Referral Program

If you’ve been looking for a chance to start making money off of your ACA leads, this is it. You continue to manage your client, and Inshura verifies the enrollment.

Client Referral

Why use the client referral program?

Why Use The Client Referral Program
If you find the perfect plan for your client but aren’t appointed with that carrier, then our client referral program is the perfect solution. Because:

  • Inshura pays you for each client referral up to $200 during OEP and $50 during SEP. You continue to manage your client, and Inshura verifies the enrollment;
  • Each year, you can earn up to $100 by renewing your client under a new plan as we support your success.
  • We offer a $5 referral fee for off-exchange or ancillary (Dental or Vision) services.

NOTICE: Referral payment amounts are SUBJECT TO CHANGE. Please log in to Inshura and check the online documentation for the CURRENT and MOST ACCURATE payment amounts.

How do I sign up for the Client Referral Program?

  • You can sign up for the program during account creation or skip it and join later from the account portal.
  • Click on the “join now” option on the referral setup page and sign the agreement. That’s it!
How Do I Sign Up For The Client Referral Program

How do I refer a client?

How Do I Refer A Client
  • You can apply by selecting “Referral” as an option from within the cart page.
  • There is no change in the enrollment flow while referring a customer:
      • you work with your client and submit any required documentation;
      • you make sure your client makes their binder payment.

What Happens After You Refer a Client?

Inshura Manages the Verification Process:

  • As the new AOR for the client, we call the client, confirm the enrollment, and obtain their consent,
  • We will contact you for help if we cannot contact the client,
      • you can either send the consent audio recording to verification@inshura.com or upload it directly to the referral dashboard next to the referral application,
      • you can have your client call us at (888) 915-2652 to give their consent,

NOTICE: We will cancel the application if consent is not received, along with any required documents, within 30 days of the plan’s enrollment date or its’ effective date (whichever comes sooner)

What Happens After You Refer A Client

Referral Dashboard

Referral Dashboard
  • Our dashboard provides the following information:
      • Total referrals,
      • Verified referrals,
      • Payments processed.
  • The grid below displays the referral applications submitted by the agent to date,
  • The agency administrator can view all the referrals submitted by the agents within the agency,

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Frequently Asked Questions

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If Inshura is free, how do you make money?

We provide Inshura for FREE to all Agents and Agencies.

You pay Nothing, Nada, Zip, Zilch.

Here’s how it works:

  • You enter your NPN, Licenses, and Carrier appointments – You are the AOR.
  • If there is someone you have a business relationship with (For example – someone in your Agency), you can configure Inshura to use their NPN for specific carriers. (Inshura has no participation in this.)
  • You can add/change your Carrier/AOR at any time should you attain a direct appointment.
  • The carriers will continue to pay you directly – EXACTLY the same way they are doing now, NOTHING CHANGES.

If you participate in our Optional Programs: The Client Referral Program and our Downline Agents Program, then Inshura will be the AOR.

The Client Referral Program:

  • You immediately have access to many more carriers and plans to serve your customers better.
  • You probably don’t have appointments with every carrier. Referring clients to Inshura or one of our partners gives you access to more plans from a broader range of insurance providers.
  • You receive your referral payment quickly, and Inshura shoulders all of the long-term risks.
  • Plus, you can RECLAIM the customer each year and receive ANOTHER Referral fee each year!

Inshura’s value-added services expand your income opportunities.

Is Inshura fully integrated with the ACA marketplace?

Yes! We fully integrate with the healthcare marketplace (Healthcare.gov). Inshura is CMS EDE PHASE III certified and provides secure, FAST access to the data you need – and you never have to leave Inshura.

Will you reach out to my clients?
No.

Unless you specifically request that we do so for some reason.  Our success is based on your long-term business and we work hard to keep that trust.  Your business is safe and secure.

If you participate in the Client Referral Program, the new AOR (or their representative/enrollment verification personnel) will contact the referred client.

Transferring clients to a new AOR requires the new AOR to contact that client and verify eligibility.

Before joining the program, you review the full details in the Client Referral Program Agreement.

What training do I need?

We designed inshura to be so easy that training should be needed.

Just in case, we’ve included training videos that will jumpstart your success. You can also join our live Webinar training sessions!

And, of course, we’re here to help with any questions!

(888) 306-2590
support@inshura.com

Can I transfer my client base from another system to Inshura?

Yes. Check out this Training Video to see how easy it is to import your current Book of Business!

How do I map the carriers that I am appointed with?

In the Carriers Appointments section, simply select your carriers for each State.

Who is the Agent on Record?

You.

You keep your customers and commissions.

YOU are the AOR (unless you’re working with a partner – then, of course, your partner would be the AOR.) The AOR gets the commission – just like it should be!

If you participate in our Optional Programs: The Client Referral Program and our Downline Agents Program, then Inshura will be the AOR.

The Client Referral Program:

  • You immediately have access to many more carriers and plans to serve your customers better.
  • You probably don’t have appointments with every carrier. Referring clients to Inshura or one of our partners gives you access to more plans from a broader range of insurance providers.
  • You receive your referral payment quickly, and Inshura shoulders all of the long-term risks.
  • Plus, you can RECLAIM the customer each year and receive ANOTHER Referral fee each year!

Inshura’s value-added services expand your income opportunities.

Do I get my own personalized webpage?

Yes!

Inshura creates a fully personalized, unique web page for you. You can tailor the look and feel, add your logo, and more!  With inshura, you get your own unique Customer Portal!

Plus, all your email messaging is automatically personalized with your Logo, Contact info, everything! (and still no extra fees)