Refer a Client | Split Case Program
OCI writes and supports the case – you get paid!
As your partner, we are here to help you own the entire insurance relationship with your customer.
Benefits to you:
- Increase customer loyalty. Supporting your client across all of their insurance needs lets them know you’ve got their back.
- Grow your bottom line. Focus on what you do best, establishing and growing customer relationships.
- Retain your client. Prevent them from going down the street to another agent.
Two Simple Steps:
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Refer your client. You own the customer relationship. OCI is your partner in business and will reach out to your client on your behalf as your benefits partner. | |
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We do the work. OCI will make the sale as your identified partner, help your client enroll in the best-suited plan, service, and support the policy. Stay informed of your referrals through your OCI online account. | |
All service and support of the policy after issuance will be administered by OCI and there will be no further requirements on your agency. Please reference your B&A commission guide for additional details.
Questions? Please contact the LD Team with American Family at extension 33100.
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