Oberlander Dorfman, Inc.

"Since connecting with ODI, my business has increased greatly."
Ptol Slattery - Member Top of the Table

"Having a physician on staff to help with underwriting is a brilliant idea!"
Mark Zlotnik - Member Top of the Table

"You have truly given me a mobile sales office."
M. Rubinstein - Member Top of the Table

"ODI's new online access is a genuine time-saver for any broker."
Scott Davis - Member Court of the Table

"Support, especially on more intricate underwriting, is great. The creativity is amazing." Paul Katz - Life member President's Cabinet, Member MDRT

"Generating rate-comparisons at the client's home makes selling so much easier."
Ruth Harris - Member MDRT

"It's a pleasure working with such helpful and efficient professionals."
H. Montag

"ODI eliminates so much legwork for the broker."
David Zakheim

WE'RE EXPANDING OUR BUSINESS AND WE NEED YOUR HELP!!!!

As a satisfied and valued broker, you are one of our most valuable resources. We would like to extend our services to your associates and would greatly appreciate referrals.

Please take a moment to jot down names and numbers of several agents or brokers who might be interested in doing business with us. Please consider the following criteria.

Who is the most financially successful agent you know?

Who has voiced complaints about the the brokerage agency they are currently working with?

Who would be an asset to ODI?

Who has lost a large impaired risk case to competition because they couldn't link up with the right carrier?

For every agent or broker you refer to us, who signs on and brings in business, ODI would like to thank you with a bonus.*

First application (over $1,000 premium)

$100

Fifth application

$250

Tenth application

$650

$1,000

REFERRAL FORM
Please provide:

*Your Name:

*Phone Number:

*Address:

Email:

Information for agent #1 you are referring:
*Name:
*Phone:
*Address:
Email:

Information for agent #2 you are referring:
Name:
Phone:
Address:
Email:

Information for agent #3 you are referring:
Name:
Phone:
Address:
Email:

Information for agent #4 you are referring:
Name:
Phone:
Address:
Email:

*Required

* In the event that the referring Broker shares the case with his referral, that application will count as a “partial” application credit. (ie: a 50/50 split will mean the referred broker put in half an application. The premium portion MUST be over $1000 for the referred broker’s portion of the split. (ie: if there is a 50/50 split, the premium must be over $2000).