The 5-Minute Employer Referral Filter

A private first-pass filter for medical and group-benefits advisers deciding whether an employer may be worth introducing.

Find one employer worth a private fit check.

This is the first step before any technical explanation, implementation guide, or compensation conversation. Use it to spot a client where WIMPER may belong, then review the context privately with Matt before making the introduction.

Download the 5-Minute Filter Ask if an employer fits

Why partners use it

You do not need to become the WIMPER expert. The point is to recognize a pattern in your existing employer relationships, protect your credibility, and bring one useful idea to the right owner at the right time.

What you get

  • A simple reason to reopen one employer conversation
  • A way to bring value without selling a product
  • Clear fit signals before anyone speaks to the employer
  • A low-effort next step: one name and context

What you avoid

  • No tax-code lecture
  • No benefits replacement pitch
  • No need to coordinate implementation yourself
  • No comp-first conversation

Run the scan

If most of these are true, the employer may be worth a private WIMPER fit check.

Likely fit

  • 100+ full-time W-2 employees
  • Group medical already in place
  • Owner cares about cash flow, payroll cost, or benefit structure
  • No active sale process or buyer conversations

Partner fit

  • You are trusted enough to make a warm intro
  • The employer can handle a private numbers conversation
  • No existing relationship or channel conflict
  • You do not need to explain how WIMPER works

The move

If one employer comes to mind, review the context privately with Matt before making the introduction. No employer contact happens without your permission.

Why this stays safe

WIMPER is a separate operating-employer lane. It is not a benefits replacement pitch, not tax advice, and not part of any PeerExit or sale process.

Operational details come later, only after a partner is interested or has a real employer in mind.

Educational partner filter only. Formal analysis depends on employer-specific facts. WIMPER Institute and its associates are not benefit consultants.

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