Referral tracking is the backbone of a trustworthy referral program. Partners need to know that introductions they make will be attributed to their account, that policies placed from those introductions will generate fees, and that the monthly statement they receive accurately reflects their referral activity. IPA's tracking infrastructure is built to provide exactly this level of confidence.
How IPA's Referral Tracking Works
Link-based tracking: Every click on your personalized referral link is captured and tied to a tracking record. When a client completes a policy through IPA after clicking your link, the policy is automatically attributed to your account.
Attribution window: Insurance buyers don't always purchase immediately. IPA's attribution window — typically 30–90 days — ensures that clients who research and return to purchase within the window are still credited to you.
Direct referral logging: In-person introductions that don't go through a link can be logged by notifying IPA's partner team. This ensures that face-to-face referrals — often the highest-converting type — are captured and credited.
Monthly reconciliation: Before monthly statements are finalized, IPA reconciles all referral activity against placed policies to ensure every earned fee is captured. Partners receive statements that accurately reflect the month's referral income.
What to Do If You Spot a Tracking Issue
If you believe a referral placed a policy but it's not reflected in your monthly statement, contact IPA's partner success team with the referral details: the client's name, approximate date of introduction, and how the referral was made (link vs. direct). IPA will investigate and correct the attribution if warranted. IPA's policy is to resolve all tracking disputes within 10 business days of notification.