For CPAs, realtors and advisors

Refer clients who need health insurance.

If your clients are self-employed or run small businesses, we help them compare plans and keep it simple, so you can stay focused on your work.

How it works

Three steps, no extra work for you

You make the introduction

Send us your client's name and contact details, or just share our number. Only share contact details with their permission.

We do the comparing

We compare Marketplace and private PPO plans across carriers, check their doctors and prescriptions, and explain the costs in plain terms. We don't give tax or legal advice, so anything that touches their taxes goes back to you.

We have a referral program

We pay a referral fee for each referral we're able to assist. Ask us for the details.

Who we help

Clients we can take off your plate

We pay a referral fee for each referral we're able to assist, and we keep you updated on how it goes. If it's useful, we're happy to give a short talk to your team or clients about self-employed health insurance, or share a one-page handout.

Tell us about your practice

We'll reach out to talk about how we can help your clients. We don't share your information.

Prefer to talk? Call 754-280-1119.