ExecWing for insurance agencies and networks.
Independent agencies, clusters and networks. Refer the leaders you already work with and earn a recurring referral fee for as long as they stay. Fee details on request.
Where a dedicated assistant fits.
Producers sell; service teams drown in certificates, endorsements and renewals. An insurance virtual assistant handles routine service tasks so licensed staff focus on licensed work.
What your clients usually hand off
- Certificates of insurance and endorsement requests
- Renewal prep and quote data entry
- AMS clean-up and activity logging
- Client follow-up and reminders
Roles your clients usually start with
Each assistant is dedicated to one client, managed by ExecWing, and available part-time or full-time (typically 20- or 40-hour workweeks).
How insurance agencies and networks work with us
- Refer agencies in your network that need service capacity
- Use an assistant for your own agency's service desk
- Keep licensed tasks with licensed staff; the assistant handles admin
Professional rules. Licensed professionals must follow their own referral-fee and disclosure rules. We provide a disclosure template on request; ask your own counsel or regulator if you're unsure.
How the referral works
Sign up
Use the form on the partner page. We send the partner agreement and a W-9 request.
Introduce
Email the leader, copying [email protected]. We confirm acceptance within 10 business days.
We deliver
Meeting, matching, onboarding and weekly quality checks, all handled by ExecWing.
Get paid
Your referral fee is paid after the client pays, with a statement each time.
A summary only; the signed Partner Referral Agreement controls. Read the plain-English agreement summary.
Questions from insurance agencies and networks
Can the assistant quote or bind?
No. Anything that requires a license stays with licensed staff. Assistants handle admin and data entry.
Do you know our agency systems?
Common agency systems include Applied Epic, AMS360, HawkSoft and EZLynx; we match the role to your system.
Is there a cost to join?
No. There is no fee to join the partner program.
How much do partners earn?
A recurring referral fee on each client you refer, for as long as they remain a client. We share the details when you request the partner agreement.
Do I have to sell?
No. Make an introduction; we handle the meeting, contracting, onboarding and quality checks.
How do I register a referral?
Send an email introduction copying [email protected], or submit the company through your partner sign-up. A referral counts if the client signs within 180 days, and the first accepted registration wins.
When am I paid?
By ACH within 30 days after each month (or quarter, if you choose) in which we collect fees. Balances below the minimum payout carry forward to the next payout.
Is assistance part-time or full-time?
Either. Assistance is available part-time or full-time, typically 20- or 40-hour workweeks.
Ready to introduce a client?
Request the partner agreement, or schedule a 20-minute meeting to see whether the program fits your practice.