Send Someone You
Trust to Someone They
Can Rely On.
Whether you are a center of influence, a strategic partner, or an existing client, our secure referral portal lets you introduce someone to Prominent in under two minutes.
Secure portal · No login required
Who Refers Clients to Prominent
Our referral program is built for the professionals and clients who already know the value of working with an independent, credentialed advisor.
Centers of Influence
CPAs, attorneys, financial advisors, lenders, and realtors who need a reliable insurance partner for their own clients across DE, PA, NJ, MD & VA.
Strategic Partners
Family offices, wealth managers, business consultants, and professional service firms looking for an independent agency that complements their client experience.
Existing Clients
Current Prominent clients who want family, friends, business partners, or community members to get the same standard of advice and protection.
The Process
What Happens After You Submit
A clear, respectful process: designed to honor your introduction and your contact's time.
Submit the Referral
Use the secure referral portal to share your contact's name and the best way to reach them. It takes under two minutes.
We Reach Out Within One Business Day
A licensed advisor introduces themselves, explains how Prominent works, and schedules a no-pressure conversation at the contact's convenience.
Strategic Protection Consultation
We walk through their situation using the Three Pillars of Protection™ framework, Property, People, Future & Liability, and present clear, carrier-backed options.
Why Your Referral Is in Good Hands
Independent. Credentialed. Certified. Built to give your contact the same standard of care you would expect for yourself.
Three Pillars of Protection™
Every consultation evaluates Property, People, and Future & Liability, not just one policy in isolation.
Credentialed Advisor
Principal Advisor Jason Rodriguez holds the CIC and CPRM designations and leads every strategy session personally.
Licensed in Delaware, Pennsylvania, New Jersey, Maryland, and Virginia
Active across the Mid-Atlantic with a core focus on Delaware, Pennsylvania, New Jersey, Maryland, and Virginia.
Multiple Carrier Relationships
Independent agency representing leading personal, commercial, and life carriers: the right fit, not a one-size policy.
Certified & Credentialed
Delaware OSD
MBE
Minority Business Enterprise
Cert. DE23094533
Delaware OSD
IWDBE
Individuals With Disabilities-Owned Business Enterprise
Cert. DE23094533
Delaware OSD
SBF
Small Business First
Cert. DE23094534
City of Philadelphia
MBE
Minority Business Enterprise
Cert. VID 20981099
Your Contact's Privacy Is Protected
Information you submit through the referral portal is used only to handle the referral and is never sold, traded, or shared with third parties for marketing. A licensed advisor will reach out professionally and at the contact's preferred time.
Ready to Make the Introduction?
Submit a referral in under two minutes, or call us directly to discuss a partnership.
Questions about the referral program? Contact our team.