REFERRAL PARTNERS

Your Clients Trust You.
Trust Us With Them.

Every referral you make carries your name. When you send a client to RLY Insurance Group, they get a Certified Professional Insurance Agent with 30+ years of experience, 50+ markets competing for their business, and 24/7 access to a real person — the same care you'd want for your own family.

For realtors and lenders, that means coverage that's in place before the closing table, not a last-minute scramble. For advisors and attorneys, it means a client whose risk is actually protected. For everyone, it means a client who comes back to thank you.

Fill out the form in about two minutes. We'll contact your client directly, and you'll be kept in the loop every step of the way.

REFER A CLIENT

Fast. Easy. We'll Take It From Here.

Client Date of Birth (MM/DD/YYYY) Spouse Date of Birth (MM/DD/YYYY)

Current Address

Street

City St Zip

New Property Purchase? Coverage Needed

Office: (561) 472-9851

Mobile: (561) 318-1342

WHY PROFESSIONALS REFER TO RLY INSURANCE GROUP

A Referral That Makes You Look Good

Your clients remember who sent them where. When the insurance goes smoothly — the right coverage, a fair price, no surprises at closing — that goodwill comes back to you. Here's what your client gets, and what you get, every time you send someone our way.

FAST, PERSONAL FOLLOW-UP

We reach out to your client quickly and personally — no call centers, no hand-offs. Your client talks to the agent who will actually place and service their policy.

50+ MARKETS COMPETING

One call puts virtually the entire Florida marketplace to work. Older roofs, coastal homes, flood zones and hard-to-place risks have options here when other agents say no.

YOU STAY IN THE LOOP

We'll let you know when we've connected with your client and when coverage is in place. No chasing, no wondering — and no surprises in the final week before closing.

CLOSING-READY DOCUMENTS

Binders, evidence of insurance, mortgagee clauses and invoices go straight to the lender and title company, on time. Insurance should never be the reason a closing slips.

HONEST, UNBIASED ADVICE

Independent and not tied to any one carrier, our only job is the right fit for your client's home, budget and risk. Your name stays attached to good advice.

24/7 ACCESS, LONG AFTER CLOSING

Coverage questions don't keep office hours. Your client will always reach a real person — at renewal, at claim time, and every year after the deal is done.

HOW IT WORKS

Four Simple Steps. Two Minutes of Your Time.

You make the introduction. We handle everything else — and we keep you posted along the way.

SEND THE REFERRAL

Complete the short form above, or simply call, text or email Mark. A name and a phone number are enough to get started.

WE REACH OUT

We contact your client directly, introduce ourselves as your referral, and gather what we need — without making them fill out a dozen forms.

WE SHOP 50+ MARKETS

We compare carriers, apply every wind mitigation and bundling credit available, and walk your client through options in plain English.

COVERAGE IS BOUND

Documents go to the lender and title company, and you get word that your client is covered. Done — with time to spare.

WHO WE PARTNER WITH

Built Around the Way You Work

Every profession sends us clients for a different reason. Here's how we help each one.

REALTORS

Get an insurance quote early — ideally during the inspection period — so roof age, flood zone or 4-Point findings never derail a deal. Buyers who know their true monthly cost close with confidence.

MORTGAGE LENDERS & BROKERS

Accurate premiums for escrow, correct mortgagee clauses, and binders delivered on your timeline. Fewer conditions to chase and fewer re-disclosures from late premium changes.

TITLE & CLOSING AGENTS

Evidence of insurance and paid receipts in your inbox before the closing package is due — and a responsive agent to call when something needs fixing that day.

FINANCIAL ADVISORS, CPAs & ATTORNEYS

The wealth you help clients build deserves protection. We review liability limits, add umbrella coverage and close the gaps that put assets at risk — a natural extension of your planning.

BUILDERS, PROPERTY MANAGERS & LANDLORDS

New construction, rental and investment properties, condos and vacation homes. We know which carriers want these risks and how to write them properly.

CLIENTS, FRIENDS & NEIGHBORS

You don't need a license or a title to refer someone. Many of our best clients came from someone who simply said, "Call Mark." We treat every one of them like family.

FOR REAL ESTATE & LENDING PARTNERS

Keeping Florida Closings on Track

In today's Florida market, insurance is one of the most common reasons a closing gets delayed — or a buyer walks away. Carriers have tightened their rules on roof age, older plumbing and electrical, and coastal exposure, and premiums can vary by thousands of dollars from one house to the next. A buyer who finds that out the week before closing is a buyer under stress, and a deal at risk.

The fix is simple: refer early. The best time to send us a buyer is when they go under contract, or even while they're still deciding between homes. With an address in hand, we can tell you within the inspection period whether the home is insurable, what it will realistically cost, and whether anything — a roof, a 4-Point finding, a flood zone — needs attention before the deal moves forward.

WHAT HELPS US MOVE FASTEST

Don't let missing details stop you from referring — we can work with just a name and number. But if you have any of the following, send it along and we'll get to an accurate quote sooner:

The property address and expected closing date.
The seller's wind mitigation report or 4-Point inspection, if one exists — a recent wind mit can lower premiums substantially.
The buyer's home inspection, especially notes on the roof.
The lender's mortgagee clause and loan number, once available.
An elevation certificate for homes in a flood zone.

Reports can be emailed directly to Mark@RLYIG.com.

COMMON QUESTIONS FROM PARTNERS

Is there any cost to my client?
No. Quotes and coverage reviews are free, with no obligation. Your client only pays the premium for a policy they choose to buy.

What if my client already has insurance?
Send them anyway. A no-pressure second opinion often uncovers missing flood coverage, low liability limits or unclaimed discounts. If their current policy is the right fit, we'll tell them so.

Will you keep me updated?
Yes. Include your email or phone on the form and we'll let you know when we've reached your client and when coverage is in place. We share the status you need for the transaction — never your client's private details beyond what's appropriate.

Can you help clients outside Florida?
Yes. RLY Insurance Group is licensed in Florida, New York, North Carolina and Texas — helpful for snowbirds, second homes and clients relocating to or from Florida.

What if the home is hard to insure?
That's exactly when to call. With access to 50+ markets, including carriers that write older roofs, coastal properties and homes others decline, we can often find coverage that a single-carrier agent can't. And when the only option is Citizens, we'll say so honestly — after we've actually checked the private market.

A PARTNERSHIP, NOT A TRANSACTION

Mark Youngelson, CPIA, founded RLY Insurance Group on a simple idea: insurance should take one call, not five. That's the experience your clients will have — 30+ years of expertise, a background at Merrill Lynch and JPMorgan Chase, and an agent who personally picks up the phone. We'd be honored to earn your trust, one referral at a time.

Want to talk about how we can work together? Call, text or schedule a 30-minute introduction with Mark. We're happy to meet your team, share quick-reference materials for your office, or simply put a face to the name.

READY TO REFER? HAVE A QUESTION?

Let's take care of
your client together.

Office: (561) 472-9851 Mobile: (561) 318-1342 Mark@RLYIG.com

Your Clients Trust You.Trust Us With Them.