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Referral Partners

Send us your clients. We will make you look good.

Real estate agents, lenders, property managers, and advisors refer clients to us because we move fast, shop the whole market, and keep the deal on track. Your client gets real advice; you get one less thing to worry about.

Refer a client About our agency

Eugene, OR: (541) 681-8793  ·  Whittier, CA: (562) 758-1200

Who we partner with

Built for the people your clients rely on.

Real estate agents

Your buyers need a home or landlord policy bound before closing. We turn quotes around fast and keep the deal on schedule.

Mortgage & escrow

We produce clean evidence of insurance and coordinate on effective dates so funding is not held up by a coverage question.

Property managers

Landlord placements, renters-insurance compliance, and certificate tracking across a portfolio, handled in one place.

CPAs & attorneys

When a client has an unusual risk or an entity question, we are a straight answer for the insurance side of the plan.

How it works

Three steps, and we carry the load.

1

Send us the client

A quick intro by email or phone is enough. Tell us what they need and the timeline, and we take it from there.

2

We do the work

We gather what we need, shop multiple carriers, and come back with a clear recommendation, not a pile of quotes to sort through.

3

You stay in the loop

We confirm coverage is bound and keep you posted on anything that affects your closing, your loan, or your tenant.

Why it works for you

Your reputation is on the line. So is ours.

When you refer someone, you are lending them your trust. We take that seriously. Your client works with a real advisor from the first reply through the policy, not a call center and not a bot. We compare multiple carriers instead of pushing one product, we explain the tradeoffs in plain language, and we tell people honestly when what they already have is fine. If we ever fall short, we own it and fix it.

None of this is a promise about price or a specific outcome. It is a promise about how we work: fast, straight, and in your client’s corner.

Frequently asked

Referral questions.

What does it cost my client to work with you?
Nothing extra for the introduction. Your client pays their insurance premium the same way they would anywhere; our compensation comes from the carrier, not a markup. They keep our comparison and advice whether or not they place coverage with us.
How fast can you turn around a quote before a closing?
Our first reply is usually within the hour during business hours, and real carrier quotes typically come back in a day or two. If a closing date is tight, tell us up front and we will flag the timeline with the carrier.
Which states are you licensed in?
We serve clients from our Eugene, Oregon and Whittier, California offices. If your client is elsewhere, ask us; if we cannot help, we will say so and point you in a useful direction.
Do you handle both personal and commercial?
Yes. Home, auto, and landlord on the personal side; general liability, property, workers comp, and specialty lines on the commercial side. Many referral clients need both.
Can you help with a hard-to-place risk?
Often, yes. Unusual properties, mixed-use, prior claims, or a business that most carriers shy away from are exactly the kind of thing an independent agency is built to shop. No promises on any specific risk until we see it, but we will tell you honestly what is possible.
Let’s work together

Have a client who needs coverage?

Introduce us by email or phone. Tell us what they need and the timeline, and we will take it from there and keep you posted.