Referral partner
Use a dedicated link, approved educational materials, and referral reporting. The customer enrolls directly with EnsureLoc.
Ways to participate
Choose the level that fits your organization.
Co-branded program
Present an approved co-branded landing page and records-readiness resources while EnsureLoc provisions and supports the customer account.
Group access program
Purchase or sponsor memberships for an eligible client, employee, member, or community group under agreed program terms.
Built to protect professional boundaries.
| Your organization may | EnsureLoc handles | The customer controls |
|---|---|---|
| Educate clients about records readiness | Enrollment, portal provisioning, and technical account support | Which records to upload and how to name them |
| Share an approved referral or co-branded link | Membership limits, billing, and service communications | Who receives access and which records are shared |
| Sponsor access under a written program | Platform policies and service administration | Ongoing record maintenance and independent backups |
A partner does not receive access to customer records unless the customer independently authorizes access through the secure portal. Program terms must not imply legal, insurance, financial, medical, or claims advice by EnsureLoc.
Best-fit organizations
Useful where missing records create delays.
Insurance and risk
Agencies, brokers, restoration firms, property managers, and risk advisors.
Legal and financial
Law firms, accountants, financial professionals, lenders, and estate-planning practices.
Employers and associations
Employee-benefit programs, professional associations, chambers, and membership groups.
Community and care
Healthcare groups, senior services, churches, nonprofits, and community organizations.
Partner inquiry
Records guides