Referral software for insurance brokers
See how insurance brokers use Referra to collect referrals systematically, win new mandates and capture leads in a GDPR-compliant way – without your customers having to sign up.
Why referrals are decisive for insurance brokers
In the insurance business, trust is built over years – and that trust is your best source of new mandates. Most good clients come through a recommendation from family, friends or colleagues. Yet many brokers never ask actively, because the moment gets lost in day-to-day work.
Leaving referrals to chance means giving away growth. With referral software you turn gut feeling into a repeatable process: ask, capture, follow up – structured and free of spreadsheet chaos.
The challenges in referral marketing
Insurance brokers face particular hurdles. Referrals usually arrive verbally or via WhatsApp – and fizzle out before you can follow up. There's no overview of which referral led to which deal.
On top of that comes data protection: prospect contact details fall under the GDPR, especially with sensitive insurance topics. Many brokers therefore skip structured referral marketing – leaving one of their strongest tools on the table.
Typical problems:
- Referrals arrive unstructured and get lost
- No measurability: which referral became a mandate?
- GDPR concerns with sensitive contact data
- Customers have to sign up or fill out forms
- No systematic lead follow-up
How Referra simplifies the referral process for brokers
Referra is referral software for advisors – which makes it a perfect fit for the everyday work of insurance brokers. The whole referral process becomes structured, measurable and GDPR-compliant, without your customers having to clear any hurdle.
Create a template
Build a professional referral template with your branding, text and structure – adjusted in the live preview and reusable anytime. It saves time and keeps your brand consistent.
Share your personal link
Share your link directly with happy customers. They pass it on via WhatsApp, email or SMS – no sign-up, no app, no hassle. One click is enough.
Automatic tracking
Every new prospect lands in your inbox automatically, complete with a notification. No manual tracking, no lost leads, no more spreadsheets.
CSV export for your CRM
Export your leads as CSV anytime and bring them into your broker management software or CRM. You keep full control of your data.
Why insurance brokers choose Referra
GDPR-compliant
All data is encrypted and processed in a GDPR-compliant way on servers in Germany. For your compliance we provide a data processing agreement (DPA).
No customer sign-up
Your customers don't have to sign up, install an app or fill out a form. One link is enough – that lowers the barrier for everyone.
Instant notifications
You're notified the moment a new lead enquires through one of your referral links. So you react fast, while the interest is still fresh.
CSV export
Export all leads as a CSV file anytime and keep full control of your data – including importing into your own CRM.
The 2000s referral erais over
Referral channels and user expectations have changed.Create referrals that match what people expect today.
Cancel anytime · GDPR-compliant
