Finally—A Referral System That Builds Relationships For You

The ARMS Referral System finds the right partners in your area, warms them up with automated outreach, and sets you up for referrals to your Insurance Agency

Create Referral Partnerships

Automated Outreach

Fully Compliant

You Know Referrals Are Gold—But Getting Them is Hard

Every agent knows: referrals are the best kind of business. They close faster. They stay longer. And they come in warm.

But here’s the problem: You don’t have enough referral partners. Finding loan officers in your area—and getting their attention—takes time you don’t have. Even when you do connect, it’s a grind to get the relationship off the ground.

It’s frustrating to know what works, but feel stuck doing cold outreach or getting ghosted.

Great insurance agents shouldn’t have to chase referrals—they should attract them through value.

ARMS Makes Creating Referral Relationships Easy

The ARMS Referral system helps insurance agents like you connect with local loan officers.
We warm them up with personalized, automated messaging, and set you up for a real conversation—so you can focus on helping clients, not chasing leads.

The ARMS Referral Program is fully installed for you—no tech setup, no awkward follow-up. Just real, meaningful introductions that turn into referral partners.

You’ll also have the option to include thoughtful gifts that keep you top of mind—and make your outreach feel personal, not promotional.

Here’s what you get when we install ARMS:

  • Create a list of ideal referral partners in your area

  • Boost your authority and visibility as the go-to Insurance Partner in your area

  • Automate the process to start and build relationships

  • Send gifts that keep you top of mind with referral partners

  • Stay in control of your budget and your outreach pace

  • Fully industry compliant

Developed For Agents, By Agents

You’re great at what you do—you just need more people to talk to. We know what it's like to feel stuck in a loop of cold outreach and dead ends. And ARMS was founded by an insurance agent—so we know exactly how challenging it can be to do marketing when it comes to compliance. That’s why every message in our system is written to be compliant, non-spammy, and brand-safe.

Our team has worked with agents across the country to create systems that generate warm, ready-to-convert introductions. ARMS is the shortcut to meaningful partnerships.

Here's How ARMS Gets You More Referrals

ARMS handles the outreach—so you can focus on showing up when it counts. No chasing. No tech learning curve. Just show up when the time is right.

And because you control your outreach budget and pace, you can grow on your terms.

1. Find Partners

We'll install the ARMS system and immediately find and create a list of potential referral partners in your area.

2. Build Authority

Our system will help them get to know you and build up your authority as the go-to insurance partner. This boosts your visibility and helps loan officers see you as a trusted local expert.

3. Get Introduced

You'll be perfectly positioned for an introduction for a referral relationship that leads to business - you or your team just needs to set up the meeting!

The Secret Is a Tool That Loan Officers Actually Want to Share

Every loan officer you contact is invited to use their own personalized version of InsuranceTip.org—a helpful resource they can send to clients to avoid insurance-related delays. This simple tool makes you their go-to insurance partner—without cold calls, awkward pitches, or chasing. It’s value-forward, compliant, and builds trust from day one.

Here’s what makes it work:

  • Educates their clients

  • Quarterly gifts that keep you top of mind

  • 100% automated — until they’re ready to meet!

A Professional Referral Engine for Just $499/month

Grow Your Referral Network for Less Than the Value of One Policy a Month.

What's Included:

For $499/month, you get a complete, automated referral system—built by insurance agents, designed to bring you high-quality loan officer connections without the grind.

  • Local loan officer outreach

  • Automated warm-up campaigns

  • Personalized co-branded LO pages

  • Automated gift campaigns

  • Full compliance & brand-safe messaging

No long-term contract. Cancel anytime.

Frequently Asked Questions

Is this compliant with my company’s marketing guidelines?

Yes. ARMS was created by an insurance agent who understands compliance. Every message is designed to follow industry rules and protect your brand.

How much time will this take?

Not much! We handle the setup and the system does the outreach —you just respond when an introduction is made.

Is there a contract or commitment?

No long-term commitment. You’re in control of your budget and can adjust your participation at any time.

What if the loan officers already have insurance partners?

That’s okay—our system helps position you as a knowledgeable, trustworthy backup or alternative. Many loan officers are open to meeting new partners.

Stop Chasing Referrals. Start Receiving Them.

At ARMS, we believe great insurance agents shouldn’t have to beg for referrals or waste time with cold outreach. That’s why we created a system that finds the right people, warms them up, and gets you talking. You stay focused on serving your clients—we’ll help you fill your pipeline.

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