Financial Professionals Can Be Great Resources for Health Insurance Referrals
Most agents know that cold calls and generic ads can only go so far. They also know the best leads are strong referrals, and if they come from another professional, that’s even better.
As you look to get health insurance referrals from other professionals (and you should be seeking these leads), understanding which experts can open doors—and how to make those relationships work—is a key for growing your client base.
Top Professionals Who Can Generate Health Insurance Leads for You
Not every professional comes into contact with people actively seeking health insurance. The best sources of referrals work directly with people dealing with financial issues like self-employment or estate planning.
CPAs and Accountants
CPAs hold a unique role as close advisors to both small business owners and individual clients and are an excellent way to get health insurance referrals from other professionals. People look to their accountants for unbiased, practical advice about finances. When tax time comes around or someone’s deciding how to handle large life changes—like starting a business or dealing with new income—health insurance needs often surface.
Accountants may spot coverage gaps and hear about pain points before nearly anyone else. If you build a solid connection with a CPA, they can send you pre-qualified leads who already want advice on health insurance options.
Financial Planners and Investment Advisors
Financial planners examine the bigger picture for their clients. During routine financial reviews, planners help clients set goals, plan for emergencies, and spot risks.
One of the biggest risks: lacking proper health insurance. Financial planners often bring up insurance as part of retirement, family, or succession planning. When they see clients with gaps in coverage, they’re perfectly placed to refer them to a trusted health insurance agent. The right partnership here can lead to referrals for both individual and group plans, creating ongoing benefits for both sides.
Property and Casualty Insurance Agents
Clients often want all their insurance needs met in one place—or at least with professionals who know and trust each other. Property and casualty (P&C) agents often work with clients who have home, auto, or liability coverage.
P&C agents can boost their own value when they cross-refer to you for health insurance. It’s a win for both parties—the client gets a more complete set of protection, and both agents get to focus on their areas of expertise.
Human Resources Consultants
HR consultants are trusted by small businesses to fix employee issues, improve benefits, and keep organizations running smoothly. When a company wants to upgrade or offer new health benefits, HR consultants are usually the first to hear about it.
By partnering with HR consultants, health insurance agents can get connected with businesses in need of benefits solutions. This is especially true in growing companies that need to set up group health plans from scratch.
How Pandora Insurance Can Help You:
Pandora Insurance partners with the major insurers in the ACA market. We have the training, commissions, and marketing support that you deserve.
Enjoy these benefits when contracting with us!
- Free pre-license courses for our contracted agents 2-15, 2-40, 2-14
- Industry leading carrier contracting
- Federal Marketplace Certification for Affordable Care Act (ACA)
- Knowledge-based and practical training
- Partnerships with proven sales professionals
- Carriers include: ACA (Obamacare), Medicare, life and supplemental
- Commission and bonus reporting
- Bilingual support
This information is confidential and intended solely for broker use.
