For realtors, loan officers and title teams
Refer a client. We’ll handle the insurance part.
Send us your buyer or borrower. We reach out, compare options from 40+ carriers, and work to get evidence of insurance and the mortgagee clause to you and title ahead of closing.
2005Family-owned since
40+Carriers compared
10States licensed
2,000+Google reviews
A referral is a loan of your reputation.
When you send a client to us, you’re vouching for us. Insurance shouldn’t be the thing that holds up your closing.
PAI bobbleheads
Celebrating standout real estate pros
We love highlighting outstanding performers in the real estate industry. A few of them have even been turned into custom bobbleheads.
“From agreeing to be a guest on my podcast to even turning me into a bobblehead, Kaleigh has impressed me at every turn.” Steve Bargdill, Realtor, Keller Williams Coastal and Lakes & Mountains Realty
How it works
Three steps on your side
01
Send us your client
Use the form below, email Kaleigh or call. A name, phone, property address and closing date are enough.
02
We take it from there
A licensed agent reaches out to your client by phone or email, compares options and explains them plainly.
03
You get the paperwork
Evidence of insurance and the mortgagee clause go to you and title ahead of closing.
What you’ll hear back from us
ReferralConfirmation we received it
First conversationWord we’ve connected with your client
OptionsWord that coverage has been chosen
ClosingEvidence of insurance to you and title
Checklist
What to send us
- Client name, phone and email
- Property address and closing date
- Loan officer and title company contacts
- Mortgagee clause
- Declarations pages, roof year and flood zone, if you have them
What it costs your client
Nothing extra.
No fees.
Working with us costs your client nothing extra. We don’t charge fees of any kind.
Each insurance company sets its own price, coverage and eligibility, and decides and pays claims.
Be upfront with your client
An honest fit
Great fit
- Home and condo
- Auto
- Flood, NFIP and private
- Umbrella
- Landlord and rental property
- In the 10 states we’re licensed in
Not a fit
- Clients outside our 10 states
- Most business insurance
- Life, health or disability (we refer those out)
In their words
What our referral partners say
★★★★★ 2,000+ Google reviews across the agency
Always timely with communication and each step of the process was clearly explained.
JKJacob KallgrenLoan Officer, x5 Home Loans
Great service and great options for insurance, highly recommend!
KBKyle BeetleLoan Officer, X5 Home Loans
I am grateful I have Portsmouth Atlantic Insurance to trust with all my clients’ insurance needs.
LLLexi LeddyPartner testimonial
Your contact
Meet Kaleigh Johnson
Kaleigh joined Portsmouth Atlantic Insurance in 2022, after working as a realtor in the Seacoast area, so she knows what a closing timeline feels like from your side of the table. She builds relationships with realtors, loan officers, title agents and inspectors, and connects your clients with our licensed agents.
Direct line (603) 319-1652
Email kaleigh@portsmouthatlanticins.com
Main office (603) 431-4020
Beyond the policy
Out in the community with Kaleigh
Events and networking
Happy hours, harbor cruises, golf tournaments, CE classes, community events and fundraisers, with the Seacoast Board of REALTORS®, Strafford County Board, York County Council and Portsmouth Chamber.
Education and partner support
Realtor continuing education, including flood insurance, and presentations at brokerages and mortgage offices.
Educational content
Educational videos, social media collaborations and open houses.
Watch: quick tips from our team
Realtors: Why the Right Insurance Partner Matters
Have you been bobbled yet?
Captive vs. Independent Insurance: What’s the real difference?
Do You Need Flood Insurance?
Here's the biggest mistake Realtors make after closing...
Here's why I can't give you an exact insurance quote
Can Your Dog Affect Your Insurance?
Send your next client
Your client is in good hands from the first call.
Referral form
Fill in what you have
We’ll confirm we received it and let you know once we’ve connected with your client.
- No obligation for your client to buy
- No fees of any kind
- Kaleigh follows up personally
Frequently asked questions
What do I need to send to refer a client?
Just a name, a phone number, the property address and the closing date. The loan officer and title contacts, the mortgagee clause and any current declarations pages help us move faster, but we can collect them later.
Is Kaleigh the one who quotes my client?
No. Kaleigh is your point of contact and connects your client with our team. A licensed agent compares the options and answers every coverage question.
Does my client have to buy a policy?
No. There’s no obligation to buy, and we don’t charge fees of any kind.
Will you send the evidence of insurance to the title company?
Yes. Once your client has chosen coverage, we work to send evidence of insurance and the mortgagee clause to you and the title company ahead of closing. Send the closing date and title contact early so we can plan around them.
Can you help with flood insurance or a client buying in another state?
We place NFIP and private flood coverage. We’re licensed in Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, Florida, Ohio and Illinois. For life, health or disability insurance, we refer clients to other insurance professionals.