we say "thank You" for you
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What we do, and how we partner with Mortgage brokers & age
we grow together and how that beniefits you
We have 20 years of insurance experience helping clients prepare for the unknown. We are an insurance broker and do the shopping for your clients. Most insurance agents try to be a jack of all trades but here at Copper Ridge we are the master of Home coverage. Our home insurance knowledge and A rated carriers puts us in front of the rest when it comes to helping your clients. By being a referring partner, we grow by helping your clients easily obtain the best insurance coverage while shopping the industry, and we also help you grow with supporting your marketing efforts and asking for referrals --see below for examples
Example of our marketing efforts for you-- or please let us know how we can help grow your businesswith a different idea you may have. We are open to all ideas
- How the program works is pretty simple. Each home insurance policy we write for our customers ( your clients) we send them a gift basket from us welcoming them to the family. We also include a note from you and your business cards thanking them as well. The gift basket is delivered to your client's doorstep after closing and is always a well received and thoughtful idea and in turn helps them remember you when they need a new loan or their friends and family are purchasing a home as well.
- Side note: we also do charitable donations and other marketing tactics such as email blasts, paper ads, and car magnets as well. Each referral we allocate $100 towards their gift or donation.
- Most importantly our customer service to you and your clients is our first and top priority.
Your client's needs
How many check boxes do your clients have on the first day to complete in order to get the loan moving? Last thing they want to do is shop around for home insurance. It's another added benefit you can provide your client.- See below for the process
Providing the Quote--Process
Step one:
You ask " Would you like me to get a couple insurance quotes for you or do you have a broker already?" They say please go ahead and have us shop and we are off!!
Step two:
We send the quote with coverage and premium back to you with a replacement cost estimator and YOU in turn send it to your client.-Not us. We do not contact the home buyer until they decide to move forward with the quote.
Step three:
They compare to their own quote or just go with the quote you send them. That simple--
Frequently asked questions below
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
Most of the time the quote comes back to you the same day. Many times within an hour. and since this is a very passive process behind the scenes, you will know they are receiving the basket when you begin receiving thank you voicemails and emails.
We understand the importance of getting what is the priority done first. That is why we do not ask or talk about other insurance. Closing on the loan is both of ours top priority.
We are open to any and all options you may have. What works for you is how we will proceed. Please give us a call or email us to discuss what ideas you have that may work better. Thank you.
Refferal marketing program
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