Build Your Business. Become a Corporate Partner.
Choose the Option That Meets Your Needs!
Option1: Referral Program
This option allows you to have the freedom to make additional income from your existing & new clients with very limited work on your end. This program is based on a referrals fee System. All referrals are sent electronically so you can easily refer and track your clients.
We can also assist with client tax documents like 1095-A, this will help your tax season flow more efficiently. This option also allows you to market your new insurance service which will in turn grow your tax client base.
Option2: Streamline Program
This option is for tax business owner that would like to be more involved in the process and therefore, making significantly higher commissions and residual income. This option requires an insurance license. Our system allows you to simply handle the initial plan selection and application process with the client. We handle the remaining process from client follow ups to full year-round customer service support. We provide access to commission tracking and enrollment software. This allows you to streamline and simplify your insurance business.
