For medical and group-benefits advisers

Know whether an employer is worth introducing before you put your relationship behind it.

Matt privately reviews fit with you first. No employer contact without permission. If the opportunity is credible, Brandon coordinates implementation while you stay visible.

Review One Employer With Matt See the Referral Filter

100+ W-2 employees | Group medical stays in place | Payroll owner with direct system access | Permissioned introductions only

Built for medical and group-benefits advisers

Stay useful without becoming the administrator.

Your clients already call you when benefits, payroll, and cost questions collide. You should be able to bring them a useful idea without creating another job for yourself or handing the relationship away.

See the benefit advisor approach

Keep what already works

The employer's existing group medical stays in place.

Start with a real conversation

Matt begins with the employer facts that determine whether the opportunity is worth pursuing.

Stay visible

You remain part of the relationship while Brandon coordinates implementation.

How it works

Four clear steps. One relationship stays intact.

The process is designed to answer fit first, before anyone requests detailed data or schedules a full presentation.

Identify

You recognize an established employer that may be a fit.

Diagnose

Matt reviews the opportunity using aggregate facts first.

Coordinate

Brandon brings the responsible parties, paperwork, and procedures together.

Stay involved

You remain visible to the client from the first conversation through implementation.

The useful numbers

Enough information to know whether the conversation is worth having.

Employer totals require census-based verification. Results vary, and savings are not guaranteed.

Run an initial estimate

$1,119.20Standard annual employer FICA savings for most enrolled employees, before wage-base-cap exceptions.

100+W-2 employees is the current starting point for partner fit.

Existing medical staysThe opportunity is evaluated alongside the employer's current group medical plan.

Employer proof

Want to see what this looks like after the introduction?

WIMPER Institute publishes employer case studies, program mechanics, and the compliance framework behind the conversation.

Read the employer cases

Start with one employer

If a client comes to mind, review the fit privately with Matt.

You do not need a census, a client spreadsheet, or a polished pitch to start the conversation.

Review One Employer With Matt Use the referral filter