.
Referring agents are paid in 2 ways
1. If you are not licensed or certified for a specific line, Insurance Advisors will pay you direct.
2. If you are not licensed / certified for the specific line we will pay you directly ourselves for your portion of FYC (no renewals). Referral payments are made after the policy is inforce (to avoid chargebacks) and the balance due has reached our minimum of $50.00.
Yes, you get 40% of the case for most sales
For Medicare Advantage we pay a one-time referral payment of $100 per client.