It's more important than ever that they are working with the top insurance agent in town that knows the market and how to properly protect their clients. Partner with folks in your community to assist their clients with all their homeowner insurance needs. Share your InsurGrid Link with referral partners to have them refer their clients to you.

Types of referral partners

  • Mortgage Brokers & Loan Officers

  • Realtors

  • Car Dealership Sales Reps

  • School Districts

  • Networking groups - A lot of InsurGrid agents are in networking groups like BNI. These network groups typically meet on a monthly basis and talk about their businesses. There's typically realtors, small business owners, mortgage brokers who participate that you can engage with to drive referrals.

Here are examples of email templates your referral partners can use with your InsurGrid Link:


Thanks so much for stopping by today. SHARE SOMETHING PERSONAL.

I'm excited to be working with you and I'm glad I could help you with your insurance needs as well. I've cc'd NAME who is at AGENCY NAME to assist you in your X needs. He's here to make shopping for a new insurance policy simple, easy, and quick.

The first step to help you with your insurance is to review your current insurance information. Please click the link below to verify your insurance (takes 2 minutes).


Please let us know if you have any questions.

Thank you,


Having trouble finding local Mortgage Brokers or Loan Officers? Sign-up for our free Partner Referral Finder

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