A Perfect Partnership Proposal with Premier Perks!
My name is Shamrock Holak, and I am a seasoned 25-year insurance agent based in Austin, Texas. I am licensed in 38 states and am reaching out to discuss the exciting prospect of establishing a referral partnership with you.

What Makes Us Unique:

Extensive Licensing & Availability: Coverage in 38 states and round-the-clock availability, thanks to our extra dedicated staff.

Gratitude Through Customized Gifts: Upon securing a new client, we provide a customized closing gift delivered discreetly to you, the referring loan officer, as a token of appreciation.

Loan Officer Involvement in Gift Selection: Our commitment involves you in the process, allowing you to choose the closing gift that best suits your client.

Appreciation Beyond Successful Referrals: We show gratitude to loan officers, even when referrals don't materialize, with a robust referral program and acknowledgment for their efforts.

Local Agency-wide Appreciation Events: Organizing happy hours and various events to express gratitude to the entire agency, irrespective of whether a referral leads to business.

Access to Limited Markets: In the current real estate landscape, especially in the limited Texas market, we have access to many carriers, including Houston and Dallas, as well as thriving markets in California and Florida, among 36 other states.

DTI Considerations and EOI Turnaround:

DTI Alignment: We understand the critical importance of Debt-to-Income (DTI) considerations in the lending process. To expedite and simplify this aspect, we have honed our processes to align seamlessly with your DTI requirements.
 
Evidence of Insurance (EOI) Turnaround: Our standout feature is our EOI turnaround time, fine-tuned to just minutes. We believe that by offering swift EOI turnarounds, we can contribute significantly to expediting the overall lending process for both our clients and, potentially, your institution. 
 
I look forward to discussing the potential of a partnership with you further. Whether it be a local casual lunch or a convenient phone call, I am flexible to accommodate your schedule. I believe a collaboration between our agencies could be mutually beneficial, and I look forward to exploring this opportunity with you.

Best Regards,
Shamrock Holak
Owner, Shamrock Insurance Agency
Cell #: 512-573-5305
 
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