Referrals
Know someone who could use help with insurance?
Referring someone simply connects them with me for a conversation and a look at the options available to them. They do not need to know what they are looking for — that is the part I help with.
No pressure. No obligation. Just a conversation about their options.
Which kind of referral is this?
Both take about a minute. The professional form asks two extra questions so I know where the introduction came from.
Personal
Refer a friend or family member
Connect someone you know with independent insurance guidance.
- Friends
- Family
- Coworkers
- Neighbors
Professional
Refer a client or contact
Have a client who needs help outside your area of expertise? Send them my way.
- Realtors & lenders
- CPAs & attorneys
- HR & payroll
- Business owners
How a referral works
A referral to Bishop Insurance Partners is an introduction, not an application. Anyone can send one — friends, family, clients, or colleagues — using the person’s name and one way to reach them. Carter Bishop, a licensed independent insurance broker, then contacts them, introduces himself, and talks through the coverage options available to them. The referred person is under no obligation to buy anything, and no medical information is requested or needed.
Make the introduction
Send me their name and one way to reach them. It takes about a minute.
I reach out
I introduce myself, mention who sent me, and ask what they need help with.
They get guidance
I walk them through the coverage options available to them, at their pace.
Make the introduction
Choose a referral type above and the form opens right here.
What happens next
- I review the referral and check that I am licensed where they live.
- I reach out directly and introduce myself.
- I help them understand the coverage options available to them.
- If keeping what they already have makes the most sense, I tell them that too.
Not sure who to refer?
These are the situations where a conversation usually helps. Each one links to the guidance already on this site, so you can send that along instead if you would rather.
Losing employer coverage
They left a job, were laid off, or lost employer-sponsored insurance.
Turning 26
They are aging off a parent’s health plan.
Becoming self-employed
They started freelancing, contracting, or working 1099.
Moving
They relocated and need to know what is available where they live now.
Turning 65
They are approaching Medicare eligibility and want to understand the choices.
Starting a family
They married, had a child, or their household changed.
Starting a business
A small business owner is weighing what to offer the people who work for them.
Confused about their coverage
They already have a plan but do not know what it actually covers.
Referral questions
Who can I refer?
Friends, family members, coworkers, neighbors, clients, or anyone else who has insurance questions. There is no relationship requirement — only that they know you are passing along their contact details.
What types of insurance can you help with?
Health insurance for people under 65, Medicare, life insurance, dental and vision, supplemental coverage, and coverage for small businesses and their employees.
Can professionals refer clients?
Yes. Realtors, lenders, CPAs, attorneys, HR and payroll teams, benefits consultants, financial professionals, property managers and business owners all use the professional form — provided they have permission to share the person’s contact information.
What happens after I submit someone?
I review the referral, confirm I am licensed in the state where they live, and reach out directly to introduce myself. I mention who sent me, ask what they need help with, and walk through the coverage options available to them.
Does the person I refer have to buy anything?
No. A referral is an introduction and nothing more. There is no obligation to enroll, no cost to talk, and if keeping their current coverage is the sensible choice, that is what I will tell them.
Can I refer someone who already has insurance?
Yes. A lot of the people I talk with already have a plan and simply want help understanding what it covers or how it compares to the alternatives.
What information should I submit?
Their name, one way to reach them — a phone number or an email address — and, if you know it, a general reason for the introduction. That is enough.
What should I not submit?
Do not send medical records, diagnoses, medication lists, Social Security numbers, dates of birth, or financial account details. None of it is needed to make an introduction, and this form is not the place for it.
Can I just send someone your contact information instead?
Yes, and sometimes that is the better move. The sharing tools below copy a link, open a text or an email, or copy my phone number and address so you can pass them along however you like.
Someone come to mind?
You make the introduction. I will take it from there.