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Now that you’re registered with Medicare BackOffice®, let’s make sure you’re ready to start referring.
HOW TO REFER CLIENTS
- Tell clients that you partner with trusted insurance agents who specialize in Medicare insurance and can help them.
- Ask your client to mention your name when they call, so that we can tie the referral back to you.
- Give the client our phone number — 1-877-385-8083 — or fill out this form on our website and we’ll call them.
MORE SUPPORT TO COME
In the coming days, look for emails offering valuable referral tips and introducing you to our expansive resources, such as customizable referral cards to make the referral process even easier. We’re happy to have you as a partner, and we look forward to helping your clients.
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For licensed agent/advisor use only. Not for use by the general public.
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