Partner withThe Insurance Box
Earn thousands monthly by offering premium insurance products—no licensing, overhead, or fees. 100% free, white-label service.
Your Free Partner Portal
Complete transparency and control with our custom white-label platform
Easy Lead Submission
Submit client referrals instantly through our simple portal interface. Takes less than 60 seconds per lead.
Real-Time Status Tracking
Monitor every lead from submission to close. Know exactly where each client is in the process at all times.
Commission Tracking
Full visibility into your earnings. See commission amounts, payment status, and historical performance data.
Communication History
Access complete conversation logs, email threads, and call notes for every client interaction.
Access to Notes
View internal notes, client preferences, and agent observations to stay informed about your referrals.
Analytics & Performance
Track conversion rates, average commission per client, and identify your highest-value referral sources.
How Partnership Works
A simple, seamless process that adds value to your agency
Sign Up for Free
Schedule a quick demo, get set up with portal access, and start referring immediately. No contracts, no fees, no risk.
Submit Client Referrals
When a client needs insurance products, simply submit their information through the portal. Takes 60 seconds or less.
We Handle Everything
Our licensed agents reach out as an extension of your team (white-label), quote products, and provide expert guidance to your clients.
You Get Paid
Track everything in real-time through the portal. Receive commission payments automatically. Your clients get exceptional service.
Insurance Products You Can Offer
Expand your service offerings without licensing, training, or overhead
Life Insurance
Help clients secure their family's financial future with term and whole life coverage options.
- Term & whole life options
- Competitive carrier rates
- Quick approval process
- White-label service
Health Insurance
Offer comprehensive health plans for individuals and families with marketplace navigation.
- Individual & family plans
- Marketplace expertise
- Subsidy assistance
- Plan comparison tools
Medicare
Guide clients through Medicare options including Supplement, Advantage, and Part D plans.
- Medicare Supplement plans
- Medicare Advantage
- Part D prescription coverage
- Annual enrollment support
Long-Term Care
Protect clients' independence and assets with comprehensive long-term care solutions.
- In-home care coverage
- Nursing home protection
- Asset preservation strategies
- Family peace of mind
Disability Insurance
Help clients protect their income with short and long-term disability coverage options.
- Short & long-term coverage
- Income replacement solutions
- Benefit period options
- Affordable premium rates
Annuities
Build secure retirement income streams for clients with fixed and variable annuity products.
- Fixed & variable annuities
- Guaranteed income options
- Tax-deferred growth
- Retirement income planning
Financial Planning
Provide comprehensive financial planning and investment guidance to help clients reach their goals.
- Retirement planning
- Investment strategies
- Risk assessment
- Portfolio management
Ready to Grow Your Revenue?
Schedule a free demo and discover how partnering with The Insurance Box can transform your agency. No commitment, no pressure—just a conversation about growing together.
Call or Text for Partnership Inquiries
(801) 850-0872
9:00 AM - 5:00 PM MT, M-F
