Referral Partner Program
A Partner You Can Refer With Confidence
When your clients need exceptional insurance counsel, we make sure you look as good as your recommendation.
Why Partners Refer to Us
The Credentials Behind the Introduction
Simpson | McCrady is Pittsburgh's largest Chubb cornerstone agency, and a dedicated referral partner for wealth managers, estate attorneys, CPAs, and real estate professionals across Western PA and the Mid-Atlantic region. When you refer a client to us, they receive the same standard of care you've built your reputation on. You stay informed at every step, by name, not by automated update.
Who We Serve Together
Know Exactly Which Clients to Send
The Referral Experience
What Happens After You Make the Introduction
Referring a client to Simpson | McCrady is designed to be effortless for you and exceptional for them. Here is exactly what to expect:
Submit a Referral or Make a Direct Introduction
Use the form below, send a direct email introduction, or call your named partner contact. Tell us what you know about the client's profile and we take it from there. No lengthy intake forms. No back-and-forth.
A Named Advisor Reaches Out Within One Business Day
A specific Simpson | McCrady advisor, experienced in either private client or commercial lines and matched to your client's profile, will make contact within 24 hours. Your client will know who is calling and why, because we confirm the introduction before we pick up the phone.
A Thorough, Jargon-Free Insurance Review
We conduct a comprehensive review of your client's existing coverage, identify gaps, and present recommendations in plain language. Every referred client receives the same high-touch, education-forward service that has sustained more than 5,000 client relationships over our 115-year history.
You Stay Informed Throughout
We treat the referral relationship with the same care we give the client relationship. You will know when your client has been contacted, when a proposal has been delivered, and when they have been successfully onboarded. You are never left wondering how things went.
Have questions about whether a formal referral agreement makes sense for your practice? We are happy to have that conversation directly, no forms required.
Ready to Make an Introduction?
Our Chubb Partnership
Pittsburgh's Largest Chubb Cornerstone Agency
What is a Chubb cornerstone agency?
Chubb designates a select group of independent agencies as cornerstone agencies, a distinction reserved for firms that demonstrate the highest volume, deepest expertise, and strongest sustained performance in Chubb personal lines insurance. Simpson | McCrady holds this designation as the largest Chubb personal lines cornerstone agency between New York and Chicago. It is a credential earned through consistent results over decades, not a marketing affiliation.
For wealth managers, estate attorneys, and CPAs who already recommend Chubb products to their clients, our cornerstone designation is the assurance that this introduction will be handled at the highest level, in Pittsburgh, Western PA, and across the Mid-Atlantic region.
What this means for your referred clients:
When you introduce a client to Simpson | McCrady, they are not simply accessing Chubb. They are accessing Chubb through the most credentialed independent relationship in the region. In practice, that means:
Chubb logo placement on this section is pending confirmation of co-branding usage rights. Client to confirm with Chubb relationship contact prior to launch.
Direct Underwriting Access
Our volume and standing give us established lines to Chubb underwriters, allowing us to structure coverage for complex and high-value risks that regional generalists cannot place.
Competitive Terms on Sophisticated Risks
Estates, art collections, multi-property portfolios, and personal umbrella programs benefit from our ability to negotiate and advocate at the underwriting level, not just submit an application.
Claims Advocacy When It Matters Most
When a loss occurs, our relationship with Chubb means your client has a knowledgeable advocate working on their behalf, not a call center and a claim number.
A Name Your Clients Already Recognize
Chubb's reputation for protecting high-net-worth individuals is well established across the wealth management and estate planning communities. Our cornerstone status means your clients receive that standard, delivered by advisors who know them by name.
Meet Your Partner Team
The Advisors Who Will Steward Your Referrals
When you refer a client to Simpson | McCrady, they are introduced to a specific, named advisor, not routed to a general inbox. The professionals below lead our referral relationships across private client and commercial lines. You will know exactly who is receiving your introduction before you make it.
Private Client Specialist
HNW and UHNW personal insurance, Chubb cornerstone programs, estate and collection coverage, family office risk management.
Private Client Advisor
High-value residential portfolios, personal umbrella, fine art and jewelry, vacation and coastal property coverage.
Commercial Lines Advisor
Middle-market commercial accounts, technology, professional services, real estate, manufacturing.
Commercial Lines Specialist
Non-profit, schools, entertainment, complex liability, $50K–$250K premium range.
Wealth Manager, Pittsburgh, PA
My clients have high expectations, and so do I. Simpson | McCrady has never made me regret an introduction. They handle every referral with the same level of professionalism I bring to my own clients, and they keep me in the loop without me having to ask.
Estate Attorney, Pittsburgh, PA
As an estate attorney, I'm deliberate about every firm I recommend to clients. Simpson | McCrady's Chubb cornerstone status and their precision in handling complex personal insurance situations gave me the confidence to make that introduction, and more than once, my clients have come back to thank me for it.
CPA, Western PA
I've worked alongside a number of insurance brokers over the years. What Simpson | McCrady does differently is make me look good. My clients come back and tell me it was one of the best referrals I've ever made. That matters to me professionally.
Start a Referral
Ready to Make an Introduction?
Submitting a referral to Simpson | McCrady takes less than two minutes. Tell us who you are, a little about your client's situation, and how you'd like us to follow up. A named advisor will be in touch within one business day, and we will keep you informed throughout the process, from first contact through completed onboarding.
Prefer to talk before making a formal introduction? Call us directly or reach out to your named partner contact. We are always available for a brief conversation first.