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For Online Insurance Providers and Platforms Online Insurance

Automate client lead generation at scale with 5% monthly referral growth

Tech-enabled insurance providers and InsurTech companies using GrowSurf’s referral program software get client leads at the lowest possible cost on autopilot

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Capterra

"Before GrowSurf, we custom coded our referral program. We worked with an agency that cost $10,000 to $20,000, so the costs were a lot more higher than what GrowSurf already cost us. 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
What’s possible with GrowSurf?

Grow your online insurance business with strategic referral rewards

Get more clients by offering both your referring clients and new leads with gift cards or account credits on qualified referrals.

Here are examples of how online insurance customers are using GrowSurf:

Earn a $100 gift card reward for every person you refer who submits an application with us!
Receive a $20 gift card for each person you refer!
Share & Earn $50 per referral. Get $50 for every person you refer that apply for OurCompany's life insurance.
Get $250 for every customer you refer.
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Our Features

Explore what makes GrowSurf the perfect referral program solution for getting new insurance leads

Easy referral tracking
Simple referral tracking behind your existing lead flow
GrowSurf works silently in the background to automagically track referrals by attaching on to your current client lead capture flow. No need to change the existing form and automations you already have in place.
HubSpot
Calendly
HTML5
HubSpot referral tracking
Fully automated rewards
Set your rewards on autopilot
Fully automate gift cards or account credits in just a few clicks using our integrations.
You can always choose the people that receive rewards, fully automated or with manual approval.
Gift cards
Account credits (via webhooks or Zapier)
gift card referral reward
Custom referral portal
Copy/paste a few lines of code to embed a referral portal for your clients
When your clients are logged in, they can easily track their referral progress and see easy ways to share through a white-label referral portal that you can embed into your web app by pasting just a few lines of code.
No additional signup step is required from your clients, as they will automatically see their referral link and can start sharing immediately.
Or use GrowSurf-hosted landing pages for a no-code solution, fully customizable from your campaign editor.
referral portal
Automate referrals
Connect to your CRM and GrowSurf knows when referrals happen
GrowSurf connects to CRMs like HubSpot, so referrals can be automatically recognized when your sales team closes deals. No coding required.
You can also automate referrals by connecting to your payment platform.
HubSpot
Salesforce (via Zapier)
Stripe
Braintree (via Zapier)
HubSpot referral program
Third-party integrations
Promote your referral program from your CRM or email service provider
Integrate your referral program with the marketing tools that you use for your online insurance business, like your CRM and email service provider.
Referral emails
100% whitelabeled

The fact that you didn’t code your referral program will be a secret.

Automated rewards

Automate fulfillment or review and approve awards manually.

Built to be easy

Avoid bulky enterprise tools and enjoy clean UX.

Cuts referral program setup time from days to hours

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 three weeks' salary of a junior-level developer.

Collaborate with your team

Invite your team and provide controlled access.

Campaign analytics

Get more insight into your referral marketing efforts than you've ever had before.

Excellent customer service

You can expect top-notch, responsive support from our team.

Anti-fraud system

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

14-day free trial
No credit card required for trial. Cancel anytime.

Tap into your clients for stand-out organic growth

Grow your client base with a scalable referral program that sets up your online insurance business for organic success with excellent ROI

14-day free trial
No credit card required for trial. Cancel anytime.

Not ready yet? Watch our 90-second demo