Sign Up For Referral Activity Report

Captive Agents can receive a personalized monthly report via email listing all referral activity from their agency to Thum. The report is ongoing and updated each month to show new client activity and status changes to previous referrals. There is no charge for this service and no minimum of referrals required.

The report lists clients in alphabetic order by last name. For each client the report includes the insurance product type, policy effective date and their quote or policy status. This helps you track your referrals and bring them back to your agency when the customer can meet your underwriting requirements (i.e. improvement in driving record or ability to show six-months of previous insurance without a lapse).




Thum will email the personalized monthly referral report to the referring agent. To receive your monthly referral activity report just provide the following information and click submit.

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