CPA Joint Venture
Structured referral relationships with the professional their clients already trust most.
What it is
Ask anyone with money who they trust most with a financial decision and you'll hear the same answer: their CPA. Insurance almost never has a seat at that table — not because CPAs wouldn't refer it, but because nobody ever built them a structured, professional way to do it.
This silo builds it: a working relationship between your agency and local CPAs, recruited and onboarded by a CPA — so the first conversation is colleague to colleague, not salesman to gatekeeper. Their clients arrive at your desk warm, introduced by the person whose advice they already follow.
How it works
A CPA recruits the CPAs.
James Sosinski, CPA — creator of CPA Triple Play — runs CRA's CPA recruitment and engagement.
We connect them locally.
Onboarded CPAs are matched with the one CRA agent in their market: you.
Warm referrals, handled by the machine.
The AI prepares each referred risk; your licensed team reviews, presents, and binds.
Market: 650,000+ CPAs practice nationwide.1 Two or three working relationships is the design — this silo is about depth, not volume.
Author of Beyond Billable Hours, 35+ years in practice.
Disclosure: Jim heads CRA's CPA recruitment and engagement team.
Your market. Your numbers.
There are no projections on this page on purpose — your market, your carriers, and your inputs decide the number. Run it yourself, then see how CPA referrals stacks with the other eight.
No obligation. Month to month, $547/mo. Check whether your market is still open.