ReferMe IQ™

Automated Referrals Made Easy

ReferMe IQ™ helps insurance professionals like you generate more business from client referrals in your personal network! Their Automated Referral Intelligence goes far beyond your typical auto-responder – and best of all, it’s fast and easy to set up!

Sign up for “Pro” version and receive 50% off the set up fee (saving of $125). Use promo code: RMIQNAPA at check out.

  • What Does It Do?

    The ReferMe IQ™ system contacts your current relationships (client base and network) and requests referrals- for you: personally, authentically and in ways they prefer! It then sends an email from your relationships to their personal network recommending your business. Referrals then respond based on the credibility of the referrer, and takes a quiz that generates a "request for contact" in your inbox.

    What Happens Next?

    Simultaneously, the system sends a “thank you” to both your clients and the generated referrals and offers rewards and incentives (if you choose) for referring you. All this happens behind the scenes with the automated referral intelligence making your personal network and your clients a sales force working for you 24/7!

    What About My Personal Network?

    Are you regularly asking your personal network to do business or connect you to others who will? This system automatically does that for you also. It does it by automatically drip mailing value added emails to your network with multiple potential calls to action that generate business for you.

    How Easy Is It To Set Up?

    It is a snap for you or any delegate you may assign to run the system for you. Takes less than 30 minutes in 3 easy steps. Everything is “set and forget” until you want to change.

    1. Set up your profile – customize everything to reflect your unique style
    2. Upload your contacts (clients, personal network, referrals) – with 1 click from any list or as you meet people
    3. Set up your email campaign(s) – we make it easy with proven templates

    The ReferMe IQ™ Solution

    • Drives all 5 key behaviors necessary for referral success
    • Totally automated – works behind the scenes once set up
    • Is personal and authentic leading to higher engagement
    • Makes everything easy for users, referral sources and referrals
    • Very Affordable
    • The only system available that creates the actionable path for referrals to request contact with you – in ways and at a time they prefer!

    How Do I Know This Is Working?

    Your referrals will come by email, telephone and often in person–all because you started the discussions through ReferMe IQ™. Your dashboard captures all the action. Organizations will receive robust enterprise level reporting capabilities.

  Customer Care Center

We're here to help! Contact the NAPA Customer Care Center via online chat or phone for first-class assistance.

   (800) 593-7657

Monday – Thursday: 8 am – 6 pm ET
Friday: 8 am – 5 pm ET

  Have Questions?

You can find answers to many of your questions in the NAPA Frequently Asked Questions.

   How Are We Doing?

We take your feedback seriously. Complete a customer satisfaction survey to help us better serve you.

Take a quick survey!

Open Enrollment is Nov. 01, 2018 through Dec. 15, 2018

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