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Invite an Agent & Affiliate Program

Invite the agent you work with and you are linked: you can message them and see their guidance inside VestmentPulse. The Affiliate Program pays you for referrals.

How to use it

1. Open Invite Agent, enter their email and an optional message, and send. Once they accept, you are linked.
2. To refer others, open Affiliate Program and apply with your company details, ticking the box if you are a licensed insurance agent.
3. Once approved, use your dashboard for your referral link, stats, Stripe Connect payout setup, and ready-made marketing materials.