REFERRAL AGENT PROGRAM

Our goal is to assist your under 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.

 

 

EXPECT:

• Receipt confirmation of referral received.
• Interim status updates
• Email notification when confirmed enrollment is complete.
• Email notification if case is closed (after three contact attempts).
• Compensation per agreement arrangement, for all issued policies.

OUR PROCESS:

• Review referral.
• Verify data, find compatible networks, plans and carriers.
• Provide quotes to client .
• Enrollment Client on or off Federal Exchange
• Intermediary for Client  for both insurer and/or Fed Govt Requirements

Compensation

As all insurers in the under 65 market in Ohio have gone to a “per member per month ” flat fee, our 2019 agreement keeps your compensation is approximately 45% of broker first year-renewal compensation depending on the carrier.  Contact John Dodd x114 or john@nubgroup.com with any questions.

Under 65 Referrals

2020-21 Referral Agent Agreement

Referral Client Info Form

HEMA Agent Direct Dep Form and W9