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Tax Professional Partners - Submit a Referral

How Our Referral Process Works

Once you sign up for your Partner Account, you can refer a client by filling out an electronic referral form at www.zanebenefits.com/refer.

To refer a client you’ll need:

  1. Your Zane Benefits referral code

  2. Basic information about the client you’re referring including name, contact info, size, and current health benefits offerings

>> Refer a Client

We’ll Call You First

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.

Why The Referral Form?

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.

Ready to Start Offering 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.

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