previous arrow
next arrow


As a “thank you” for helping us build the industry we love, we are offering you a finders fee for any direct agents you send our way.  


If you know of any agents that would benefit from Senior Marketing Specialists, provide their info below. For any agent you refer to us, you will receive a $50 referral bonus once they are appointed and ready to sell with their first carrier directly contracted with Senior Marketing Specialists! *


For additional questions on the program, please call Senior Marketing Specialists at 1-800-689-2800.


Agent Referral Form

Maximum file size: 314.57MB


If you need a blank W9 click here to download a copy.


* Disclaimer: Agent Referral Bonus is subject to change.  New Agent defined as carrier appointment (writing number and ready to sell) of their first contract directly with with Senior Marketing Specialists (SMS).  Sub-agents and Licensed Only Agents are not included in the Agent Referral Bonus Program. Agent providing the referral must be a licensed agent with SMS in order to receive any finders fee. Ancillary non-insurance contracted products and services are not included in the Agent Referral Bonus Program.  Products not requiring an insurance license to sell are not included in the Agent Referral Bonus Program.  Payment of bonus is completed on a monthly basis.  Completed W-9 form required to complete payment.

Sign In

Your username is the email you registered with.