Every advisor gets a unique referral link that tracks consumer sign-ups back to you. When someone creates a Policy Stack account through your link, they are automatically associated with your practice.
Finding Your Referral Link
- Navigate to your advisor dashboard or Referral Link in the sidebar
- Copy the link — it looks like
policystack.co/join/YOURCODE, where the code is your practice's referral code - Share it — include it in your email signature, on your website, in client communications, or on social media
What Happens When Someone Uses Your Link
When a consumer signs up through your referral link:
- They create a standard consumer account (Starter tier by default)
- They are tagged as a referral from your practice
- You can see them in your list in the advisor dashboard