Referral Program

“ Capture Lost Sales”

Benefits of using IA as a Referral Source

Taking care of clients

Take care of your clients’ needs when they inquire about something outside of your focus, cases you are not comfortable with, do not have the time to handle, or you are not certified to sell. Cases can be referred, and you can still get paid!

Capture lost income

Every referral successfully written generates income to you.

A partner working on behalf of you

Never fear that your client will be stolen. We work on “behalf of you” as if we were a department of your agency. We have dedicated, non-competitive agents ready to assist you.

Leverage your time

During crucial times such as AEP or Open Enrollment you may not have time for the one-off life sale. Instead of delaying or stretching yourself thin, we can handle the sale for you.

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.

Submit a Referral

Submit referral providing base information.

Schedule A Meeting

New agent or current, schedule a call with Insurance Advisors to discuss your goals and how we can help.

Contact Us

Call us or send a message.