Insurance Referrals | Sokar Group

SOKAR GROUPBuilding Wealth. Protecting Futures.

Choose the correct referral path

Who is submitting the referral?

Select one option. Only the applicable referral form will open.

For Sokar brokers and team members

Internal Referral

1. About You

Tell us who is making the referral so the opportunity can be attributed and followed up correctly.

Your Name * Your Division / Agency * Your Email * Your Phone Number

2. Person Being Referred

Provide at least one reliable way for Sokar Group to contact the person.

Full Name * State and ZIP Code Email Address Phone Number Preferred Contact Method * Best Time to Contact Existing Sokar Client? *

3. Referral Details

The selected division is used for referral routing. Product-specific qualification happens within that division’s own process.

Product / Division Needed * Specific Need Desired Effective or Renewal Date Urgency * Notes / Details About the Opportunity

Referral Authorization & Important Notice Read required notice

By submitting this referral, I confirm that the information provided is accurate to the best of my knowledge and that I am authorized to provide it. When I provide another person’s contact information, I confirm that I have permission to share it with Sokar Group so that Sokar Group or an appropriately licensed representative may contact that person regarding the requested insurance or related services.

Submission does not bind or modify insurance coverage, guarantee eligibility or issuance, constitute an insurance application, or create an insurance contract. A referral does not authorize anyone to solicit, negotiate, recommend, quote, sell, or otherwise transact insurance unless appropriately licensed and authorized.

Products and services are subject to licensing, carrier appointments, underwriting, availability, policy terms, conditions, and applicable law. Referral recognition, credit, compensation, or other consideration, if applicable, is governed by Sokar Group policies and applicable law and is not guaranteed by submission.

Do not include Social Security numbers, Medicare numbers, payment information, medical records, or other sensitive information.

I confirm that I have permission to share the referred person’s contact information and agree to the Referral Authorization & Important Notice. *

For clients, partners, and trusted contacts

External Referral