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Introduce an Opportunity

Tell Us Who Needs Protection.

A short, guided form — six quick steps. Nothing here commits anyone to anything, and you don't need to know which insurance product fits.

Step 1 — About You

So we know who's making the introduction.

Step 2 — Who Needs Insurance?

Select the closest match.

Step 3 — What Do They Need?

Not sure? Pick the closest, or choose "Not Sure" — we'll help figure it out.

Step 4 — Basic Opportunity Details

Step 5 — Permission / Introduction

Does the customer know you are making this introduction?

Where appropriate, it's best to obtain the customer's permission before sharing their personal or contact information.

Step 6 — Next Step

Preferred method to reach the customer:

✓

Opportunity submitted

Reference: — save this for your records.

Our team will review this and follow up using the method you selected. Insurance availability, pricing and terms are subject to insurer underwriting and applicable policy conditions.

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