TPR PARTNER PORTAL

Partner access for Capitalis® referrals

Submit qualified policyholder opportunities and review current referral status through one controlled partner workflow.

Start a New Referral

Begin Referral

Check Referral Status

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Before You Begin

01

Confirm Partner Details

Ensure all required partner identification is accurate and ready.

02

Prepare Policyholder Information

Gather the essential policy details needed for a complete submission.

03

Submit for Review

Review your compiled information and submit securely for processing.

Confidential Handling

All referrals and partner data are handled with strict confidentiality. Your information remains private and is solely used to facilitate our partnership.

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