Insurance Agents, Mortgage Brokers, Realtors and Property Managers Work With Us!
What’s in it for You?
Earn free gift cards for your referrals and partner with a team that knows how to get deals done! (Note: Gift cards may not be available in all states.)
We value our referral sources and want to find the best ways to reward you for working with Karstens Financial.
Rewards for Every Referral
Each time one of your clients completes a home insurance quote with us, you’re instantly entered for a chance to win a gift card. But that’s not all—every referral earns you an immediate $25 Visa Gift Card as our way of saying thanks!
For larger accounts or commercial referrals, we love to go the extra mile. Depending on the referral, you could receive a larger gift card, a lunch on us, or even tickets to a local event!
Referral Partner Opportunities with Karstens Financial
Captive Insurance Agents
We all get leads we can’t work—let us take them off your hands! With Karstens Financial, you can earn immediate rewards, gift cards, lunches, or even referral leads back to you. Partnering with us lets you help clients needing coverage outside your scope while staying rewarded for each lead you send.
Real Estate Agents & Mortgage Brokers
Every homeowner needs insurance, and most new homeowners need mortgages. That’s why we’ve developed a partnership program with real estate agents and mortgage brokers to grow your business as we grow ours.
Here are just a few ways to benefit from partnering with Karstens Financial:
- Exclusive Referral Rewards: Each time your client completes a home insurance quote with us, you’re automatically entered to win a gift card. Plus, every referral earns you a $25 Visa Gift Card as a thank-you!
- Additional Perks for Larger Referrals: For high-value accounts or commercial referrals, you could receive a larger gift card, a lunch on us, or even tickets to a local event.
- Dedicated Lead Tracking: Use our customized website referral form to track every client referral you send. This ensures prompt follow-up, lead tracking, and rewards. We also provide co-branded marketing opportunities to help you provide clients with a seamless insurance option.
Financial Planners and Advisors
Jake Karstens is a licensed financial advisor who can work with clients anywhere in the country. If your clients need financial planning, we can offer it as a complementary service, extending your value to clients and expanding the services you provide.
Additional Partner Opportunities
- Accountants: Accountants can add value for their clients by partnering with us for insurance needs, helping clients plan for financial protection while earning referral rewards.
- Business Coaches: Business coaches can rely on us as a trusted insurance partner, helping clients protect their assets as they grow their businesses and offering an additional service option.
- Bankers & Lenders: Bankers and other lenders can benefit by referring clients needing insurance for personal or commercial needs, ensuring clients have a streamlined experience when securing financing.
- Title Companies: Title companies can partner with Karstens Financial to offer clients a smooth referral for home insurance at closing, helping secure peace of mind with their new property.
- Home Inspectors: Clients often seek insurance guidance after an inspection. Refer them to us for quick insurance quotes and earn rewards along the way.
- Property Managers: For rental properties and commercial spaces, property managers can rely on Karstens Financial to provide trusted insurance options for clients, backed by valuable referral rewards.
Why Work with Karstens Financial?
- Access to Multiple Carriers: We work with a wide variety of insurance carriers to secure the best pricing for your clients.
- Instant Quotes, Anytime: Your clients can run instant, bindable quotes on our website 24/7.
- Quick and Easy Quote Process: Submit a short form, and we’ll provide multiple full quotes within 10 minutes—no calls or emails necessary! (Business hours only)
- Fast Communication: Chat with us via Facebook Messenger on our website and receive a response within minutes.
- Mobile Policy Management: Your clients can manage all their policies from their phones, backed by agents who answer calls directly.
- Comprehensive Offerings: Beyond insurance, we offer retirement planning, hard money real estate lending, wholesale insurance, and business loans—extending your services for a broader client impact.
Click below to see the referral form and start earning rewards!
