Refer Your Client | Preferred Choice Financial Group

Quote My Client

Complete the details below to get a free insurance quote to your client.

We know how you wish to make sure that your clients and their purchase can have a happy and healthy life. Auto Insurance is extremely important for all drivers and motorists, and Homeowner's Insurance is extremely important for all homeowner's and renters. Preferred Choice Financial Group can make sure that your clients get the protection that they need. We will make sure that your clients needs are met. Because of your loyalty to our agency, we will be happy to give you a gift card for every referral from you!
This referral program allows you to immediately quote your clients for auto and motorcycle insurance, as well as homeowner's & renter's insurance. We can insure a car used for personal use or for company use. We can also insurance homes and rented spaces

Preferred Choice Financial Group knows that you want to always be improving your company's reputation. We will respect you and your clients. We will ensure that they are satisfied with their coverage and that they are pleased with our continuing relationship with them. Give us a call and see how a relationship with Preferred Choice Financial Group can help your organization.

How It Works:

​Step 1

You refer your client

Our online form has made it easier for dealerships, realtors, and firms to give quotes to their clients. Just fill out the form, and request an auto insurance or home insurance quote on behalf of your clients. We can also help with motorcycle and specialty vehicle insurance, as well as apartments, condos, and seasonal and vacant properties.

Step 2

We Insure your client

After your request has been sent to our office, we will email you back and explain your client’s quote. In that email, we will also answer any questions your client may have about the policy and coverage they are interested in. We want to build a long-lasting, professional relationship with you and your clients. Our agents will then send you an email showing proof of coverage.

Step 3

You benefit directly

After the sale of the insurance plan, proof of coverage will be sent directly to you and your client. For every referral that joins our agency, we will present you with a visa gift card for every auto and motorcycle policy, including homeowner & renter's policies, and others. We just want to send you something to show you our appreciation!

Mailing Address: 

1429 County Route 38

Parish, NY 13131

Toll Free: 877-717-7234

Fax: (315) 968-9415


Agency Hours:

Mon - Fri: 9:00am - 5:00pm

Sat - Sun: Closed

* If you need assistance outside normal business hours, please schedule an appointment with an adviser.

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