Insurance Agent Referral Program

How Much Can You Earn From Commercial Client Referrals?

Enter your commercial client volume and see your annual referral income potential.

Insurance Agent Partner Resources

← Hub Referral Guide Client Checklist FAQ Toolkit

Insurance Agent Referral Income Calculator

Commercial/business clients in your book 80

% with a capital trigger per year (renewal, loss, expansion) 15%

% you'd feel comfortable introducing to T.A.G. 60%

Average advance per funded client $70,000

Referral fee rate 3%

Annual Income Projection

Clients with capital triggers/year12

Introductions you'd make7

Funded clients (est. 70%)5

Revenue per funded client$2,100

Estimated annual referral income$10,500

Assumptions: 70% approval rate for qualified referrals. Capital triggers include: policy renewals where business growth is discussed, loss events requiring bridge capital, equipment additions, new locations. Consult your state's insurance code on referral fee disclosure requirements.

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