Health Insurance & Employee Benefits: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.
Networking plan: Insurance Health & Benefits
The five people who should be sending you clients
- Financial Advisor (Two-way)
Shared trigger: somebody retires - Staffing / Recruiting (Two-way)
Shared trigger: a business puts its first employee on payroll - HR Consulting / PEO (Two-way)
Shared trigger: a business puts its first employee on payroll - Payroll Services (They send you work)
Shared trigger: a business puts its first employee on payroll - Attorney Estate Planning & Probate (Two-way)
Shared trigger: somebody retires
The three rooms to be in
- SHRM local chapter: Your partners are in this room: staffing and recruiting firms, HR consultants and PEOs, and payroll providers.
- Vistage: Your partners are in this room: financial advisors, staffing and recruiting firms, and HR consultants and PEOs.
- Your city or county chamber of commerce: Your partners are in this room: financial advisors, staffing and recruiting firms, and HR consultants and PEOs.
- SHRM local chapter: Your partners are in this room: staffing and recruiting firms, HR consultants and PEOs, and payroll providers.
- Vistage: Your partners are in this room: financial advisors, staffing and recruiting firms, and HR consultants and PEOs.
- Your city or county chamber of commerce: Your partners are in this room: financial advisors, staffing and recruiting firms, and HR consultants and PEOs.
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need health and benefits brokers, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 Financial Advisor Two-way Trigger: somebody retires 71 match strength out of 100
- 2 Staffing / Recruiting Two-way Trigger: a business puts its first employee on payroll 71 match strength out of 100
- 3 HR Consulting / PEO Two-way Trigger: a business puts its first employee on payroll 70 match strength out of 100
- 4 Payroll Services They send you work Trigger: a business puts its first employee on payroll 68 match strength out of 100
- 5 Attorney Estate Planning & Probate Two-way Trigger: somebody retires 66 match strength out of 100
- 6 Bookkeeper Two-way Trigger: a business puts its first employee on payroll 64 match strength out of 100
- 7 CPA / Accountant Two-way Trigger: a business puts its first employee on payroll 63 match strength out of 100
- 8 Attorney Business & Corporate They send you work Trigger: somebody starts a company 63 match strength out of 100
- 9 Primary Care Physician Two-way Trigger: somebody retires 61 match strength out of 100
- 10 Attorney Intellectual Property They send you work Trigger: somebody starts a company 61 match strength out of 100
- 1 Staffing / Recruiting Two-way Trigger: a business puts its first employee on payroll 69 match strength out of 100
- 2 Financial Advisor Two-way Trigger: somebody retires 67 match strength out of 100
- 3 Payroll Services They send you work Trigger: a business puts its first employee on payroll 67 match strength out of 100
- 4 HR Consulting / PEO Two-way Trigger: a business puts its first employee on payroll 65 match strength out of 100
- 5 Attorney Employment & Labor You send them work Trigger: a business puts its first employee on payroll 63 match strength out of 100
- 6 Business Coach You send them work Trigger: a business puts its first employee on payroll 62 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 SHRM local chapter Your pick Your partners are in this room: staffing and recruiting firms, HR consultants and PEOs, and payroll providers. Chapter finder →
- 2 Vistage Your partners are in this room: financial advisors, staffing and recruiting firms, and HR consultants and PEOs. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: financial advisors, staffing and recruiting firms, and HR consultants and PEOs. Chapter finder →
- 4 State CPA society Your partners are in this room: financial advisors, bookkeepers, and CPAs. Chapter finder →
- 5 Your local estate planning council Your partners are in this room: financial advisors, estate planning attorneys, and CPAs. Chapter finder →
- 6 LinkedIn groups & local B2B communities Your partners are in this room: staffing and recruiting firms, HR consultants and PEOs, and payroll providers. Chapter finder →
- 7 State bar practice sections Your partners are in this room: estate planning attorneys, business attorneys, and IP attorneys. Chapter finder →
- 8 EO (Entrepreneurs' Organization) Your partners are in this room: financial advisors, business attorneys, and IP attorneys. Chapter finder →
- 1 SHRM local chapter Your pick Your partners are in this room: staffing and recruiting firms, HR consultants and PEOs, and payroll providers. Chapter finder →
- 2 Vistage Your partners are in this room: financial advisors, staffing and recruiting firms, and HR consultants and PEOs. Chapter finder →
- 3 Your city or county chamber of commerce Your partners are in this room: financial advisors, staffing and recruiting firms, and HR consultants and PEOs. Chapter finder →
- 4 State CPA society Your partners are in this room: financial advisors, bookkeepers, and CPAs. Chapter finder →
- 5 Your local estate planning council Your partners are in this room: financial advisors, estate planning attorneys, and CPAs. Chapter finder →
- 6 LinkedIn groups & local B2B communities Your partners are in this room: staffing and recruiting firms, HR consultants and PEOs, and payroll providers. Chapter finder →
- 7 State bar practice sections Your partners are in this room: estate planning attorneys, business attorneys, and IP attorneys. Chapter finder →
- 8 EO (Entrepreneurs' Organization) Your partners are in this room: financial advisors, business attorneys, and IP attorneys. Chapter finder →
Let us be straight with you. For health and benefits brokers, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Insurance Health & Benefits per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for health and benefits brokers, and the next meeting dates for your area.
Send me my list