Testimonials

Don’t take our word for it. Hear from our clients and partners how we make it easy to nurture relationships and create the path to more referral business.

What Our Clients Are Saying

See how we have made a difference for our customers and why they continue to return.

Referrals are now the #1 source of my business, thanks to ReferMe IQ™!

I love that it is fully automated, I don't have to think or worry about it. My quarterly check points are amazing and helps me stay on top of refreshing email content. Love this resource for my business, absolutely effortless way to grow!

Dr. Noor Ali
Insurance Agent

ReferMe IQ™ has made a tremendous improvement to my business!! I'm so excited to be utilizing this program. My clients are interacting more than before AND it saves me a lot of time by automating drop emails to all my clients & professional relationships.

Sheri Kelley
Independent Insurance Advisor

Asking our clients for referrals was never something that came naturally to our firm. ReferMe IQ™ has been a game changer. We have had an extremely high success rate in our emails sent via ReferMe IQ™ being opened and acted upon by both our clients and leads.

Brad Tiche
Financial Advisor

This software is changing the game for real estate agents by automating the referral process! The agents that are doing well are really starting to focus on referrals, especially given the competition from the Zillows of the world. We know that referrals are the holy grail of our real estate business. ReferMe IQ™ has a state of the art system that does all the heavy lifting for me.

Jeremy Cady
Real Estate Broker

“Mosaic Corporation has been a RMIQ customer for over 5 years and we use the platform to communicate monthly with over 500+ contacts that represent our installed base of software users. RMIQ is so reliable that we get a 99% delivery rate on our outbound emails. Our customers have come to depend on the regularity of these emails and the important content which almost always contains new information and features of the software they are using.

RMIQ is the primary vehicle we use to drive additional product and services sales to our customers and we routinely are above 6-figures on these “upsells” every year. By making sure our customers are happy with us, RMIQ let’s us ask for referrals in the most subtle way possible and it works! Our customers are happy to make referrals to us and this avenue is one of the top ways we get new customers!”

Ken Kingery
Mosaic Corp

I have everything good to say about RMIQ!!! The extra friendly and AI adaptable formatting is so easy to convey to many different groups of my clients and referral partners! As an early adopter to this CRM system, I have made it part of my weekly tasks to pre-set up emails and announcements. They continually update and improve functions and allow for feedback in a very positive manner and a user. It also gives me great opening rates and engagement with existing clients. I am so happy with this program! ❤️

Lisa Brumm
My Financial Girlfriend

ReferMe IQ has been a game-changer for my business. Their automated email system has significantly boosted my client engagement by keeping me consistently in front of them. With emails going out twice a month throughout the year and ramping up to weekly during the Medicare Annual Enrollment Period, I've seen a remarkable increase in client interaction and satisfaction. The recent birthday emails going out to my clients have added a personal touch that’s been incredibly well-received. Plus, the ability to customize the content—like adding a link to a personal video from me—has made the connection with my clients even more meaningful. It's allowed me to stay proactive in providing valuable updates and timely information, ensuring my clients feel supported and informed every step of the way. ReferMe IQ has truly helped me enhance client relationships and grow my business effectively.

Sherri Kelley
Insurance Advisor

ReferMe IQ has become an integral part of our marketing program at Florida Financial Advisors. My advisors love how the software is easy to use, helps them stay in touch and add value to clients, and it works as advertised to create referrals and contact requests. We continue to expand the program as we grow given the 10x+ ROI we get each year.  I particularly value having the founder and CEO, Peter Velardi and his team show up quarterly with virtual workshops to motivate my people, assist with building a referral culture and sharing their 40+ years of industry experience. The combination of having a foundational automated referral program and the educational workshops is invaluable given all that I have on my plate.

Jason Mickool
Founder and CEO of Florida Financial Advisors

ReferMeIQ has helped me to increase my client engagement, generate more referrals, and create a better system of communication with my clients. I wouldn’t have the success I have had today growing my book of business if it wasn’t for ReferMeIQ!

Daniel Raps-Huffman
Georgia Financial Advisors

I invested $1800 into ReferMe IQ so far and made over $100K in income so far from it. This is a no brainer.

John Scriffiny
Regional Vice President, Florida Financial Advisors

Referrals convert 300-400% higher than any other lead out there

Learn how Jeremy Cady used Refer Me IQ to do the heavy lifting of getting referrals. Increase your business by this easy process and get more qualified leads.

Press and play and get referrals

Justin Rowe talks about how easy it is to get started with Refer Me IQ and start getting referrals. He used the support team to get it integrated into the systems they already had in place.

Revamp your referrals
Do you want 8-10 referrals per month?
Referrals vs buying leads

See the results

Chris Fioravante shows us his results and how he is getting response from Refer Me IQ. Because of the successful email deliverability, he is getting more traction and getting more referrals.

80% of your clients will refer you if you ask

Hear about how Michael Altman, CPA used Refer Me IQ to build his business through referrals. He grew his business enough that he was able to pick and choose his clients. Learn how to ask for referrals and why they matter.

People Who Love Our Place

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