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All-in-One Social Marketing Solution for Insurance Agencies

Drive growth with agent advocacy, social content, customer referrals, and AI-powered messaging.

Connect with us today to see live programs!

Proud to Deliver 40%+ Engagement Boost and Double-Digit ROI for 300+ Top Brands

Insurance referral analytics with customizable KPIs, visual insights, multi-touch attribution
Key Features
  • Custom KPIs
  • Visual reports
  • Agent comparisons
  • Conversion analysis
  • Cohort tracking
  • Revenue attribution
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Gamification features for insurance referral programs - trivia, leaderboards, badges, incentives
Key Features
  • Trivia & quizzes
  • Points & rewards
  • Leaderboards
  • Achievement badges
  • Social sharing incentives
  • Personalized challenges
Featured Use Cases Powered by
Social sharing tools to amplify insurance referrals - customizable posts, automated sharing, referral tracking
Key Features
  • Customizable posts
  • Automated sharing
  • Referral tracking
  • Social analytics
  • Partner tagging
  • Compliance review
Featured Use Cases Powered by
AI-powered personalization, dynamic rewards, predictive analytics, and automation for insurance referrals
Key Features
  • Tailored incentives
  • Dynamic rewards
  • Intelligent structure
  • Predictive analytics
  • Automated fulfillment
  • Adaptive fraud detection
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Seamless integrations for insurance referral programs - CRM, marketing automation, analytics, commissions, SSO
Key Features
  • CRM sync
  • Marketing automation
  • Analytics dashboard
  • Commission tracking
  • Single sign-on
  • Two-way data flow
Featured Use Cases Powered by

Our Practice Leaders

We offer a unique delivery ownership model through our integrated software and service support that guarantees ROI. We align our pricing with your success, tying it to revenue milestones set in coordination with our practice leadership team. Meet our practice leaders who specialize in the Agency Referral Program.

Rohit Singh

Director of Agency Partnerships

Rohit Singh, based in Vancouver, Canada, brings over 15 years of experience in establishing and nurturing strategic partnerships within the agency sector. His proven ability to expand agency networks and drive business growth makes him an invaluable asset for enhancing the Agency Referral Program.

Brent Jackson

Agency Relations Manager

Brent Jackson brings more than 20 years of experience in agency relations and business development. Based in West Columbia, South Carolina, Brent has worked closely with agency leaders across various sectors to foster long-term partnerships. His ability to understand agency needs and translate them into actionable strategies is critical for the success of the Agency Referral program.

SJ Kim

Communications Director

With over 10 years of experience in communications and marketing, SJ Kim is a dynamic professional based in Dallas, Texas. SJ excels at crafting compelling narratives and communication strategies that resonate with agency partners. His expertise is vital for effectively promoting the Agency Referral program and ensuring clear messaging across all channels.

Justin Capozzo

Operations and Client Experience Lead

With a rich background in hospitality and client experience from his tenure at organizations like Marriott, Justin Capozzo specializes in creating exceptional client experiences and operational excellence. Based in Apollo Beach, Florida, Justin's insights into client engagement and satisfaction are essential for designing and implementing the Agency Referral program that truly resonates with partners.

Client Testimonial

"NextBee has been tremendous in putting in place all the variables for us to be successful!”

Mary Veloske Vice President

Highlighted Use Cases

Tailor the Program to Your Custom Needs to Get Best Results

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Custom KPI Tracking

Set and monitor referral goals with tailored KPIs

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Insightful Visual Reports

Utilize charts and graphs for data-driven decisions

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Agent Performance Comparisons

Benchmark agents to identify top performers

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Engaging Trivia & Quizzes

Entertain and educate clients with fun challenges

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Motivating Points & Rewards

Incentivize participation with a flexible rewards system

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Competitive Leaderboards

Tap into the competitive spirit with rankings

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Customizable Referral Posts

Enable agents to personalize social referral content

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Automated Referral Sharing

Make social sharing effortless with pre-set schedules

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Comprehensive Referral Tracking

Attribute leads and policies to specific social posts

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Tailored Agent Incentives

Motivate agents with personalized rewards selections

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Dynamic Customer Rewards

Optimize rewards based on customer preferences

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Intelligent Program Structure

Automatically adapt the program based on performance

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Seamless CRM Synchronization

Keep customer data aligned between systems

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Marketing Automation Triggers

Drive lifecycle messaging based on referral events

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Unified Analytics Dashboards

Incorporate referral data into overall BI reporting

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Referral Conversion Analysis

Track referral quality and optimize for conversions

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Customer Cohort Tracking

Understand engagement patterns by customer segments

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Referral Revenue Attribution

Measure the fiscal impact of your referral program

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Prestigious Achievement Badges

Recognize top referrers with special designations

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Viral Social Sharing Incentives

Boost program virality by rewarding social shares

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Personalized Referral Challenges

Engage customers with tailored, achievable goals

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Detailed Social Media Analytics

Gain visibility into social referral post performance

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Collaborative Partner Tagging

Encourage B2B referrals with company/agent tagging

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Built-in Compliance Reviews

Automate compliance checks on social referral posts

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Predictive Referral Analytics

Forecast referral growth and identify optimization areas

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Automated Reward Fulfillment

Streamline reward delivery with integrated fulfillment

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Adaptive Fraud Detection

Protect the program from gaming with smart monitoring

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Agent Commission Tracking

Automate incentive payouts based on referral results

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Frictionless Single Sign-On

Allow users to access the program via SSO

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Bi-directional Data Flows

Enable data sharing to and from other systems

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Frequently Asked Questions

Our referral solution is designed to help insurance agencies of all sizes accelerate growth through agent-driven referrals. Whether you're an established agency or an up-and-coming business, our platform can be tailored to your unique needs and goals.

Our solution leverages gamification, social sharing, and smart rewards to maximize agent participation and referral performance. Agents are motivated to share through contests, recognition, and incentives, while customers are encouraged to take action via personalized challenges and rewards.

Our team provides hands-on guidance throughout the entire process, from initial needs assessment to program design to ongoing optimization. The platform also offers built-in tools and templates to streamline setup. Dedicated account managers are available to assist with strategy, reporting, and growth initiatives.

We understand the importance of compliance in the insurance industry. Our software includes automated checks and balances to monitor for compliant messaging and practices. Customizable program rules and approval workflows allow you to tailor the experience to your specific compliance needs.

Agencies that utilize our solution typically see a 40% or greater increase in agent engagement, leading to significant lifts in referral volume, lead quality, and new business. The platform provides detailed analytics to track progress against your specific KPIs and uncover optimization opportunities.

Our streamlined onboarding process and user-friendly software enable most agencies to launch their program within 30 days. The timeline can vary based on your specific requirements and integrations, but our team works diligently to get you to market quickly and efficiently.

Our referral platform integrates seamlessly with popular agency management systems, CRMs, marketing automation tools, and more. This allows for streamlined data synchronization, advanced workflow automations, and holistic reporting. Our API also enables custom integrations with proprietary systems.

Yes, our mobile responsive design and native mobile apps for iOS and Android allow participants to engage with the program anytime, anywhere. Agents can easily share referral links, monitor their performance, and redeem rewards directly from their mobile device, driving better results.

Our flexible growth modules allow you to expand the referral program as your needs evolve. Options include adding new referral types, specialty incentive tracks, partner portals, paid social integrations, AI-powered chatbots, and more, enabling you to continuously enhance the program's impact.

Our referral platform can be fully white-labeled and customized to align with your agency's unique branding and voice. Personalize the user interface, email templates, social sharing assets and more to create a cohesive experience across customer touchpoints while reinforcing your brand identity.