For licensed insurance agents
NEW OPPORTUNITY: A "blue ocean" of potential recurring revenue, and it creates upsell opportunities!
There's a payroll-tax-savings benefit program most small businesses have never heard of — and most agents haven't either. You refer the business. They enroll. You earn recurring monthly income. It sits alongside everything you already sell.
The opportunity, in plain terms
What it is
A tax-strategy-based employee benefit for small businesses. It creates payroll tax savings for the employer and a real benefit for their W-2 employees.
What you do
You refer the business. You're not writing a new kind of policy or running a new sales process — you're pointing a client you already trust toward something that fits them.
How you earn
Recurring monthly income, paid per enrolled employee. It's not a one-time commission — it builds as you refer more businesses.
What it replaces
Nothing. Life, health, P&C, Medicare — keep all of it. This is an add-on to the book you've already built.
The part most agents miss
You already have candidates
Look through your client list right now. If you have clients with 5 or more W-2 employees, some of them likely already qualify.
No cold prospecting. No buying leads. No new market to break into. The businesses that fit this program are the same ones already in your phone — the ones who take your calls and renew with you every year.
Why this is a blue ocean
This will take off once more people hear about it, but you can be the first in your market!
Uncontested, not crowded
Most agents don't know this program exists yet. You're not the tenth person pitching the same product into the same market this quarter.
Not a competing product
It doesn't replace or cannibalize what you sell. It's an add-on for the same clients, so nothing in your current book is at risk.
Not group benefits turf
This is a tax-strategy-based benefit, not traditional insurance. You're not going head-to-head with group benefits brokers on their home ground.
Recurring, not one-and-done
You're paid monthly per enrolled employee. Each business you refer stacks on top of the last instead of resetting your month to zero.
Objections, answered
Do I have to leave my current upline or agency?
No. This runs alongside what you already do. Nothing about it requires you to switch, move your contracts, or leave anyone.
Is this going to distract me from my main business?
No. It's a lightweight add-on to conversations you're already having with existing clients — not a new full-time pursuit.
Do I need a new license or certification?
No additional licensing is required to refer clients into the program.
See how it works
Fill this out and I'll send you a short video that walks through the whole thing.