Reflane helps insurance agents and financial advisors turn relationships into referrals.
Make asking for referrals a consistent part of your business. Reflane automates the ask, makes introductions easy, and keeps every referral organized for your personal follow-up.
Built for insurance agents and financial advisors. Request a walkthrough while we finish launch setup.
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jordan@example.com
Reach out personally to start the conversation.
A more human way forward
Reflane automates the referral ask, makes the introduction easy, captures and organizes the referral, and helps you follow up. You own the conversation.
Four core pillars
The ask feels awkward. The introduction takes too much effort. The follow-up slips. And nobody can say which relationships actually produce. Each pillar fixes one of them.
Tap. Pick a contact. Introduce.
Your client opens a personal link and makes the introduction in seconds. On supported phones they choose someone straight from their contacts; everywhere else, one tap shares a link so the person can introduce themselves. No app, no account, no long form.
The right message, already prepared.
Each ask is written for the relationship and reviewed by you before it goes out, by email or as a text from your own phone. When someone makes an introduction, a thank-you is ready too.
Never let a warm introduction go cold.
Reminders, next steps and overdue flags keep every introduction moving, and remind you who deserves a thank-you.
See what your relationships are actually producing.
Every referral keeps its source, stage and follow-up history, so you can see which relationships make introductions and which introductions convert.
What is Reflane?
Reflane is a referral automation workspace for insurance agents and financial advisors. It connects the relationships you already have with a repeatable way to ask for introductions, capture them with permission, and follow up personally.
Reflane turns the relationships you already have into a steady, repeatable source of introductions, without scripts, cold outreach or a new CRM. Here is how it works day to day.
Bring your relationships into one workspace: contact details, relationship context and where each person came from. You choose which relationships are ready to be asked. Everyone else stays stored and inactive until you decide otherwise.
For each relationship, Reflane prepares a personal referral ask in your voice. You review the wording, then send it by email or as a text from your own phone, now or on a recurring cadence you choose. Pause any ask, or your whole account, whenever you need to.
Your client opens a simple mobile page, with no app or account. They can pick someone from their contacts on supported phones, enter details with permission, or share a link so the person can introduce themselves. Every referral arrives with its source attached.
Reflane shows you who needs a follow-up, reminds you while the introduction is warm, and prepares a thank-you for the client who made it. When you are ready, it opens your own calling, email or messaging app. Each outcome is recorded, and the loop starts again on the cadence you set.
Every plan includes the complete referral workflow. Solo Plus adds editable drafts, reminder tools and custom recurring intervals. Agent Power adds activity insights, prioritized views and controls for a larger book. Compare plans
See it work
Choose a relationship, review the wording, and schedule a one-time or recurring ask.
Illustrative wording using sample contacts. In your workspace, review your message and choose when to ask. This demo does not send or save anything.
Your client picks someone from their contacts in one tap, or shares a link so the person can introduce themselves. No app, no account.
Keep the source, choose a next step, and open your own text, email, or calling app to follow up.
No sample referrals with this status.
Sarah made the connection. You take the conversation from here.
Call Jordan WilliamsThe call action opens your device’s dialer. Nothing is dialed automatically.Explore a sample introduction.
Like what you see? Get a walkthrough of the real workspace.
Book a WalkthroughMeet Cortex
Cortex looks across your whole book and recommends the one thing worth doing next for each relationship, with the reasons in plain English.
Possible next actions
Cortex is in private testing and arrives for founding members first.
| Question | A reminder calendar | Cortex |
|---|---|---|
| Who gets asked | Everyone on the list | The relationships that are ready |
| When | Every quarter, no matter what | When history and timing say so |
| Right after an introduction | Another ask goes out anyway | The ask waits. Thank them and follow up first |
| Who comes first | Whoever is next alphabetically | Proven advocates and overdue thank-yous |
| Why | No reason given | Plain-English reasons on every suggestion |
Referral history, introductions that became clients, time since your last ask, anything still open, and your feedback.
Anyone who opted out, anyone with an ask already pending, and anyone whose introduction is still open.
Overdue thank-yous first, then follow-ups, then asks to proven advocates, then everyone else.
Every suggestion carries its reasons, so you can agree, disagree or adjust.
Snooze it and it waits for your date. Pass and it will not repeat that suggestion for 30 days.
Today’s recommendations · example
Why
Illustrative example with sample names.
Protect what you’ve built
A referral request should respect the person receiving it. Reflane gives you boundaries and visibility, so growth doesn’t come at the expense of trust.
Build Your Referral HabitImporting a relationship does not send a message or establish permission. Confirm consent before activating asks; SMS requires explicit SMS consent.
Every plan includes one-time asks and preset recurring cadences: every other month, quarterly, or every six months. Solo Plus and Agent Power also let you set custom intervals. Pause or stop asks when needed. STOP and unsubscribe requests permanently suppress further outreach.
Email replies go to your inbox, where you handle the conversation and pause asks as needed. Texts come from your own phone, so replies come straight to you. You decide what to say next.
Keep the connection between a new opportunity and the client who introduced them. Referred people are not automatically enrolled in outreach.
Built from firsthand industry experience
Working in insurance and financial services, I saw how much opportunity starts with trust, and how easily the next introduction can depend on remembering to ask, finding the right words, and following up.
A strong client relationship is a starting point. Turning it into a repeatable referral process takes something more: a thoughtful request, an easy way to make the introduction, and a clear next step for the advisor.
I’m Eseosa Wilkinson, founder of Reflane and Grow DE. I’m building Reflane to bring that process together, combining firsthand industry experience with a belief that the relationships advisors work hard to earn deserve consistent follow-through.
Build with us from the beginning
Plans for insurance agents and financial advisors. Choose the level of support that fits your business: a complete referral system, stronger follow-up tools, or advanced insights across a larger book. Request a walkthrough while subscription setup is finalized.
Checking current pricing…
Solo
Basic
Run your referral system.
Public monthly rate
Solo Plus
Intermediate
Turn introductions into conversations.
Public monthly rate
Agent Power
Advanced
Focus your follow-up across a larger book.
Public monthly rate
Every plan includes consent and opt-out protection, referral capture, import/export, deletion/restoration, basic notifications, and visibility into introductions, follow-ups, scheduled asks and relationships ready for another ask. Founding membership changes the price, not the features. Capacity applies to active referral automation, not stored contacts. Generated referrals are unlimited. Import your book, then activate the relationships you choose. Need more capacity or a team setup? Talk with us about your needs. When checkout is available, sign in to select your plan. A checkout temporarily reserves a founding place; only successful payment confirms membership. Cancellations do not reopen claimed places.
A few good questions
Book a walkthrough to see the workspace and confirm what’s enabled for your account. Online checkout is being finalized for launch. Submitting an inquiry does not reserve a founding place.
Relationships Referral Ask Easy Introduction Referral Captured Advisor Follow-Up Recurring Ask. Reflane organizes the workflow and helps you follow through. You handle the conversation; there is no required objection logging or automated sales conversation.
Choose a one-time ask or an every-other-month, quarterly, six-month, or custom cadence. You can review scheduled asks, reschedule, cancel, pause, or stop them. A referral is captured with its source, and future asks follow the relationship’s cadence and eligibility.
Email replies go to your inbox and text replies come to your own phone. Reflane doesn’t read either, so pause asks in your workspace when a conversation starts. If someone replies STOP, record it in Reflane and it’s permanent.
Yes. On every plan you can send a referral ask as a text from your own phone: Reflane prepares the message and opens your messaging app, and you press send. Texts require the client’s explicit SMS consent. Reflane does not send automated texts on your behalf.
They can choose a contact on supported phones, enter contact details with permission, share the link for a self-introduction, or arrange to introduce someone later. The referral form does not require an account. The demo above shows a simplified example using sample details.
Every plan lets you review the referral and its source, see what needs attention, open your own text, email, or calling app, and update pipeline progress. Solo Plus and Agent Power add editable personal follow-up drafts and reminder tools. Opening a draft does not send it or mark the person contacted. Thank-you drafts are prepared on every plan for you to review and share.
Solo supports 100 active referral relationships, Solo Plus 250, and Agent Power 500. Stored relationships and captured referrals do not consume that active capacity. Import your book, then choose which relationships to activate. Deleted relationships can be restored inactive from Recently Deleted within 30 days.
The first 25 successfully paid founding accounts share one allocation across all plans. Any available founding plan can be chosen, regardless of member number. Checkout temporarily reserves a place; abandoned checkouts release it after expiry is confirmed. When all places are claimed or reserved, new buyers see public pricing. Founding status stays with your account through plan changes, and cancellation does not reopen a claimed place.
Reflane focuses on referral asks, easy introductions, referral organization and personal follow-up. It includes a referral pipeline rather than a full CRM, inbox integration, or sales conversation management system.
Let’s build your next chapter
Now give those relationships a more consistent way to become introductions. Tell us a little about your business, or book a conversation with Sosa.
Book a 30-Minute WalkthroughContact
Questions about plans, setup, or whether Reflane fits your practice? Reach out directly and you’ll hear back from Sosa, not a support queue.
