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Introducing The ReferMe IQ™ Referral Platform

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!    

  • Plan and pricing options available here
  • Use promo code: RMIQPSM at checkout. The promo code gives you 10% off any 3 or 6-month plan and 15% off any 12-month plan
  • Ask about their managed service option where ReferMe IQ will set it up, customize, and optimize it for you

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.

View introductory video here

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!

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.

Grow your business today with The ReferMe IQ™ Solution. PSM is proud to offer this exciting opportunity to our agents and we hope you will take advantage!