Insurance Referral Fee Agreement

For example, you could refer your clients to an insurance broker, and they could refer their clients to you if their clients request accounting services. Your referral agreement with the insurance broker should demonstrate that they agree to keep correct financial records of all transactions they have between you and one of your clients. This includes the transactions they have concluded and the turnover they have achieved from each client. Your referral agreement should also give you the right to verify the insurance broker`s bank account and financial documents. The goal is to ensure that they comply with the recommendation agreement and pay you the appropriate referral fee. 2. .