Question 1

What is Refrrd and how does it help insurance agencies get more leads?

Accepted Answer

Refrrd is an insurance lead management platform that connects your agency with referral partners like auto dealers, realtors, and jewelers. Partner salespeople submit insurance leads directly through the platform, and your agents receive instant alerts. It replaces spreadsheets and phone calls with automated lead tracking, gamified leaderboards, and prize campaigns that keep partners actively sending you qualified insurance leads.

Question 2

How does the 14-day free trial work for insurance agencies?

Accepted Answer

Sign up, choose your plan, and enter your credit card to start a 14-day free trial with full access to all insurance lead management features. You won't be charged until day 15. If you cancel before the trial ends, you pay nothing. Most agencies see their first referral leads within the first week.

Question 3

Do my referral partners need to pay anything to send insurance leads?

Accepted Answer

No. Partner salespeople use Refrrd completely free. They just need an invite link from your agency to sign up and start submitting insurance referrals. The platform is designed to be so simple that salespeople can submit their first lead in under 60 seconds.

Question 4

How do instant lead alerts work for insurance agents?

Accepted Answer

Refrrd integrates with Zapier and Twilio to send instant SMS text messages to your insurance agents whenever a new referral lead is submitted. You configure it once with a webhook URL, and every new lead triggers an automatic notification with the customer details so your agents can follow up immediately.

Question 5

Can I use Refrrd for insurance leads beyond auto insurance?

Accepted Answer

Absolutely. While auto dealer referrals are the most common starting point, Refrrd supports 8+ industry categories including real estate (homeowners insurance), marine dealers (boat insurance), jewelers (valuable items coverage), motorcycle dealers, RV dealers, contractors (liability insurance), and property managers (renters insurance). You can also create unlimited custom categories.

Question 6

How does Refrrd compare to buying insurance leads from lead vendors?

Accepted Answer

Unlike purchased leads that are often shared with multiple agencies, Refrrd generates exclusive, warm referral leads from trusted partner relationships. Referred insurance leads have 37% higher retention rates and 25% higher lifetime value compared to cold leads. Plus, you build the referral network once and it keeps generating leads month after month.

Question 7

What types of insurance agencies benefit most from Refrrd?

Accepted Answer

Refrrd is built for P&C insurance agencies of all sizes — from independent agents looking to grow their book of business to multi-location agencies managing large partner networks. Any agency that wants to generate more qualified leads through referral partnerships will benefit from the platform.

Question 8

Can I cancel my insurance lead management subscription anytime?

Accepted Answer

Yes. There are no long-term contracts. You can cancel your subscription at any time from your account settings. If you cancel, you'll retain access through the end of your current billing period.

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