Partner program · CPAs, EAs & bookkeepers
You see the exposure in their books. We cover it.
You’re the first to know when a client starts an LLC, hires an employee, buys a vehicle, or takes on a lease — every one of those is an insurance moment. Refer them to us and they get coverage that matches what the books actually say.
Referral moments you see every week
- New entity formations that need GL from day one
- First hires that trigger workers’ comp requirements
- Clients writing off vehicles that aren’t on a commercial policy
- Year-end reviews that reveal uninsured exposure
Insurance paperwork you already touch
Send these along with a referral and we can move immediately:
- Entity formation details for new LLCs
- Payroll summaries when comp is triggered
- 1099 vendor lists that reveal uninsured subs
Two ways to get paid 💸
Commission split
30%
of the new-business commission we receive on policies bound from your referrals — paid monthly, for as long as your license stays active. Custom splits available for volume.
Requires an active producer license for the referred line & state. W-9, license copy, and E&O certificate collected at signup.
Referral fee
$100
per eligible referral — or the maximum your state allows if it’s less. Where the law says a fee can’t depend on a sale, it doesn’t: you’re paid per eligible referral, full stop.
Just a W-9 — required before your first payment. No license, no insurance paperwork.
Referral compensation for unlicensed partners is regulated state-by-state; we administer the program to comply with the law of the referred customer’s state.
The Partner Promise 🤝
Referral programs live or die on trust, so we put ours in writing — it’s Section 7 of the agreement, not just a slogan.
Your client stays your client
We serve the insurance need you sent — we never market your services’ competitors to them or sell their information. Ever.
Fast follow-up
Referrals get a real human response within one business day, and you get told what happened.
Transparent payouts
Monthly statements, monthly payments. You always know what a referral earned.
You get the credit
We tell your client you made this happen. Your referral makes you look good — that’s the point.
How it works
1 · Apply & sign 🖊️
Pick your track, eSign the partner agreement online, and upload your documents — five minutes, no printer.
2 · Send referrals 📨
Email or call your referrals in, or send clients straight to us — just make sure they mention your name.
3 · Get paid monthly 💵
Monthly statement, monthly payment. Splits pay when commissions land; fees pay per eligible referral.
Questions cpas, eas & bookkeepers ask us
When should a new LLC buy insurance?
Before the first client, lease, or employee — GL from day one is cheap; the first contract will demand it anyway.
Can you work from the books?
That’s our favorite referral: revenue, payroll, and vehicle schedules straight from you mean quotes that match reality and survive audits.
Ready when you are.
Apply, eSign the agreement, and upload your documents in about five minutes.
Apply as a Accountants & Bookkeeper partner →