Your Client Needs A Plan That You Don't Sell?
Make it a Win-Win with our Referral Program!
Many Insurance Agents specialize in just one or a few lines of insurance. What happens when a client needs insurance coverage in a line of insurance that an agent doesn’t represent?
Savers has a very successful Referral Program where agents can refer clients to us to help them get insured. We only help them with the lines of business that an agent requests, and they remain the agent’s client.
There is also a referral fee that we pay for any lines of business that we can help the client with including:
- ACA Qualified Major Medical Insurance
- Short-Term Medical Insurance
- Medicare Advantage
- Medicare Supplement
- Life Insurance
- Dental & Vision Insurance
- Supplemental Medical Insurance (Cancer/Critical Illness, Home Health Care, etc.)
What Should A Referral Expect?
Once the referral form is complete, the prospect(s) can expect:
√ A comprehensive health coverage consultation
√ Provided quotes and recommendations
√ Answers to health coverage-related questions
√ To complete an application for coverage
REMINDER: If you are not contracted with the carrier, you are not permitted to make any representations regarding the carrier, the policy benefits and/or applicable rates.
We prefer to walk each customer through the enrollment process to ensure it is completed successfully. If a customer chooses to submit an application themself, please notify us that you referred the customer to Savers. Both Medicare and Non-Medicare Health Insurance customers can access product details and applications through the buttons below.
Referral Form
If you fill out the form below, we will contact the customer directly to get the process started. Contact Cameron Farmer at 336.831.9111 ext. 132, or cameronfarmer@saversmarketing.com with any questions or to get started!