Referrals
Know someone who needs this sorted out?
Most of our work comes from people who sent us someone they cared about. If that is you, here is the easiest way to do it.
How it works
01
Tell them first
A call they are expecting goes far better than one they are not. Give them a heads up before you send the details.
02
Send us the basics
Name, the best way to reach them, and one line about what they need. That is enough.
03
We take it from there
A licensed agent reaches out, and we tell you it happened. If they already have coverage that fits, we say so and leave it alone.
What we will not do
- Pressure them. If what they have already works, we tell them to keep it.
- Add them to a marketing list. One conversation, not a sequence.
- Sell or share their information with anyone.
- Make it awkward for you. If it is not a fit, that is the end of it.
Send us a referral
Takes about a minute. We will let you know once we have reached out.
Or introduce us directly
Some people would rather just make the introduction
If that is easier, put us on an email or a group text together. That works just as well, and it usually goes better because the trust transfers with you.