Your clients trust you at exactly the moments
A referral partnership for independent agents. No cost, no work moved onto your desk, and no risk to the relationship you have spent years building.
The asset you already own.
Think about when a family calls you. A new job. A new child. Retirement planning. A pension decision. Those are precisely the life events that create tax refunds, and at those moments you are the professional in the room they already trust.
That trust, at those exact moments, is an asset. Today it earns you nothing beyond the policy. This partnership pays that asset without spending it: you make one introduction, in your own name, and a service your client will thank you for does the rest.
Five protections, built in.
Each of these can be written into the agreement.
It competes with nothing you sell. We sell no insurance and no financial products. Refund review is the entire business.
Your client remains your client. One matter, handled in and out. We have no follow-on product to move them to.
It asks nothing of you. The introduction is a short message we draft and you approve: five minutes, in your voice. Everything after it is our work.
It is professionally covered. Every filing is prepared and submitted under the responsibility of a licensed CPA firm.
Your name is protected by the fee structure. Your client pays nothing unless money is actually recovered. The worst case you can be associated with is a free check.
The client experience your name is attached to is the one printed on our home page: six commitments, in writing.
How it works.
You approve one message
Written for your voice. You change any word of it.
Your client takes the check
Two minutes, no documents, no commitment.
We review; the CPA files
The state pays your client directly, with interest and linkage.
You receive your share
25% of our fee on every client you referred, itemized in a plain monthly statement. Every referral carries your code, so attribution is never a discussion.
What the numbers look like.
We will not print a number here that we cannot yet defend. So the frame stays honest: an agent with 300 active families; if ____ of them hold a year worth checking, and the average fee on a recovered refund is ₪ ____, then your 25% is ₪ ____ per referred client, and ₪ ____ in a year, if projections are correct, for introductions that take five minutes each.
We fill in the blanks together, on paper, before you send a single message. And a referred family is not one transaction: life keeps qualifying them. The lifetime arithmetic is on the Economics page.
Here is what you should do.
Send one message. We will draft it, you will approve every word of it, and your first monthly statement will tell you, in shekels rather than projections, what this channel is worth inside your book. If it is not worth continuing, you will have lost five minutes. That is the whole downside.