Our Services

Streamlined referral generation for insurance agents seeking new agency matches efficiently and effectively.

Referral Capture

We capture referrals from insurance agents and manage them through our comprehensive system.

A person wearing a gray sweater is pointing to a laptop screen displaying a web page. The webpage contains a header titled 'Inspiration and Opportunities You Can't Miss' and features three sections with images and text. Nearby, there is another laptop on the table.
A person wearing a gray sweater is pointing to a laptop screen displaying a web page. The webpage contains a header titled 'Inspiration and Opportunities You Can't Miss' and features three sections with images and text. Nearby, there is another laptop on the table.
Agency Matching

Our system matches captured referrals with suitable agencies, ensuring optimal solutions for all parties involved.

Two ice hockey players are facing off on a rink, with a referee standing nearby. One player wears a white jersey with red and black accents, while the other is in a teal and orange jersey. The referee is dressed in a traditional black-and-white striped uniform.
Two ice hockey players are facing off on a rink, with a referee standing nearby. One player wears a white jersey with red and black accents, while the other is in a teal and orange jersey. The referee is dressed in a traditional black-and-white striped uniform.

Referral Solutions

Connecting agents with the best insurance agency matches available.

A boxing match in progress features two fighters inside a ring, one wearing red gear and the other in blue. The referee stands close by, ensuring the match proceeds fairly. The ring is equipped with ropes and padded corners, set against a black background, highlighting the intense action taking place.
A boxing match in progress features two fighters inside a ring, one wearing red gear and the other in blue. The referee stands close by, ensuring the match proceeds fairly. The ring is equipped with ropes and padded corners, set against a black background, highlighting the intense action taking place.
Agent Referrals

Streamlining the referral process for insurance agents effectively.

A hand holds a black business card with white text reading 'FORTY TWO Strategy Innovation Design' against a blurred urban skyline backdrop. The sky is clear and blue, suggesting a bright day.
A hand holds a black business card with white text reading 'FORTY TWO Strategy Innovation Design' against a blurred urban skyline backdrop. The sky is clear and blue, suggesting a bright day.
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Two wrestlers and a referee are on a yellow wrestling mat with a maroon and gold logo in the center. One wrestler is wearing a black singlet with a gear headguard, and the other wrestler is also in a black singlet appearing ready to start the match. The referee stands between them, observing the scene. An adjacent wrestling mat is visible in the background, colored in blue, where another pair of wrestlers seem to be competing.
Two wrestlers and a referee are on a yellow wrestling mat with a maroon and gold logo in the center. One wrestler is wearing a black singlet with a gear headguard, and the other wrestler is also in a black singlet appearing ready to start the match. The referee stands between them, observing the scene. An adjacent wrestling mat is visible in the background, colored in blue, where another pair of wrestlers seem to be competing.
A hand holds a smartphone displaying a dating app interface. The screen shows profiles of adults with a text 'Dating for grown-ups' encouraging registration to connect with singles nearby. Profiles are highlighted with circular images.
A hand holds a smartphone displaying a dating app interface. The screen shows profiles of adults with a text 'Dating for grown-ups' encouraging registration to connect with singles nearby. Profiles are highlighted with circular images.
Agency Matching

Finding the perfect agency match for your referrals quickly.

Explore

Contact Us for Referrals

Reach out for assistance with your referral needs.

A reception desk with a glass barrier and wooden base is shown. Behind the desk, two individuals are seated, one of whom is wearing headphones. Above the desk, a large illuminated sign reads 'Sendy Partner Center.'
A reception desk with a glass barrier and wooden base is shown. Behind the desk, two individuals are seated, one of whom is wearing headphones. Above the desk, a large illuminated sign reads 'Sendy Partner Center.'

Support

support@referraltree.net

(616) 343-8389

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