Partner Revenue · Part 1 of 6

Insurance agents are your most overlooked referral source.

There are 160,000+ insurance sales offices across the United States. Every one of them speaks to business owners who need exactly what your co-brand platform provides.

160K+Insurance sales offices in the United States

100%Of businesses that lease space, finance equipment, or bid on government contracts must carry insurance

1:4One closed referral partner routinely turns into three or four more

View Plans & Pricing Schedule a Demo

$199/mo plus a $298 one-time build ($497 total first payment) Operational in 2 business days Proprietary AI platform and Bankable Method

The Opportunity

Why insurance agents make exceptional referral partners

Their book of business is built on the same small business owners you want to reach, and they have a financial reason to keep those clients healthy.

Built-in access to business owners

Any business leasing space, owning equipment, pursuing a government contract, or applying for an SBA loan must carry business insurance. Every agent already has a database full of your exact target audience.

A mutual financial interest in client success

Agents earn commission on ongoing premiums. When a business client closes or struggles, those premiums stop. Your platform gives them a concrete tool to keep clients financially healthy, which directly protects their own income.

Turn one agent into a network

Show a single agent the value of the free AI pre-qualification scan and they will introduce you to their entire book. Because agents network heavily through associations and trade groups, one closed partner multiplies quickly.

Your Playbook

How to recruit them as a referral partner

A four-step approach that creates genuine value for the partner, not just a pitch.

STEP 01

Get into their world

Find out which LinkedIn groups, associations, and trade shows they frequent, then show up there. Become a recognizable name before you make an ask.

STEP 02

Lead with education

Share what bankability means and what it takes to get there. Offer knowledge on FICO SBSS, lender compliance, and bankable profile building before you mention the platform. Be a resource first.

STEP 03

Show them the three wins

Helping their clients become bankable creates a new revenue stream for the agent, helps them retain existing clients, and gives prospects a reason to choose them over the competition.

STEP 04

Start with the free scan

The AI pre-qualification scan is the no-risk entry point. Once an agent sees what it reveals about a client's bankability gap, the conversation about the full program writes itself.

Understand the Partner

Every prospect they lose is an opportunity you can solve

Insurance agents speak with hundreds of small business owners every year. Most of those conversations never turn into clients. That prospect time is expensive, with nothing to show for it.

Recruiting an agent as a referral partner flips that equation. Every business prospect they spend time with now has a path to generating revenue for the agent, even if they never buy a policy. The free bankability scan gives the agent something concrete to offer at the end of every conversation.

160KInsurance sales offices in the United States, each a potential referral partner with a built-in database of business owners

100%Of businesses leasing space, financing equipment, or bidding on government contracts must carry insurance

4–6moTime to bankable status for most clients, during which the agent's referral relationship deepens

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Your co-brand platform can earn from a business prospect that never became a client. That changes everything about how an agent thinks about prospecting time.

Bankable IQ · Referral Partner Framework

What to Say When You Close Them

Show them exactly what is in it for them

Frame it around concrete benefits. Do not lead with the platform. Lead with outcomes for their business.

A new revenue stream from prospects they already spend time with, whether or not those prospects ever become insurance clients
Better client retention, because financially healthier clients keep paying premiums and stay loyal
A competitive edge when winning new business insurance clients, since they bring something competitors cannot offer
Network multiplication: agents who see results introduce you to others in their associations and trade groups
Zero cost to get started, because the free AI pre-qualification scan requires no financial commitment from the agent