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Customer/Client and Patient Referral

1 REFER PROSPECTIVE INSURANCE CLIENTS

2  REFER PATIENTS to SELECT DOCTORS

CUSTOMERS & CLIENTS

Thanks for referring your family, friends, co-workers, neighbors and associates to us.

Referrals are the life blood of our business. You sending us referrals is our best indication that we have done a good job for you and that you trust our services, knowledge and professionalism.  Placing such great confidence in us will not go unrewarded.  We promise to give your referrals the same good service we gave you, but in addition, we will send you a nominal gift as our appreciation of you thinking of us to serve your referrals, and believing in us to actually send us your referrals.

Completing the Adjoining Data Collection Form:

Please be sure to enter all appropriate information in the adjoining data collection form so we can properly recognize your referrals and you. 

PATIENTS of PARTICIPATING DOCTORS

There is just no better way to show appreciation for your doctor whom you trust with your life, health and welfare than to refer  your family, friends, co-workers, neighbors and associates to him/her for the same excellent care.

Completing the Adjoining Data Collection Form:

Please be sure to enter all appropriate information in the adjoining data collection form so we can properly recognize your referrals and you.  Please pay exceptionally close attention to the following when completing the form:

1. Select the doctor’s name from the dropdown list that you are recommending to your referral to see as their new doctor.

2. Enter all information that clearly identifies you as the person making the referral.  On behalf of the doctor to whom you made the referral, we  will send you a nominal gift when your referral becomes the doctor’s new patient and is enrolled in a health insurance plan that the doctor takes.

3. Enter all information required to clearly identify the referred person so we can be sure we are communicating with the right person.

4. Ensure that the person you are referring to become a patient of your doctor does want to change his/her doctor to your referred doctor. Get the person’s permission to be contacted by the doctor’s office or someone designated by the doctor to make contact on his/her behalf.

5. Ensure that the Permission to Contact is only checked as Yes if you have been explicitly told by the person you are referring to the doctor is actually giving his/her permission to be called about becoming the doctor’s patient and to learn about the benefits of the health insurance plans the doctor takes.

P&C AGENTS

We accept all Life and Health insurance, and Retirement Funds referrals:

                               Life; Health; Retirement Funds

Please be sure to enter all appropriate information in the adjoining data collection form so we can properly recognize your referrals and you.  Timely processing of referee’s requests and prompt payment of referrer’s commission depend largely on the completeness of the information you entered in the form.

You can count on us to give your clients/referrals the highest level of good service they have come to expect from you.