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Referral Program

Your referrals mean the world to us.

We work hard to earn each referral with great service and appreciation for your business every day. As our way of saying thank you, we have a referral program that allows us to give back to you and to our community. We love supporting the charitable efforts in our community, so we’ve tied referrals and charitable giving together

Here is how it works:

For every referral, we receive we will donate $10 to the charity of the quarter. Subject to a $1,000 maximum.

What qualifies as a referral? A referral is when we are contacted for a quote from someone saying you referred them to us.

The charity for the third quarter of 2022

July 1, 2022 – September 30, 2022

Alzheimer & Parkinson Association

of Indian River County

Learn more at: alzpark.org

The charity for the fourth quarter of 2022

October 1, 2022 – December 31, 2022

United Against Poverty

Indian River County

Learn more at: unitedagainstpoverty.org

The charity for the first quarter of 2023

January 1, 2023 – March 31, 2023

Samaritan Center

Learn more at:

United Way of Indian River County Logo The charity for the fourth quarter of 2023

April 1, 2023 – June 30, 2023

United Way of Indian River County

Learn more at: unitedwayirc.org

That’s it! For your referral to count, the person you refer doesn’t have to purchase a policy from us. So you still get credit for the referral even if we’re not competitive or they choose to purchase from another agency.

Our referral program is open to anyone, whether they are our client or not.

Thank you for your referrals! They’re the highest compliment you can send.


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