Referral Software for InsurTech

Automate client lead generation at scale with
5% monthly referral growth

InsurTech companies using GrowSurf's referral program software get client leads at the lowest possible cost on autopilot

Trusted by marketing and product teams at fast-growing insurance companies

FreelyAddifyEmmaPolicyMePatternLifeSeel.com
Emma Life Insurance

"The level of time dedicated to thinking about what we want as a referral program was made easy by GrowSurf.…Referrals make up 5% of our sales and generate more 5-star reviews on Trustpilot."

Jacomo Deschatelets
Jacomo Deschatelets
Co-Founder, CMO at Emma Life Insurance
Examples of How InsurTech Customers Are Using GrowSurf

Grow your InsurTech with
strategic referral rewards

Get more clients by offering both your referring clients and new leads with gift cards, cash payouts, or account credits on qualified referrals.

Features built for InsurTech

Explore what makes GrowSurf the perfect referral program solution for
InsurTech businesses

Capterra GetApp G2 SoftwareAdvice Product Hunt Product Hunt - referral program software
  • Simple referral tracking behind your existing client lead flow
    GrowSurf works silently in the background to automagically track referrals by attaching on to your current client lead capture flow. No need to change the existing form and automations you already have in place.
    Simple referral tracking behind your existing client lead flow
  • Set your rewards on autopilot
    Fully automate gift cards, cash payouts, or account credits in just a few clicks using our integrations. You can always choose the people that receive rewards, fully automated or with manual approval.
    Set your rewards on autopilot
  • Your clients can easily track their referral progress
    Your clients can track their progress and share referral links from your hosted referral portal, which is fully customizable and white-labeled. Alternatively, you can embed referral widgets into your own user portal.
    Your clients can easily track their referral progress
  • Connect to your CRM and GrowSurf knows when referrals happen
    GrowSurf connects to CRMs like Salesforce and HubSpot, so referrals can be automatically recognized when a client moves to completion in your sales pipeline. No coding required. Or connect to your payment platform to recognize referrals (Stripe, Chargebee, Recurly).
    Connect to your CRM and GrowSurf knows when referrals happen
  • Promote your referral program from your CRM, email service provider, or customer success tools
    Integrate your referral program with the marketing tools that you use for your InsurTech business, like your CRM, email service provider, or customer success software.
    Promote your referral program from your CRM, email service provider, or customer success tools, Zapier, and API

100% whitelabeled

Your referral program will be completely branded as your own.

Automated rewards

Automate fulfillment or review and approve awards manually.

Built to be easy

Avoid bulky enterprise tools and enjoy clean UX.

Cuts referral program setup time from days to hours

Building in-house takes weeks. Other referral software takes days. GrowSurf takes less than one day.

Save development resources

One year of GrowSurf costs less than what it takes for your dev team to build a referral program from scratch.

Collaborate with your team

Invite your team and provide controlled access.

Campaign analytics

Get more insight into your referral marketing efforts than you've ever had before.

Excellent customer service

You can expect top-notch, responsive support from our team.

Anti-fraud system

GrowSurf blocks fraudsters and comes with a suite of anti-fraud tools to combat repeat offenders.

Set up your refer a friend program with customer referral and affiliate program software that lowers your acquisition costs, increases customer loyalty, and saves you gobs of time.

Trusted by marketing and product teams at fast-growing insurance companies

PolicyMe (color)AddifyFreely (color)PatternLife (color)Emma (color)Seel.com
PolicyMe (color)AddifyFreely (color)PatternLife (color)Emma (color)Seel.com


Refer and Earn $100

How it works

1

1. Share your unique link with friends or colleagues that are looking for a referral marketing software solution.

2

2. If your friend becomes a GrowSurf customer (31 days after their first payment), we'll send you a $100 gift card and your friend will get a $100 discount on their first invoice.

3

3. Keep sharing GrowSurf to stack your referral rewards (there are no limits!).

Referral Program FAQ

  • I know someone whose company could use GrowSurf. How can I make a referral?
    To start the referral process, please sign up (or log in) to our referral program here. Once you’ve signed up, you can share your unique referral link via email, social networks, and direct email invite. Please note, in order to take part in our referral program, terms and conditions apply. You may view the terms of service of our referral program here.
  • What is a successful referral?
    In order for a referral to count, the person you’ve referred must be brand new to GrowSurf when they sign up and have passed our minimum qualified lead requirements. They must not have been contacted by our team or been a customer or trial user of GrowSurf prior to signup.
  • How do I know how many of my referrals have signed up?
    Once you’ve signed up for our referral program, you will be able to see how many of your referrals have signed up by logging into our referral portal here.
  • If one of my referrals books a demo call, when and how do I get my reward?
    All referrals must be qualified prospects based on our minimum requirements. We manually approve all rewards after a demo call is completed. Once your reward is approved, you will receive an email from us notifying you with more details.
  • My referral forgot to use my unique referral link to sign up. Is there a way I can still receive credit?
    Please contact our team at support@growsurf.com to assist you.

Terms of Service

  • All referrals are manually approved by our team. Self-referrals are not allowed. Abuse or gaming will result in having your account banned.
  • Referral program is limited to GrowSurf customers (including members of paid GrowSurf team accounts)
  • This offer cannot be combined with any other affiliate or promotional offer
0
GrowSurf
Join our referral program
Control Your Privacy
Websites may store or retrieve information on your browser, mostly in the form of cookies. This information is used to personalize your experience and is not usually linked to your identity. You can choose not to allow certain types of cookies, but it may affect your website experience. Learn more and change settings by clicking on the different categories.
ComplyDog
We use cookies as an essential part of our website