Realtor-Insurance

Partnership Program

Unlock More Value for Your Clients

Without an Insurance License

Seamlessly integrate home insurance into your real estate services and earn referral fees while enhancing client experience.

A Simple Way to Expand

Your Services & Increase Your Income

Welcome to a groundbreaking opportunity designed specifically for realtors who want to elevate their client service without the need for an insurance license. This partnership bridges the gap between real estate and insurance, allowing you to offer your clients a complete, seamless experience.

By partnering with a trusted insurance agency, you can provide your clients with the protection they need while focusing on what you do best--helping them find their dream home. This partnership is built on trust, professionalism, and a shared commitment to exceptional client care.

Program Advantages

Ensure clients get the

best home insurance options

Refer and Earn

Strengthen your reputation as a

full-service real estate professional.

Meet The Expert

Cynthia Scott

Insurance Professional

"Home insurance is the final step in closing on your new home, but understanding

the right coverage can be overwhelming. I make the process simple by providing expert guidance, ensuring you have peace of mind knowing your home is protected."

How It Works

Fair & Transparent

Referral Fees

Receive a referral fee for every successful policy.

No licensing required—simply refer and track your earnings.

Sample Agreement Download Button

Effortless Referrals in

Just a Few Steps

(Step-by-Step Referral Process)

Identify a Client – When your client needs home insurance, introduce them to our trusted agency.

Submit the Referral Form – Fill out a simple form with their details

Warm Handoff – Send a quick intro email or call to connect them with an insurance specialist.

Track the Status – Monitor referrals through your personal dashboard list.

Earn Referral Fees – Once the policy is finalized, you receive your referral feed.list.

Why Choose Us

We Help You Succeed

Training sessions on how to introduce insurance seamlessly

Dedicated support to answer questions.

Regular performance updates

Easy-to-Use Marketing Materials

Customizable email templates for client outreach.

Pre-designed social media graphics and posts

Printable brochures to hand out at showings

Home Insurance & Maintenance Tips

Home Insurance Checklist

for New Homebuyers

Home Insurance

Maintenance Planner

Dwelling Coverage:

Ensure the policy covers the full cost to rebuild your home in case of a total loss.

Personal Property Coverage:

Take inventory of your belongings and choose coverage that adequately protects your furniture, electronics, and personal items.

Liability Protection:

Confirm that your policy includes liability coverage for injuries or damages that occur on your property.

Additional Living Expenses (ALE):

Check if the policy covers temporary living costs if your home becomes uninhabitable.

Deductible Options:

Choose a deductible that fits your budget and financial comfort level.

Flood and Earthquake Coverage:

Determine if you need additional policies for natural disasters not covered by standard home insurance.

Discount Opportunities:

Ask about discounts for security systems, bundling with auto insurance, or being a new homebuyer. on what section can i include this informations.

Spring:

Inspect the Roof: Check for missing or damaged shingles and fix any leaks.

Clean Gutters: Remove debris to ensure proper drainage.

Check Siding and Paint: Look for cracks or peeling paint and repair as needed.

Service HVAC System: Replace filters and schedule a professional check-up.

Summer:

Inspect and Clean Decks: Check for loose boards and re-seal if necessary.

Test Smoke and CO Detectors: Ensure all detectors are working properly.

Trim Trees and Shrubs: Keep branches away from the house to prevent damage during storms.

Inspect Plumbing: Check for leaks and insulate exposed pipes.

Fall:

Clean Gutters Again: Remove fallen leaves and ensure downspouts are clear.

Check Windows and Doors: Inspect seals and caulking to prevent drafts and water damage.

Service Heating System: Have a professional tune-up before the cold weather hits.

Inspect the Chimney: Clean and check for any blockages or damage.

Winter:

Protect Pipes: Ensure pipes are insulated to prevent freezing.

Check Insulation: Make sure your attic and walls are properly insulated.

Test Sump Pump: Ensure it’s working to prevent basement flooding.

Monitor Ice Dams: Keep your roof clear of snow to avoid ice dams and leaks.

Frequently Asked Question

How does this partnership work?

This partnership allows real estate professionals to refer their clients to a trusted insurance agent, ensuring they get the right coverage while earning a referral fee. You simply submit a referral, and we handle the rest!

Do I need to be licensed to refer clients?

No, you don’t need an insurance license to make referrals. Your role is simply to connect your clients with a trusted insurance professional.

What types of insurance do you offer?

We provide homeowners insurance, renters insurance, and other property-related coverages tailored to homebuyers' needs.

How do I submit a referral?

It’s simple! Just fill out the [Referral Form], introduce your client to the insurance agent, and track the status in our system.

What’s in it for realtors?

As a realtor, you add more value to your clients by helping them secure affordable and reliable insurance. Plus, you earn a referral fee for every successful policy issued.

How do I get paid?

Referral fees are processed [insert timeframe] after the policy is issued. Payment options include [bank transfer, check, PayPal, etc.]

Is there a contract or commitment required?

No long-term commitment! You can refer as many or as few clients as you like. However, we do provide an optional agreement to ensure clarity on expectations.