How It Works

How it works – Independent Agents referring to USBA

If you’re an independent insurance agent looking to start a new stream of income by referring your individual health, group health, Medicare or Life Insurance customers and prospects, please contact us or call one of our account managers to see how The Referral Depot works.  We offer:

  • Free referral software
  • Residual compensation for as long as the client stays on our books

How it works – Referral Agents referring business to you

If you are an independent agent or an insurance agency, you can receive all the referrals you want sent directly to your in-house agent’s desktops, tablets or cell phones.  We offer:

  • Free referral software
  • Masterclass training on how to search and onboard referral agents
  • USBA would look to partner with you as your FMO for the products being referred to you

Please contact us or call one of our account managers to see how The Referral Depot works best for you.

How it works – The Referral Depot for Marketing organizations, FMO’s & GA’s

If you are a large organization with downline agents, we can help you scale your business by driving referrals directly to your downline agent desktops, tablets or cell phones.  Here’s what we offer:

  • Free referral software for an unlimited number of downline agents
  • Free masterclass for your downline agents so they can learn how to use their software and onboard their own referral agents
  • USBA would look to partner with you in a win-win business relationship that helps you to achieve your organizations production goals

Please contact us or call one of our account managers to see how The Referral Depot works best for your organization.