Referral partner program · Built for trusted introductions

Turn client introductions into tracked referral income.

Refer people who need help with Medicare or health coverage. We handle the licensed follow-up, keep your name attached, and give you a simple portal to track what happens next.

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.

i.

Warm introductions done for you

We handle the outreach, keep your name attached, and move the conversation forward without awkward handoffs.

ii.

Tracked referrals and payouts

Every submitted introduction lands in your portal so you can see status, pending touches, and completed enrollments.

iii.

Built for Medicare and health coverage

Use the same referral path for clients shopping Medicare, under-65 coverage, dental, vision, and more.

How it works

A simple partner workflow from intro to payout.

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

01

Create your partner portal

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

02

Send a client introduction

Enter a name, contact info, and any quick notes. We handle the licensed follow-up and keep the conversation branded.

03

Stay in the loop and get paid

Track progress in the portal and collect referral payouts after an enrollment is completed.

Payout terms

Referral payouts, stated plainly.

Licensed businesses and advisory practices earn $60 for each referral that completes an enrollment. Individual partners earn $15. There is no cost to join and no quota to keep.

A payout is recorded in your portal when the enrollment completes, attached to the referral that earned it.

Your welcome email confirms the current payout rates for your account.

Licensed business payout$60 per enrollment
Individual partner payout$15 per enrollment
Payout triggerCompleted enrollment
Cost to joinNone
What you can see

Your referrals, accounted for.

  • 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.
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
Create your portal

Ready when your next introduction is.

Setup takes about sixty seconds, and the first referral can go out the same day. We keep your name on the introduction from first call to completed enrollment.