Learn how to draft a Referral Agreement that rewards referrals and protects your business. Bystep guide with practical tips.Submit Your Referral for Care. This Referral Agreement (the "Agreement"), shall be effective on (Date) (the "Effective. Step 1: Sign and Execute a Referral Agreement. If you are referring business to another agent, you must enter a formal agreement. Fill out the form below and we will be in touch. Underneath the section dedicated to your client's information, you will find fields to input the various terms of your referral agreement. If you're ready to help a friend and get paid for your referral, please fill out our Community Referral Program form.