FAQ
Who can Benefit from this program?
The program is designed for Retail Lenders who, as part of their normal course of business, have clients in need of homeowners insurance. Our ideal partner is currently doing 3+ deals per month and looking to grow.
Who is this NOT for?
The program is not designed for Private Lenders, Credit Unions, or real estate agents.
What is the Lead Quantity and Quality?
Each partner receives 1-3 leads per week, and we aim to get you at least 1 extra deal a month from these leads. Our marketing efforts are currently generating a strong flow of leads, and while our average is currently over 3 leads per week, we prefer to under promise and over deliver. Rest assured; you can expect a consistent flow of exclusive mortgage leads to help grow your business. The Loan Officers with the best results from our leads are the ones who have processes in place to follow up within minutes of a new lead coming in.
What is your Lead Generation Process?
Our marketing team generates leads on our own website. They’ve been doing this successfully for 7 years. Customers fill out a detailed survey questionnaire, providing information about their housing situation, purchase timeline, price range, real estate agent status, and credit score range, and then they provide their contact information with the intent that someone will reach out to them to discuss their situation. We don’t sell these leads; they are exclusively for our loan officer referral partners. Each lead gets assigned to 1 loan officer, so they are exclusive to each loan officer as well.
How will I Receive the Leads?
Our marketing team will reach out to you and get you set up for leads after your first referred client gets a homeowners insurance quote from us. You will then start to receive them via email and/or text.
Is it ok if I operate in Multiple States?
Yes, we are a national agency, so you can operate in multiple states. However, there are some states we don’t work in due to industry challenges. We don’t provide services in FL, TX, CA, and coastal properties on the east coast. We typically start free leads in the state where the loan officer is located, but we can accommodate specific state requests.
Which Insurance Carrier do you represent?
We work with our #1 insurance carrier, Safeco, which is part of the Liberty Mutual family of companies. We’ve been in partnership with Safeco for over 25 years, and they provide the best products and services in the industry. Safeco’s teams are available on weekends and late into the night, ensuring timely service for your customers. Safeco Insurance is a national carrier and rated A (Excellent) by AMBest.
What Type of Insurance does your agency offer?
We offer auto, home, life, and commercial insurance. We usually start with home insurance and then inform the customer about the savings they can receive by bundling auto and home policies with the same carrier.
How do I get Started with the Referral Program?
It’s quick and easy. Follow the link provided on this page to our Referral Program sign up page. Just enter your name, email, and phone number. Once completed, you’ll be officially signed up for our referral program.
How do I Submit Referrals?
After signing up, you’ll gain access to our online portal. Here, you can easily enter your customer’s name, phone number, and property address. Once you hit submit, the referral is tied to you. Our sales team will then reach out to your customer, typically within 5 minutes, and provide a quote over the phone.
You also have the option to text or email your unique share link directly to your customer, allowing them to enter their information themselves. This flexibility ensures a smooth and convenient process for both you and your customers.
What if I want to get More Leads than what you provide?
We’ll set up a 60-day check-in once we start the leads. At that point, we can discuss further lead expansion opportunities and what makes sense for your business.
Join the #1 Referral Program For Free
Tailored specifically for Loan Officers and Real Estate Agents. See how we can fuel your growth for FREE.