Client Referral Rewards

The highest compliment we receive is a referral. When you introduce us to a friend, family member, or business associate, we want to say thank you.

How It Works

1. Refer Someone You Know

Send us their name and contact information, or ask them to mention you when they get in touch with us.

2. We Connect With Them

We’ll reach out for a no-obligation coverage review.

3. Receive Your $10 Amazon Gift Card

You’ll receive a $10 Amazon gift card in the mail as a thank you for the referral, whether we write their insurance or not.

Why Refer Phelan Insurance Agency?

We focus on clear explanations, proactive service, and helping clients understand what they have and why it matters. Whether it’s personal insurance or business coverage, every conversation begins with education and strategy, not a sales pitch.

Your referral will be treated with professionalism, respect, and the same level of attention you expect for yourself.

Call our office, email us, or submit a referral through our online form below. We’ll take it from there.

Program Details

Reward: $10 Amazon gift card

Eligibility: Available to current Phelan Insurance Agency clients only

Limit: Maximum of one (1) gift card per household per calendar month

Reward is not contingent on a sale: You receive the gift card simply for the referral

No purchase required

There’s no limit to how many months you can participate, just one reward per household each calendar month

Important Legal Disclosures

This program is designed to comply with Ohio insurance regulations, including Ohio Revised Code provisions related to rebating and inducements, which generally prohibit offering items of value contingent upon the sale of insurance.

The $10 gift card is a nominal, fixed-value token of appreciation. The gift card is not tied to the purchase of insurance and is provided regardless of whether a policy is written. The referral reward is offered uniformly to eligible clients and does not vary based on premium size or policy type.

Phelan Insurance Agency reserves the right to modify or discontinue the program at any time. The program is void where prohibited by law.