Referral Partners
Insurance Partnership for Real Estate Professionals
We work with CPAs, real estate agents, property managers, lenders, and attorneys who serve real estate investors and property owners.
Who We Partner With
- Real estate agents and brokers
- Mortgage lenders and DSCR lenders
- CPAs and bookkeepers serving real estate investors
- Property managers
- Real estate attorneys
- Investor groups and meetups
What Makes a Strong Referral
- Rental property owner or investor (1 or more properties)
- Income-producing property owner
- Business owner with commercial property or liability exposure
- Client who values guidance over lowest price
- Client in Oregon, Washington, California, Idaho, Nevada, Utah, Arizona, Colorado, Wyoming, or Montana
What Happens When You Send a Referral
- 1We review the situation and confirm whether it's a fit.
- 2If it fits, we handle the intake and quote process — you don't have to manage it.
- 3We keep you informed if the referral relationship warrants it.
- 4We don't take referrals that don't fit and create a bad experience for your client.
What We Don't Do
- We don't quote every risk regardless of fit
- We don't promise the cheapest price
- We don't create high-touch service expectations we can't deliver
Ready to send a referral?
The fastest path is to introduce us directly or share what you know about the client's situation.
Let's work together.
Send us a client situation and we'll tell you quickly if it's a fit.