FREE 9+ Referral Agreement Samples in PDF | MS Word | Google Docs | Pages

A referral is when you introduce or endorse someone or something to another entity, whether they be a business entity or an individual seeking that kind of referral. If you know a lot of people, products, or services and can refer them to another entity, then you can actually start a referral business. You just need a document that is called a referral agreement.

A referral is when you introduce or endorse someone or something to another entity, whether they be a business entity or an individual seeking that kind of referral. If you know a lot of people, products, or services and can refer them to another entity, then you can actually start a referral business. You just need a document that is called a referral agreement.

A referral agreement is a formal written document that helps you get paid for referring an entity, products, or services to another entity who needs them. The agreement can also be valid if you are that entity looking for referrals. Getting referrals is one way that businesses are able to grow their customers or clients, that is why most businesses spend money on referrals. Here are some referral samples and sample referral forms that you might want to check out to learn more about referral agreements.

Referral Agreement Samples

1. Referral Agreement Form Sample

What can you possibly do with this referral agreement form sample? There’s a lot, if you ask me. The sample does not only serve as a reference or guide when writing a referral agreement, but you can also use it as your very own referral agreement. How is that possible? That is because the agreement is available in Word document allowing you, as the user, to easily edit and make changes to it. It is also  recommended for use by the Law Society of Upper Canada to help you get paid for your referrals.

2. Printable Referral Agreement Sample

If you can print it, then you can use it! This is a great referral agreement sample that is complete with all the details that you will need for your referral business. It has a simple layout that you commonly see in a generic or standard agreements and other legal documents. Don’t you think that’s just and advantage? That way your referral agreement document is sure to be following requirements and procedures on how the agreement should be written.

3. Company Referral Agreement Sample

Do you know a company that needs referrals? Or could you be that company needing referrals? Then it is a must for you to check out this company referral agreement sample. Aside from the fact that your company needs it, having a referral agreement in place is essential if you want to properly and legally transact with the right entities to make the referrals. The sample business referral agreement above is one that is used by Jag Products, a well-known apparel company. If Jag Products uses it, then why shouldn’t you?

4. Referral Agreement Draft Sample

Use this referral agreement draft sample if you need help with writing your referral agreement document. This is a three-page agreement sample that is detailed and straightforward. It is not too long and not too short either. It is just enough. The different sections of this sample are numbered and written in bold so that you can easily distinguish them from the rest, and blank spaces are highlighted in yellow so that you will know where and what required information to put on the agreement. Use it just like you would use other sample agreements.

5. Insurance Referral Agreement Sample

Insurance referrals are used by a lot of government and non-government agencies, but they are known best to be used in the health care setting. If you need to get a laboratory exam done or you need an operation done, then you will need an insurance referral so that your insurance provider can cover for the cost or expenses. An insurance referral can also be used to refer entities, products, or services that need insurance, or used by an insurance company needing referrals. The sample above shows one of the many uses of an insurance referral agreement.

6. Oracle Referral Agreement Sample

Oracle is a well-known company offering cloud applications and other platform services. The Oracle referral agreement sample shown above is used by the company to conduct business and make transactions with a referred client. To ensure that instructions are strictly followed and read, they are written at the topmost part of the first page and the bottom part of the last page of the document in bold and capital letters. The sample is six pages long. You can also easily find the different sections of the agreement as they are numbered, underlined, and written in bold.

7. Realtor Referral Contract Agreement Form

A realtor is a real estate agent who sells real estate properties to potential buyers or customers. This kind of business works mostly on referral system and commission system. The more referrals made, the more commission an agent gets. That is why it is essential to have a realtor referral contract agreement form available at all times. This is how the transaction is recorded and documented so that the right agent gets their fair share of payment. The sample above is one that is used by the National Association of Realtors. Use it like you would use sample sales agreements and commission sales agreements.

8. Online Referral Agreement Sample

Writing an online referral agreement is made easy with the online referral agreement sample. The agreement is plain and simple, but it is definitely detailed and comprehensive. The terms and conditions in the sample are arranged in a way that you can easily read and understand.

9. Sample Referral Agreement Template

Another sample that will surely help you is this referral agreement template shown above. Aside from the terms and conditions of the agreement, it also includes a Referral Fee Schedule section and a Client Disclosure and Acknowledgement found at the last part of the document.

10. Referral Agent Agreement Sample

Referral agents will surely love this referral agent agreement sample. The sample consists of seven full pages to ensure that every detail is covered. It’s a good sample to use as a reference or guide when writing referral agreements.