Choose from 3 different referral form styles!
Referral Form
**DEMO ONLY**
This referral form comes as a 1 page PDF. The top highlights our products and what your clients can expect from our insurance coordinators and the bottom portion of the form is the information needed for us to provide a quote.
How does it work? This form works best when you can tell the client briefly about our service. Instruct them to complete the fields on the bottom and return the form to you if they'd like a quote. Let them know someone from our office will be in contact with them soon to go over their options. If the waiver is signed, file it as your proof that insurance was offered. |
E-Referral
**DEMO ONLY**
This referral form comes as a 2 page PDF. The front page informs your clients about who we are, what we offer and what they can expect from us. This pdf package should go out to your client at the time of signing. Great for clients who you don't see face-to-face!
How does it work? Clients are instructed to click the link on the bottom to request a quote or print off and sign the waiver to decline coverage. If the waiver is signed, file it as your proof that insurance was offered. Once the client completes the web form both you and our service center are informed by email. Your client will be instructed that we will be in touch shortly. |
Referral Form Package
**DEMO ONLY**
This referral form comes as a 2 page PDF and is the most informative. It combines our information cover sheet and a simplified version of our referral form. Clients will get a good sense of what we offer and what they can expect from our insurance coordinators.
How does it work? This forms works the best for clients who are not engaging in any conversation about insurance with their clients. The insurance package does everything for you! Once a client completes it and sends it to you, forward a copy to us and we will take the reigns from there. If the waiver is signed, file it as your proof that insurance was offered. |