Once you sign up for your Agent or Agency Account, you can refer a client/prospect by filling out an electronic referral form at www.zanebenefits.com/refer.
To refer a client you’ll need:
Your Zane Benefits referral code (located in your Agent or Agency Account)
Basic information about the client you’re referring including name, contact info, size, and current health benefits offerings
After you submit the electronic referral form, a Zane Benefits Defined Contribution Specialist will call you to:
✓ Confirm details
✓ Confirm the date and time for a discovery call with your client
We will not contact your client without your permission.
The referral form is important because it tells our team you are working with this client. This allows our team to prioritize a call to you.