Insurance – Referrals and connections made simple – CardTapp


Built for Insurance Professionals

CardTapp makes referrals and connections simple. Trusted by thousands of insurance professionals to manage the referral process, ensure customer retention, and connect with prospects. CardTapp provides an unparalleled mobile solution to grow, track, and close more policies.

  • Easy Referrals: Get notifications when anyone shares your app and get the contact information so you can control the follow up.
  • Seamless Follow Up: Contact your prospects and referrals directly through the app!
  • No Coding Required: Seriously. Setup is super easy and our support team is always here to help!

See what cardtapp can do for you.

Request a Demo

Build Your Book of Business and Earn More Renewals

Getting new businesses and putting together presentations for prospects takes a lot of time and energy. Establishing a strong referral network and retaining your existing customers will grow your business faster.

CardTapp helps you focus on the right places to pour your energy so you can be more efficient at building great relationships, staying top of mind for your existing customers, and avoid missing opportunities for new referrals.

CardTapp is for closers.


Give your prospects what they’re looking for with home loan payment calculators and industry rates.


We offer a compliance approval process to ensure that we conform to all necessary requirements of your company.


Our technology complies with industry-leading security practices. Whether it’s yours, your prospects, clients, or referral partners -- we’ll keep everyone’s information secure.

I can’t imagine a future where people wouldn’t do business with their own apps.

Charles TobinAAA Insurance

Get Started Today and Grow Your Business.