.jpg)
SmartConnect™ is the first referral system designed specifically for independent insurance agents, agencies, FMOs, IMOs, GAs, and P&C teams. If you’ve ever wished you could multiply your reach without multiplying your workload — this is it. SmartConnect™ turns everyday conversations into opportunities… and opportunities into premium-ready referrals
SmartConnect allows agents to recruit as many referral partners as they want — consumers, local businesses, centers of influence, even other agents who don’t write your specialty lines.This means:
More conversations
More referrals
More closed business
More production — without more hours
SmartConnect scales with you — from 1 agent to 10,000
Your personal referral engine for just $9.95/mo. Your referrers pay nothing. You maintain control, visibility, and the revenue.
For teams where each agent works for the agency. Admin dashboard + agent seats = $9.95 admin + $7/agent. Full oversight of agent activity and referral flow.
Enterprise grade functionality for large, independent networks.$9.95 admin plus $7 per agent Admins cannot access agents’ individual referral portals. However, they can view performance tracking including closed won, closed lost, and in process deals. Custom pricing is available for large networks.
Turn clients, friends, business owners, and other agents into active referrers
Every referrer gets a free personal referral portal
Capture referrals you would’ve otherwise missed
Replace random calls and texts with a clean, trackable system
Works for all L&H and P&C niches
Fast, simple, modern, mobile-friendly
We’re launching SmartConnect with an exclusive offer:
The first 50 independent agents to purchase SmartConnect receive 50% OFF — forever. (As long as the subscription remains active.)
To secure this lifetime discount:
👉 Visit the Contact Us page
👉 Send the message: “50% off”
This offer is for independent Solo-agents only.
Agencies and enterprise-level groups are not eligible.
SmartConnect is currently under development with our software team.
Projected release: January 2026, including full beta testing, optimization,
and rollout.
