Help us help your friends and family!
Our “Refer & Insure Referral Program” rewards you for referring friends, family, or colleagues to our insurance services. When they become our valued customers, you’ll earn exciting rewards as a token of our appreciation.
- Refer a Friend:
- Share your positive experience with our insurance agency with your friends, family, or colleagues.
- Simply share this link that allows them to share their insurance info with us in less than 30 seconds! https://app.usecanopy.com/c/Dave-Pettengill
- Or share our contact info to have them reach out by phone, text, email, or website.
- New Customer Acquisition:
- When your referred individual contacts us for a quote or insurance consultation, our team will provide them with exceptional service.
- If they choose to become our new customer and purchase an insurance policy, they must mention your name or unique referral code during the process.
- Reward Eligibility:
- Once their policy is active and in good standing, you become eligible for the referral reward.
- Earn Exciting Rewards:
- As a token of our appreciation, you’ll receive one of the following rewards for each successful referral:
- Gift Cards: Choose from popular retailers or online platforms.
- Donations: We can contribute to a charitable organization on your behalf.
- Keep Referring:
- There’s no limit to the number of referrals you can make! The more people you refer, the more rewards you can earn.
- Referred customers must be new to our insurance agency and not have an existing policy or active quote with us.
- Referral rewards will be provided once the referred customer’s policy is active and in good standing.
- Rewards may be subject to a specified minimum policy premium or other conditions.
- Referral rewards are non-transferable and cannot be redeemed for cash.
- We reserve the right to modify or terminate the referral program at any time.