Referral Agent Options


Our goal is to assist your under and over 65 individual referral business. In general, after you complete a referral agent agreement, you can begin forwarding referrals to our center. We will provide you with the process guidelines to ensure our program works effectively.


  • Receipt confirmation of referral received.
  • Interim status updates or communication for additional information.
  • Email notification when confirmed enrollment is complete.
  • Email notification if case is closed (after three contact attempts).
  • Email notification if a case is closed without an enrollment commitment.
  • Compensation per usual channel, per agreement arrangement, for all issued policies.


  • Review referral.
  • Verify data, find compatible networks, plans and carriers.
  • Provide quotes (if applicable).
  • Offer enrollment services via phone,
  • Desk share or paper application.


As all insurers in the under 65 market in Ohio have gone to a “per member per month ” flat fee, our 2017 agreement keeps your compensation in the 45% to 55% of broker compensation depending on the carrier. ┬áContact John Dodd x114 or with any questions.


Medicare Referrals

Call Suzanne McClain in our office for more information on referring clients for Medicare Supplement, Medicare Advantage or Part D Plans

614.890.7373 x111 or