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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 + $7/agentAdmins cannot access agents’ individual referral portalsBut they can view performance tracking (closed-won, closed-lost, in-process)Custom pricing 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.
