IPA Referral Partner Portal

Welcome to the IPA Referral Partner Portal! Here, you'll have access to tools to help you refer clients, build new partnerships, and grow your business. Everything you need is right here, and we're here to guide you every step of the way. Check out the different sections below.

Insurance Has Never Been This Easy

At Insurance Pro Agencies, we’ve partnered with VIU by HUB to provide your clients with personalized insurance options. Whether it’s auto, home, renters, or condo insurance, your clients will have access to quick, neutral advice and competitive quotes from over 50 top-rated carriers.

By using your unique insurance rater link, your clients can easily compare quotes, choose the best coverage, and complete the process in just a few clicks. Plus, you’ll earn rewards from Insurance Pro Agencies for each referral that leads to a completed quote.

Key Benefits for Your Clients:

Quick Quotes: Your clients can shop online and compare insurance quotes in seconds.

Personalized Coverage: They can easily adjust their coverage to suit their specific needs - today, and tomorrow. Expert Support: For those who prefer speaking to an advisor, they can call the VIU by HUB Advisory Team at 833-643-2691 from Monday - Friday 8 a.m. to 9 p.m. ET.

Please Note: If your client calls VIU by HUB directly without starting the quote from your unique insurance rater link, you will not receive credit for that referral.

How It Works:

Submit an Insurance Referral: Simply fill out the referral form for each client you’d like to refer. Once submitted, we’ll automatically send them a text and email with your unique insurance rater link. This ensures their quote is tracked as your referral, and you’ll earn rewards for each successful quote.

Follow-up: Encourage your clients to use the link to complete the process online, as this allows you to earn rewards and to ensure they get their policy in a timely manner.

Earn Rewards: Insurance Pro Agencies is giving a $50 gift card for every 5 referrals who complete a quote.

Submit Your Insurance Referral Here:

To get started, simply submit your insurance referrals using the form provided. We’ll handle the rest by sending your clients both a text and an email with your unique insurance rater link. It’s good practice to give them a heads-up so they know it’s coming and what to expect.

Client's First Name

Client's Last Name

Client's Cell Phone *

Email *

Client's Estimated Closing Date or Needs Policy by:

I confirm that my customer has been informed and agrees to receive communications via text message from Insurance Pro Agencies (IPA) regarding insurance quotes, services, and updates. The customer understands that message and data rates may apply and that they can opt out at any time by replying 'STOP' to any text message.

See how VIU by HUB's Consumer Quoting Tool Works:

FAQs:

What are the benefits of using the insurance referral system?

Your clients get access to the top carriers, 50-state coverage, an award-winning customer experience, save time, and potentially save up to 26%.

How do I earn gift cards for referrals?

For every 5 successful insurance referrals, you will earn a $50 gift card. There’s no limit to how many gift cards you can earn.

How does IPA reach out to clients?

We’ll contact your clients via email and text to ensure they receive their insurance quote quickly and efficiently. In the Resource Section, you can check out an example email for each of the different customer/referral partner outreach campaigns.

When are insurance agents available to help my customer

Monday - Friday 8 a.m. to 9 p.m. ET

Refer an Existing Referral Partner

Help your referral partners benefit from the IPA system! Enter their details below, and we’ll reach out to help them grow their business.

Which will only help in growing your business as well and strengthen your existing referral partnership! It's a WIN-WIN for everyone.

Get Your Existing Referral Partners onboarded with IPA Here:

First Name *

Last Name *

Email *

Page Source

I confirm that I have the necessary consent from my referral partner to submit their information to insurance pro agencies. I understand that this information will be used solely for the purposes of evaluating and potentially establishing a business relationship. I agree to the terms of service and privacy policy.

FAQs:

What information should I provide for my existing referral partners?

Just their first name, last name, and email. We’ll handle the rest!

Do I need to reach out to them personally?

We recommend doing so! You can use the script provided in the Resources section to strengthen the introduction.

How do I increase the chances of getting my existing referral partners to follow through?

Use our call script in the resources section to introduce them to our program and how it creates a win win for all parties involved.

How does IPA reach out to my existing referral partners?

As soon as you enter their info above, IPA will email them immediately. We’ll have a handful of follow-ups. In the Resource Section, you can check out an example email for each of the different customer/referral partner outreach campaigns.

Recruit a New Referral Partner

Grow your network by adding new referral partners to IPA. Submit their details, and we’ll handle the rest.

Help your new referral partners benefit from the IPA system! Fill out their details below, and we’ll reach out on your behalf to help them grow their business.

Recruit New Referral Partners Here:

First Name *

Last Name *

Email *

I confirm that I have the necessary consent to submit this contact information to insurance pro agencies. I understand that this information will be used solely for the purposes of evaluating and potentially establishing a business relationship. I agree to the terms of service and privacy policy.

Text -

TEST:

FAQs:

What information should I provide for new referral partners?

Just their first name, last name, and email. We’ll handle the rest!

Do I need to reach out to them personally?

You don’t have to, but we recommend doing so! You can use the script provided in the Resources section to strengthen the introduction.

How do I increase the chances of getting new referral partners to follow through?

Use our call script in the resources section to introduce them to our program and how it creates a win win for all parties involved.

How does IPA reach out to my new referral partners?

How can I find top producers in my area to refer to the IPA program?

Search on platforms like Zillow for top local real estate agents or loan officers. Look for those with the highest number of transactions or top reviews. Google “top producing loan officers/real estate agents in [City]” for additional resources.

Upload Aged Leads & Past Client Lists

Securely upload your lists and let us generate new opportunities for you. We’ve made it easy to upload your lists. Simply drag and drop your file (Excel, CSV) and our team will begin generating leads for you.

How It Works:

We’ve made uploading your lists easy and secure. Simply follow these steps:

1. Click the button below for the type of list you want to upload (Aged Leads or Past Clients).

2. Drag and drop your file (Excel, CSV, PDF) into the uploader.

3. Once uploaded, our system will automatically notify our team, and we’ll start working on generating new opportunities for you.

4. You’ll receive an email and text notification each time we generate a new
lead or referral from your lists.

Note: We suggest separating your aged leads and past clients to maximize the results.

Upload Your Aged Leads List Here:

Upload Your Past Client List Here:

I agree to the terms and conditions and confirm that I have obtained consent from all clients and leads included in my uploaded list.

FAQs:

What types of files can I upload?

What happens after I upload my list?

Our system automatically notifies our marketing team, who will begin the outreach campaign. You’ll be notified when the process starts.

How long before I see results?

Results typically start within 30 days, though success depends on the quality and size of the list uploaded.

Is there a cost for this service?

No, this is a complimentary service provided to all of our referral partners.

How will I know if a new lead or referral has been generated from my client lists?

Every time we generate a new lead or referral through our outreach to your aged leads, past client lists, or future insurance customers, you’ll receive a notification via both email and text. This ensures you're always in the loop and ready to follow up on the new opportunities.

Will I receive leads and referrals back from IPA’s outreach?

Yes, IPA promotes your services by reaching out to your past clients, aged leads, and future insurance customers. You’ll be notified via email and text whenever a new lead or referral is generated, allowing you to follow up promptly.

How does IPA reach out to clients?

We’ll contact your clients via email and RVM(Where they can opt into a text). In the Resource Section, you can check out an example email for each of the different customer/referral partner outreach campaigns.

Top Resources from Industry Leaders

We've gathered some of the best strategies and tools from top producers in the industry, designed to help you grow your business and strengthen your partnerships.

We're always on the lookout for more valuable resources, and we'll continue to update this section as we discover new insights. Click on any of the titles below to open, print, or download the files.