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Referral Program


Help another agent find the same good solution for secure agent email that you found, and have a coffee as a thank you! 


If you refer an agent who buys annual Secure Agent Email, you'll get a $4 coffee card. All you have to do is tell the agent about this website, and be sure the agent knows your email address. Details are below.

Why  a coffee card?

Because you meet clients all the time at the coffee shop, and you meet other agents there, too. 

Why $4?

Because $5 often leaves useless change on the card, and $3 is not enough.

Do I need to be a customer myself in order to refer agents?

We hope you are also a customer, but you don't have to be. You can refer agents even if you don't use the service yourself. After all, you might be a compliance officer with access to secure email in your own office already, looking for a good solution that remote independent agents can use. 

How does it work?

Send an agent the address to this site and say there is a referral question on the request form. Tell the agent to put your first name and email address on the form. Once the agent buys annual service, you will be contacted by email for a shipping address. When you confirm your address, your coffee card will be sent to you by mail. It's that simple. Be sure the agent enters your referral information at the time of the initial request, because retroactive referrals are not valid.


Is there a limit?

There is no limit. If you know an agent who needs secure email service, tell the agent. If you know ten agents, tell them all. You'll get a coffee card for each agent who buys annual service. There is no limit on the number of referrals you can make. Keep in mind, though, that you can't be your own referring party, and each new annual service customer can have only one referring party. If the same agent is referred by more than one referring party, only the first referral will count. Also, referrals apply only to new customers with new annual service, and not to annual service renewals.

Any other fine print? 

 Coffee cards are very useful, especially for agents. But they sometimes get lost or abandoned. So your coffee card will have a 90 day expiration date. Use it anytime before it expires. If you don't spend your $4 at the coffee shop within 90 days, however, the balance on the card will revert to zero.  But that's not too much to ask, is it?  You have client meetings often, right there at the coffee shop.


I don't want to make a referral, I want to buy a gift card instead.

Great news.. That's nice of you to give an agent a helping hand. Gift cards are here.

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