Terms of Use
Written in plain language so partners know what to expect before they participate.
ReferralReady.net is a referral relationship platform. It is not an insurance company, insurance agency or insurance carrier. Insurance products and services are provided by participating licensed insurance professionals.
The platform helps professionals maintain referral relationships. It does not sell, quote, bind or service insurance.
You agree to use the site for its intended purpose, to provide accurate information about yourself and to respect the privacy of anyone you introduce.
You may not attempt to access private areas, other partners' records or the secure introduction handoff without an active personal link.
Listing in the partner directory requires your opt in and administrative approval. Listing is not an endorsement of any specific outcome or result.
You may ask to be hidden or removed from the directory at any time.
There are two ways to introduce someone. An approved partner can use their personal secure link, which carries their attribution automatically. Anyone else can use the open introduction form.
When you use the open form you give your own professional information and you consent to the participating agency keeping it. That creates a new partner prospect record, or it matches you to the partner record you already have, so the agency can thank you and invite you into the network. The introduction is credited to that record.
The information you give about the person you are introducing is different. It is transmitted one time to the agency and is never retained in this application after the email handoff.
Either way, the introduction is a one time handoff to the participating agency. The platform does not retain client records, does not route referrals to third parties and does not provide a client status page.
You are responsible for confirming that the person agreed to be contacted before you introduce them.
Content on this site is general education. It is not a specific recommendation, and it is not a promise of savings, approval, pricing, eligibility or an underwriting outcome.
Coverage options, eligibility and pricing vary by individual situation.
These terms may change as the platform grows. The last updated date below tells you which version you are reading, and continued use means you accept the current version.
Write to info@referralready.net with any question about these terms, your directory listing or how an introduction is handled. A person will respond.
Last updated August 23, 2026.
