CoverwrightSee a sample set
For accountants, bookkeepers and brokers

Your clients are already asking you this question

A carrier wants a written information security program. A big client sent a security questionnaire. Someone read that the FTC Safeguards Rule might apply to their practice. You are the person they ask, and it is not what you are for.

Refer them instead. They get documents built from their own answers, at a price that does not need a conversation. You earn 25% of it, with nothing to install, learn or support.

$50

per client on the $199 Standard set

$87

per client on the $349 Complete set

0

hours of your time per referral, after the first email

Figures are 25% of the current published prices. They are what one referral earns, not a projection of what you would earn — that depends entirely on how many of your clients this is relevant to.

How it works

Four steps, and three of them are ours

  1. 01

    You get a link

    A normal Coverwright URL with your code on the end — coverwright.com/check?ref=yourfirm. Put it in the email you already send when a client asks about this, or on your own site.

  2. 02

    Your client uses it like anyone else

    They answer 21 plain-English questions and see their documents before paying. There is no sales call, no demo and no account for you to manage — nothing about their experience changes because they came from you.

  3. 03

    The referral is recorded at purchase

    Your code is remembered in their browser from the first visit and attached to the purchase when it happens — so a client who reads, thinks about it for three weeks and comes back still counts as yours.

  4. 04

    You are paid on what they paid

    25% of the purchase price. Arranged directly with us by email, because this is new enough that a self-serve payout dashboard would be more moving parts than the number of partners justifies.

Where this stops
  • The program is new. There is no partner dashboard and no automated payout yet. You would be among the first, and we would rather say that than let you find it out.
  • 25% applies to a client’s first purchase — not to their annual refresh. The referral earned the customer; a rate that pays out forever is one that gets cut later, which is worse for you than a smaller number that stays where it is.
  • Attribution depends on your client’s browser. Their first visit through your link is remembered locally. If they clear their storage, or read on their phone and buy on a laptop, the referral will not be recorded — tell us and we will look at the timing, but we would rather explain the limit than imply tracking we do not do.
  • We do not claim these documents make anyone compliant. They are one input to an insurance application or a client security review, and the clause library is draft pending professional review. Read how this is built before you put your name next to it — we would think less of you if you did not.

Send one email and see

Tell us who you are and roughly how many clients this is relevant to, and we will set up your link. No contract to sign, and no obligation to send anyone.

We will answer with your link and the payout details, not a sales call — there are none anywhere in this product.