Welcome to Your Referral Partner Hub

Track partnerships. Strengthen outreach.

Grow your network.

This Hub equips you with tools to grow your business through high-trust partnerships. From brochures and outreach templates to past-client campaign kits, everything you need is here. Start with your local network β€” build a few solid relationships β€” and let these materials do the heavy lifting.

🀝 Build & Track Local Partnerships

Get the tools, templates, and outreach materials you need to attract and support trusted local professionals β€” and track every connection right in your dashboard.

πŸ› οΈ Included Downloads

πŸ“„ Customer-Facing Brochure – Recommended Insurance Partner

A customizable brochure your referral partners can share with their clients to introduce you as their go-to insurance expert.

πŸ’Œ Quarterly Mutual Client Postcards

Pre-written, branded templates for staying top-of-mind with your and your partner’s mutual clients β€” without sounding salesy.

πŸ—Ί Trusted Advisor Network Tool

Map out top local referral partners β€” and use this to build your initial outreach list.

⚑ Referral Partnership Catalyst

A quick-start resource that guides you through your first outreach campaign to local professionals.

πŸ’¬ Strategic Referral Ideas

  • Mortgage Loan Officers

  • Real Estate Agents

  • Property Managers & Leasing Offices

  • Auto Detailers for new car lots. 

  • Tax Professionals & Accountants

  • Veterinarians – VIU Does Pet Insurance

  • Life and Health Insurance Agents

  • Captive Insurance Agents

  • High traffic websites

Be the partner who adds value. Don't just ask for referrals β€” offer to support their clients, save them time, or make their follow-up easier. Use your personalized website or QR code to simplify it.

πŸ“‡ Add a Partner Form

Select option

πŸ“ž Unlocking the Power of Past Client Lists

Your referral partners have gold hidden in their past client lists. Here’s how to unlock it.

Past Client Campaign Walkthrough

🧰 Included Tools

πŸ“„ Flyer – Past Client Reconnect Campaign

Presentation flyer to help your partner understand and get on board with the campaign.

πŸ“„ Flyer – Past Client Reconnect Campaign

Presentation flyer to help your partner understand and get on board with the campaign.

πŸ“„ Flyer – Past Client Reconnect Campaign

A full campaign timeline with talking points, reminders, and email support templates.

πŸ“œ Past Client Reconnect Campaign – Scripts

Email + phone scripts that are designed to convert past clients into fresh leads.

Need help building or launching your past client campaign?
Reach out to the MIA team. We can help set it up and even execute the outreach for you.

MIA is a national platform for licensed agents. Quoting, binding, and servicing are handled by licensed partners. All business subject to approval.

My Independent Agent (MIA) is a brand owned and operated by Insurance Pro Agencies, Inc. All legal agreements, transactions, and obligations are with Insurance Pro Agencies, Inc.

Copyrights 2025 | Privacy Policy | Terms & Conditions