A warm introduction works best
Tell the person why you are referring Jackie’s agency and confirm they are comfortable receiving a call or email before submitting their information.
Share the agency
Refer a Friend
Introduce someone who could benefit from local, independent insurance guidance.
Designed around the client
Refer a Friend
Use the referral form only when the person being introduced has agreed to be contacted. The request identifies the referring client and routes the introduction into Jackie’s agency workflow without automatically enrolling the referral in marketing.
- 01Consent-based introduction
- 02Referrer identified
- 03No automatic marketing enrollment
Share only what is needed
Provide basic contact and coverage-interest details. Do not submit private policy documents, financial information, passwords, or government identifiers for another person.
Need a clear next step?
Start with a conversation.
Jackie’s agency can help identify the right coverage or service path.