Referral partner program · Built for trusted introductions

Take Medicare questions out of your inbox.

Whether you run benefits for a company or look after clients one at a time, the Medicare questions land on you. Hand them to a licensed advisor who does this all day — and keep your name on the relationship.

i.

A licensed advisor, every time

Every introduction is handled by a licensed agent who does this all day — not a call center, not a script, and never a handoff to someone the client has not met.

ii.

Their pace, not a sales calendar

Medicare has real deadlines and we will name them honestly, but nobody is pushed. If the right answer is to keep what they have, that is what we tell them.

iii.

You see how it went

Your portal shows the status of everyone you sent, so you are never guessing whether the person you vouched for was actually looked after.

Two ways to work together

One program, two doorways.

Most people arrive through one of these. They are not exclusive — several partners do both.

For HR and benefits leads

Bring this to your company.

Your employees get one clear path for Medicare guidance, enrollment, and reimbursement support — run as a program leadership can measure, so the questions stop routing back through you.

  • Fewer repeated questions about timing, enrollment, and who to call.
  • A benefits page of your own, with your logo and your HR contact on it.
  • One view of outreach, readiness, and pending work.
For advisors, CPAs and community partners

Refer people individually.

Send someone you already look after and a licensed advisor takes it from there — at the client's own pace, with your name still on the relationship.

  • No cost to the person you refer, and no obligation.
  • Your name stays attached through the whole conversation.
  • A payout is recorded once someone has actually been helped.
Partner intake

Start referring in under a minute.

We will email you a secure access link. No password, no credit card, and no extra setup.

You will receive a secure email link and can start sending referrals immediately.

How it works

A simple path from introduction to follow-through.

You make the introduction. Licensed advisors handle the regulated work. The portal keeps the record.

01

Create your partner portal

We email you a secure magic link so you can start sending referrals right away without managing passwords.

02

Make the introduction

A name, how to reach them, and anything we should know. A licensed advisor takes it from there and keeps your name on the relationship.

03

See how they were looked after

Track progress in the portal — who has been contacted, what was recommended, and how it resolved. Referral payouts are recorded there too.

Referral payouts

Stated plainly, not buried.

The program pays. It is a thank-you for the introduction rather than the reason to make one — a payout is only recorded once someone has actually been helped.

Licensed business payout$60 per enrollment
Individual partner payout$15 per referral submitted
Payout triggerLicensed: completed enrollment · Individual: submitted referral
Cost to joinNone

Payouts are recorded in your portal against the referral that earned them: when the referral is submitted for individual partners, when the enrollment completes for licensed ones.

What you can see

An introduction you can account for afterwards.

Your portal shows what happened to everyone you sent, so you are never guessing whether the person you vouched for was looked after.

Partner portalsample referral · illustrative
Introduction submittedA name, contact details, and your quick notesRECEIVED
Licensed follow-up underwayAn advisor reaches out, with your name attachedIN MOTION
Enrollment completedPayout recorded to your partner accountPAYOUT DUE
  • Every introduction you send appears in your portal with a live status.
  • Pending touches, scheduled advisor calls, and completed enrollments are visible at a glance.
  • Payouts are recorded against the referral that earned them.