Become a Health Referral Partner

Tax preparers see the 1095-A and take the self-employed health deduction.

Credit repair firms see the medical collections.

Every year some of those clients ask about health, and a P&C agent has to say it is not something they do.

A move is when coverage breaks — new state, new plan year, a job left behind, a marriage ending.

Two years of returns, a P&L, bank statements — a loan officer knows exactly which borrowers have no employer benefits, because they underwrote around it.

Health comes up in the middle of a life needs analysis, because it always does.