For Realtors · Mortgage Lenders · Auto Dealers
Send us your client once. We quote, bind, issue COIs, and keep you in the loop — licensed in Texas, Colorado, Missouri, and Tennessee, shopping 25+ carriers as an independent agency.
Who this page is for
Realtors
Home, landlord, and flood quotes timed to option periods and closings. We help buyers satisfy lender requirements without last-minute panic.
Mortgage loan officers
Evidence of insurance, escrow-friendly declarations, and flood when the determination requires it — with docs your processor can actually use.
Auto dealers & F&I
Personal and commercial auto, gap conversations when relevant, and certificates for financed or leased units when the lender asks.
Partner service levels (our targets)
These are our internal response goals for complete referrals during business hours (Mon–Fri 8:30am–6:00pm CT; Sat 10:00am–2:00pm CT). Complex risks, surplus lines, or missing underwriting info can take longer — we’ll tell you early.
First response
Same business day
We acknowledge your referral and confirm next steps, usually within a few hours when submitted before 3pm CT.
Standard quotes
Same day–next day
Personal auto/home and many business packages when the client answers quickly and risk details are complete.
COI / evidence of insurance
Same day after bind
Once the policy is bound and recipient details are confirmed, we issue COIs or EOI for lenders, landlords, and GCs.
E-sign & bind
DocuSign ready
Applications, disclosures, and bind docs go out electronically so clients can sign from their phone — then we bind and send proof.
How partner referrals work
- You send the client with the form below, a call, or an email — include closing/delivery date if you have one.
- We shop carriers that fit the risk (25+ markets) and explain options in plain language.
- Client e-signs via DocuSign when you’re ready to move; we bind and issue COI/EOI to the parties you name.
- You stay copied on status that affects your deal — without chasing five different inboxes.
Send a client
Prefer the phone? Call (800) 253-1482 and say you’re a referral partner. Or use this form — it emails our quotes desk directly.
We never sell client leads. Submissions go to Quotes@planforfreedom.com. For urgent same-day closings, call (800) 253-1482.
Coverage we place for partner deals
- Home & landlord — including hard-to-place and wind/hail conversations in Texas
- Personal auto and commercial auto
- Flood (NFIP and private options when available)
- Business / BOP / GL — COIs for landlords and general contractors
FAQ for partners
Will you steal my client relationship?
No. We’re the insurance partner on the deal. We coordinate with you on timing, COIs, and lender/dealer requirements, and we don’t pitch unrelated services that cut you out of your transaction.
Can you issue a COI before the policy is bound?
Evidence of insurance and certificates are issued after the policy is bound (or as the carrier allows for binders). Tell us the holder/additional insured wording you need up front so we don’t bounce it later.
Do clients have to come into an office?
Usually not. Quotes, DocuSign, and payments can be handled remotely. We’re also in Flower Mound, Coppell, and Breckenridge, TX if an in-person meeting helps.
What if the client already has an agent?
That’s fine — send them only when they want a second look or their current market isn’t working. We’ll be clear and professional either way.
Freedom Insurance Group is an independent agency licensed in Texas (#1325461), Colorado (#770726), Missouri (#3003193182), and Tennessee (#3003190192). Partner service levels are targets, not guarantees of underwriting approval or carrier timelines.
