Partner Program Β· Insurance Agents Β· BOP Β· Commercial Lines

Insurance Agents: Add a Monthly Residual to Your Commercial Book.

You already write the BOP and know how the business gets paid. Refer that same client to CoreMobile and earn a monthly residual on top of your commission - for as long as the merchant processes.

Illustrative Β· One referred client
The relationship compounds. Your residual stacks every year they keep processing.
Year 1
Year 2
Year 3
Year 4
Year 5
Cumulative residual on one referred client.
The renewal you write becomes the residual you keep.
Lifetime, not one-time. Every month they process, you earn.
Why it fits your book

The lines of commercial coverage where this fits naturally

If you write any of these, you already have the conversation. CoreMobile slots in as one more value-add the client benefits from and you earn ongoing on.

BOP

Business Owner’s Policies

Every small business with a BOP takes payments somehow. Many are on flat-rate processors and do not know what they are losing. The BOP renewal call is a natural moment to surface the savings.

GL + Workers Comp

Contractors & tradespeople

Plumbers, electricians, HVAC, landscapers - they collect at the job. Tap-to-pay on the phone fits exactly how these tradespeople already work. Replace the awkward invoice-in-the-mail cycle.

Commercial Auto

Mobile service businesses

Delivery, mobile detailing, pet services, tow operators - all process payments away from a fixed location. CoreMobile's no-hardware tap-to-pay is built for the same on-the-go pattern your commercial auto policies cover.

Common Questions

Insurance agent partner FAQs

Why are insurance agents a good fit for a payments referral program?
Commercial agents already have trusted relationships with small business owners. A payments referral is a natural, low-friction add to that conversation.
Can independent insurance agents legally accept referral fees from a payments company?
In most states, yes - with written disclosure to the insured. Check your state rules, E&O carrier, and agency policy first.
What kind of insurance agents convert best as CoreMobile partners?
Commercial lines producers serving card-accepting businesses like restaurants, retail, and contractors convert best. Personal-lines-only agents see fewer fits.
Do I have to know anything about payment processing?
No. You introduce, we handle the rest - demo, application, underwriting, and onboarding. You get monthly residual reports so you always know what is owed.
How do payouts work for insurance agent referrals?
Monthly residuals by direct deposit on the volume of every account you refer, for the life of the account. Exact structure is confirmed at onboarding.
Can I refer existing clients or only new prospects?
Both. Existing clients are often the best referrals since the trust is already built. Many agents start with clients on Square, Stripe, or Clover, where the savings are clearest.

Add a residual line to your commercial book.

No application required. Refer your commercial clients to CoreMobile and earn monthly residuals on top of your commission.

No hardware required Β· iOS & Android Β· No setup fee

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