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Insurance Professional Partners - Sales Process

Refer Clients to Zane Benefits in 4 Easy Steps

1. Submit a ReferralSubmit referral

Fill out the referral form electronically at www.zanebenefits.com/refer
A Zane Benefits Defined Contribution Specialist will call you to discuss the client and strategy.

>> Refer a Client

2. Discovery Call

The purpose of the discovery call is to understand your client’s needs and qualify them for a Zane solution. Discovery calls typically include you, your client, and a Zane Benefits Defined Contribution Specialist. Your attendance is optional.

3. Online Product DemoDemo

The purpose of the online product demo is to provide your client a custom online demonstration of the Zane solution. Online demos typically include you, your client, and a Zane Benefits Defined Contribution Specialist. Your attendance is optional. Pricing is discussed during the demo, and a formal proposal is sent after the demo.

4. Implementation

During implementation, your client sets up the plan with a Zane Benefits Implementation Specialist.

>> Refer a Client

Download: The Zane Benefits Sales Process (Click here to download the PDF)

ZB_Sales_Process

Ready to Offer ZaneHealth?

Zane Benefits has many partnership programs available. If you are looking to partner with a fast growing leader in defined contribution health benefits, we should talk.

Thousands of health insurance professionals use ZaneHealth to help clients

How PeopleKeep Health works for your company

  1. You set a monthly allowance and invite employees.
  2. Employees request reimbursement and submit documentation.
  3. PeopleKeep reviews the documentation and verifies it matches the request.
  4. You reimburse employees.
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