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Why Brokers Love Our Platform
From saving time to boosting earnings, our platform is built to support brokers at every step. With streamlined tools, powerful marketing support, and complete referral transparency, you can focus on growing your business and delivering more value to your clients.
Spend less time following up and more time selling.
Increased Efficiency
Offer a wider range of financial solutions and earn more without increasing your workload.
More Revenue Opportunities
Leverage high-quality sales materials that position you as a leader in the industry.
Done-For-You Marketing
With full transparency, you always know the status of your client referrals.
No More Guesswork
How It Works
Our streamlined platform makes it easy to refer clients, track their progress, access marketing support, and expand your offerings, all without adding to your workload.
Here’s how we help you grow your business with less hassle.
Seamless Client Referrals
Easily refer clients for
Life Insurance, Disability Insurance, Annuities, Investment Management, Long-Term Care, Financial Planning, and Estate Planning—all from one intuitive platform.
Real-Time Status Updates
No more chasing answers. Track the progress of your referrals instantly, ensuring you stay informed and in control.
Done-for-You Marketing & Sales Support
Gain access to premium, client-facing marketing materials on a subscription basis, allowing you to present yourself as a full-service financial expert without the overhead.
Grow Without the
Extra Effort
By partnering with our team, you can offer more solutions to your clients, all while focusing on what you do best—building relationships and closing deals.
Empowering Insurance Brokers with Transparency, Efficiency, and Growth
As an insurance broker, your time is your most valuable asset. You work tirelessly to build relationships and provide the best solutions to your clients, but the referral process often feels like a black hole—endless follow-ups, uncertainty about case progress, and a lack of marketing support to grow your business.
We’re here to change that.
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Your Streamlined Referral Platform
About Refer2Risk
Refer 2 Risk is an innovative, transparent platform designed specifically to streamline your business. With real-time access to case updates, professional marketing and sales support, and more—all at a fraction of the cost of hiring an in-house team—we make it easier for you to serve clients and grow your business.