Referral Software for Insurance

Grow your insurance business
through customer referrals

Give customers a simple way to recommend your insurance business. Track who referred each new lead and review rewards before they are sent.

Trusted by marketing and product teams at fast-growing insurance companies

Emma Life Insurance

"The level of time dedicated to thinking about what we want as a referral program was made easy by GrowSurf.… Referrals make up 5% of our sales and generate more 5-star reviews on Trustpilot."

Jacomo Deschatelets
Jacomo Deschatelets
Co-Founder, CMO at Emma Life Insurance
How insurance referral programs work

Grow your insurance business with
strategic referral rewards

You decide what rewards to offer. Choose when a referral counts, and connect your CRM or your own system to let GrowSurf know. Review rewards before they are sent.

Features built for Insurance

Why GrowSurf works for
insurance businesses

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  • Track who referred each lead
    Connect GrowSurf to your lead capture flow so you can see who referred each new lead. Keep using your existing forms and follow-up emails.
    Track who referred each lead
  • Review rewards before they are sent
    Use manual approval so your team can review each reward before it is sent. Send rewards through supported integrations, or let your team handle delivery in your own system.
    Review rewards before they are sent
  • Let customers see their progress
    Add a referral widget to your customer portal so customers can share their link and see their referrals and rewards.
    Let customers see their progress
  • Choose when a referral counts
    Your CRM or your own system confirms the action your team chose and lets GrowSurf know. Your team handles policy status, cancellations, and any other checks your program requires.
    Choose when a referral counts
  • Promote your referral program
    Use your CRM, email platform, or customer success tools to tell customers about your referral program.
    Promote your referral program

100% white-labeled

Your referral program will be completely branded as your own.

Automated rewards

Send rewards automatically, or approve each one first.

Built to be easy

A clean, simple dashboard that anyone on your team can use.

Launch in a day, not weeks

Building in-house takes weeks. Other referral software takes days. GrowSurf takes less than one day.

Save development resources

One year of GrowSurf costs less than what it takes for your dev team to build a referral program from scratch.

Collaborate with your team

Invite your team and provide controlled access.

Referral analytics

See conversion rates, top referrers, and which channels drive the most referrals.

Excellent customer service

Get answers and hands-on help from our team when you need it.

Anti-fraud system

GrowSurf blocks fraudsters and comes with a suite of anti-fraud tools to combat repeat offenders.

Trusted by marketing and product teams at fast-growing insurance companies