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Tech Support 800 820-1665 | Help Center | Sales 800 875-6033

Refer a Friend

Refer A Friend

Thank you for helping Xanatek with our sales efforts! Referrals are a key for agency management systems as no one knows more than our clients what our product/service/training delivers!

Name of Referring Agent

Referring Agency Name

Name of Agency

Name of Contact

Address

Email

Phone

 

By clicking submit, you acknowledge that this is your signature of approval.

Referral Rules

To: All IMS CUSTOMERS

Re: Agency Owners and Employees are eligible to receive referral fees!

Agency Owners

  • New Referrals Earn a $100 to $500.
  • Existing Leads Earn a $25 Gift Card.
  • Qualify even when your staff submits referral.

Agency Employees

  • New Referrals Earn a $50 Gift Card.
  • Existing Referral Earn a $25 Gift Card.

Xanatek will pay you for each referral that purchases Insurance Management Solutions.

Rules for the Agency Owners:

  1. Submit a new prospect to Xanatek that is not in our system, you will earn between $100 and $500 when they purchase IMS. (A new prospect is one that does not already exist in our database.)
  2. If the prospect already exists, and you are the FIRST to refer them, we will send you a $25 gift card when they purchase IMS.
  3. You have to submit the prospect on Xanatek.com.
  4. First come first serve – Sometimes we will have more than one person refer the same agent. We will pay the referral fee to the first agent who tells Xanatek about the lead.
  5. Paid-in-full – The fee will be paid after their bill is paid.
  6. The above rules apply even if your staff submits the referral.

Rules for Employees:

  1. Submit a new prospect to Xanatek that is not in our system, you will earn a $50 gift card when they purchase IMS. (A new prospect is one that does not already exist in our database.)
  2. If the prospect already exists, and you are the FIRST to refer them, we will send you a $25 gift card when they purchase IMS.
  3. You have to submit the prospect on Xanatek.com. Please visit our website and submit the name, address, phone and email.
  4. First come first serve – Sometimes we will have more than one person refer the same agent. We will pay the referral fee to the first agent who tells Xanatek about the lead.
  5. Paid-in-full – The fee will be paid after their bill is paid.

Here are some additional tips:

  1. Have the referral remind us that you sent them.
  2. Feel free to ask us how it’s going! If you refer someone, we would be glad to keep you informed about the sales process.

Xanatek may change this program at any time. We also reserve the right to distribute the amount between multiple referrals when necessary. The amount of referral fee will be set at time of sale and is based upon purchase price paid by the lead.

Thanks and keep referring!

Brent Sheppard

412 S Lafayette Blvd
South Bend, IN 46601

tech@xanatek.com

sales@xanatek.com

Tech Support 800 820 1665

Sales 800 875 6033