The same compact, tuned to the relationship you already hold.
Whether you run a practice, an advisory book, or a community program, the handoff stays clean and your clients stay yours.
Medical practices
Offer patients a clear next step when Medicare timing starts affecting coverage decisions — without adding follow-up work at the front desk.
Financial advisors
Extend retirement planning with a referral path that reads as organized, compliant, and easy for clients to understand.
Community organizations
Support seniors, caregivers, and family decision-makers with a dependable handoff that creates no extra admin work.
Referral infrastructure that reads like a service desk, not a lead form.
Built for partners who care how the handoff feels on the receiving end — for their clients and for their own team.
Branded intake path
A cleaner first step for the member, framed as guided support instead of a cold lead capture.
Status visibility
Partners see where each handoff stands without back-and-forth emails or disconnected spreadsheets.
Member-ready follow-through
The experience stays human once a referral is made, protecting the relationship equity your team already built.
$60 per enrollment
When a member you referred enrolls in a Medicare plan, a licensed business earns $60. An individual partner earns a flat $15 for each referral they submit. No paperwork, no chasing — your agreement confirms the rate for your account.
Simple on your side. Accountable on ours.
The whole point is to reduce friction for your team while making the member experience more intentional and more auditable.
No PHI handoff from your office
The partner experience is built around member-submitted information and direct consent.
Common partner concerns, answered plainly.
Most hesitation here is operational. Here is what matters.
Start the partner conversation.
Tell us about your organization and we will send next steps and a partner agreement within one business day.
Tell us about your organization.
We only need a few details to route you to the right next step.