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Quick Answer

Calculate how much you can earn as an insurance agent referring commercial clients to T.A.G. Business Funding, based on your client volume.

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
A butcher counter with refrigerated cases of packaged meat, a customer leaning on the counter and a staff member working behind it
A capital trigger usually surfaces during a normal conversation, a renewal call, a policy review, before it ever becomes a formal referral.

Insurance Agent Referral Income Calculator

80
15%
60%
$70,000
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.

How the Referral Funnel Narrows (Default Example)

Referral funnel: 80 clients to 5 funded Bar chart showing how 80 commercial clients narrow to 12 with a capital trigger, 7 introductions, and 5 funded clients, using the calculator's default slider values. Commercial clients in book 80 With a capital trigger this year (15%) 12 Introductions made (60% of qualified) 7 Funded clients (est. 70% of introductions) 5

How Revenue Per Deal Is Calculated (Default Example)

Revenue math: advance times fee times funded clients Diagram showing a $70,000 average advance multiplied by a 3% referral fee equals $2,100 per deal, multiplied by 5 funded clients equals $10,500 estimated annual income. $70,000 avg. advance × 3% referral fee = $2,100 per funded deal $2,100 per funded deal × 5 funded clients = $10,500 est. annual income
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The introduction itself takes a few minutes; T.A.G. handles the review and the funding conversation from there.

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Register as a partner in 5 minutes. Get your referral link before your next renewal appointment.

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Your Clients Need Capital. You Can Earn When They Get It.

Earn $500-$5,000 per funded client. No licensing or extra work required.

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