The Pinnacle Group Referral Partner Sign-up

We understand you have a personal relationship with your clients. Our licensed insurance agents are certified, trained and specialized in Medicare sales! You can confidently refer your clients knowing they will receive a quality experience from knowledgeable agents who are committed to protecting your relationships!


  1. Complete & submit form below
  2. Allow 2-4 business days for our marketing team to create your personal referral webpage
  3. You receive an email with your personal referral webpage
  4. START Referring Clients

Please contact with questions.

All fields required.

Referral Partner Responsibility


  • DO NOT complete the Information Request Form for the Medicare consumer (on your personalized webpage)
  • DO NOT use your personal URL to solicit referrals from people who are not current clients or colleagues
  • ALWAYS provide Berwick Insurance your current and accurate contact information
  • FOLLOW guidelines outlined in the Medicare Referral Program (contact for information)