Referral partners
Help your clients get the coverage they need to close, with an independent agency that responds quickly and keeps you in the loop.
Who it’s for
We work with professionals whose clients need home, auto or business insurance.
Real estate agents
When your client needs a home policy to close, we shop their coverage and keep you updated so the closing stays on track.
Loan officers & mortgage teams
We help your borrowers get the coverage they need to close, and our service team handles lender requests, proof of insurance and mortgagee changes.
Auto dealers
When your customers need auto insurance, we shop coverage from multiple insurance companies and follow up promptly.
CPAs & other professionals
If your clients need home, auto or business insurance, send them our way. We’ll contact them, compare options and keep you in the loop.
How it works
- Get in touchCall the office or email us to start a referral partnership.
- Send referralsWe contact your client and shop their coverage with multiple insurance companies.
- Stay in the loopWe keep you updated so closings and handoffs stay on track.
What you can count on
We shop, they choose
As an independent agency we aren’t tied to one insurance company. We compare options and explain the differences in plain English.
A local team that answers
We serve Rockwall & Heath, and families and businesses across Texas and Oklahoma. When you or your client call, you reach people who know the file and can help.
Help after they buy
Policy changes, certificates of insurance, lender requests and renewals: our service team handles the follow-through.
Become a referral partner
Call the office or email us. We’ll walk you through how to send referrals and stay in the loop.
- Office972-752-0212
- Office hoursMonday–Friday, 9:00 am – 5:00 pm CT