You Get Money, We get clients, they get capital.

Scroll Down for Form

3 Easy Steps


1) Sign and return the "Referral Partner Agreement"

If you are a new Referral Partner, simply sign and return the Referral Partner Agreement to or fax to (866) 722-1602. Once we receive the signed agreement, we will provide you with your unique Referral Partner ID code.

2) Refer Your Friends and Colleagues

Do you know independent insurance agents who could use some extra capital? Refer them through the simple form below. Be sure to include your unique Referral Partner ID to ensure a swift payment of your referral fee.

3) Let Us Take Care of the Rest

After you submit a referral, we will contact them to see if they are a candidate for our services. When we complete a transaction with them, we'll pay you a percentage of the transaction price.

Referral Agreement