Client Appreciation Partnership | Engarde Financial Group

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Client Appreciation Partnership

Turn One Client Appreciation Email Into More Value for Your Clients and Additional Revenue for Your Agency

A simple, no-cost program that helps independent insurance agencies provide additional value to their home and auto clients—without changing how they do business.

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No setup fee No monthly fee No additional staff required $1,000 per successful referral No chargebacks

How It Works

A Simple Five-Step Partnership

Email→ Checkup→ Gift→ Help→ $1,000

1

Invite Your Clients

We provide a professionally written Client Appreciation Email for your qualified home and auto clients. Your agency simply sends the email to its existing clients.

We write it. Your agency sends it.

2

Clients Complete a Complimentary Homeowner Financial Checkup

Your clients complete a simple 5–7 minute Homeowner Financial Checkup designed to identify financial opportunities they may want to learn more about.

Becoming debt-free sooner
Paying off a mortgage earlier
Retirement planning
Family protection
College planning
Estate and tax strategies
Building long-term financial security

3

Your Clients Receive a Thank-You Gift

Every client who completes the Homeowner Financial Checkup receives a $10 Dunkin’ gift card, courtesy of your agency.

Engarde pays for every gift card.

It is simply a way to thank your clients for their time while helping your agency strengthen the relationship.

4

We Help Clients Who Request Additional Information

At the end of the checkup, clients may request complimentary information related to the financial topics that interest them. When they do, your agency makes a simple email introduction. From there, Engarde handles the rest.

No financial presentation required from your agency
No product explanation required
No follow-up required
No additional client servicing required

Your agency makes the introduction. Engarde provides the help.

5

Your Agency Gets Paid

When one of your clients becomes a new Engarde client through the Client Appreciation Partnership, your agency receives:

$1,000 Referral Fee

No Chargebacks. Ever.

Once your referral fee is paid, it stays with your agency.

One Email. One Checkup. One Introduction. $1,000 Per Successful Referral.

No setup fees. No monthly fees. No additional staff. No chargebacks.

Simple By Design

The Partnership Is Designed to Stay Simple

Your Agency

Send the Client Appreciation Email
Make a simple email introduction when a client requests help
Receive your referral fee when the opportunity closes

That’s it.

Engarde Financial Group

Build your agency-branded Homeowner Financial Checkup
Provide the client email templates
Pay for every $10 Dunkin’ gift card
Review the client’s responses
Provide requested financial information and resources
Meet with interested clients
Handle all follow-up
Handle implementation and ongoing service
Pay your agency $1,000 for every successful referral

Why Agencies Like It

Built Around the Way Your Agency Already Operates

✓ No cost to participate

✓ No setup fee

✓ No monthly fee

✓ No chargebacks

✓ No complicated sales process

✓ No additional staff required

✓ No new renewal process required

✓ No outbound calling campaign required

✓ Strengthens client relationships

✓ Creates additional revenue from clients you already serve

You do not have to change how your agency operates. We provide a simple client-appreciation process that fits into the communication you are already doing.

Why It Works

Why Clients Are Likely to Respond

✓ The invitation comes from an insurance agency they already know and trust

✓ It is positioned as a client appreciation benefit

✓ The checkup only takes 5–7 minutes

✓ Clients are not asked for sensitive financial information

✓ The $10 gift card shows that the agency values their time

✓ Clients decide whether they want additional information

✓ The process is complimentary and pressure-free

Both Directions

A Partnership That Can Create Referrals Both Ways

When Engarde helps a referred client—or someone that client later refers to us—we may uncover a need for personal home and auto insurance. When appropriate, those personal-lines opportunities can be referred back to the agency that started the relationship.

Agency Client→ Engarde Financial Help→ New Home & Auto Opportunity→ Referred Back to the Agency

Is It a Fit?

Is Your Agency a Good Fit?

The Client Appreciation Partnership may be a strong fit for independent agencies that:

Serve a meaningful number of home and auto clients
Want to add value without creating a new sales department
Are comfortable sending client-appreciation emails
Care about strengthening client relationships
Want additional life-insurance-related revenue opportunities
Are properly licensed and approved to participate in the compensation arrangement
Are willing to make simple email introductions when clients request help

Participation and compensation are subject to appropriate licensing, carrier, agency, and state requirements.

FAQ

Frequently Asked Questions

No. There is no setup fee or monthly fee for participating agencies.

Engarde pays for each $10 gift card. The gift is presented to the client courtesy of the participating agency.

No. Your agency sends the email and makes an introduction when a client requests additional information. Engarde handles the financial conversations and follow-up.

The client still receives the gift card for completing the checkup. No introduction is required, and there is no obligation.

The agency receives the referral fee after a referred client successfully becomes an Engarde client and all applicable requirements are satisfied.

No. Once the agency’s referral fee is paid, Engarde will not charge it back.

One Email. More Client Value. Additional Revenue.

Provide more value to your home and auto clients without adding staff, changing your workflow, or building a new financial-services department. When Engarde successfully helps one of your referred clients, your agency earns a $1,000 referral fee with no chargebacks.

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