Pass an opportunity to Action, and our retail sales team will provide the following services to every referred client:

• Pre-sales meetings
• Quoting and product comparisons
• Completion of enrollment applications
• Ongoing client servicing and support
• Renewals including presentation of other options as needed

Once the initial sale is made, we'll pay the appropriate referral fee for that product. No additional appointments or certifications are needed.

We have a rich history and stellar reputation, a retail division of licensed agents who are laser-focused on customer service, and a whole lot to offer agents who partner with us in our referral program.