Referral Partner Portal
Manage CPAs, attorneys, and realtors who send you leads. Each partner gets a unique tracking link.
3
Active Partners
0
Leads from Partners
0
Partners Sending Leads
How this works
1. Add a partner (CPA, attorney, realtor) after you connect with them
2. Copy their unique link — each partner gets a URL that auto-tags their leads
3. Send them the link — they share it when referring clients to you
4. Track leads — every lead from their link shows up attributed to them here
📋 Needed from you: Partner contacts (enter in Strategy 3 in your Growth Plan after outreach)
Your Partners
Jennifer Wong
Local CPA Network - NYChttps://thehealthinsuranceresource.com/PublicQuote?utm_source=referral&utm_medium=partner&utm_campaign=jennifer-wong
Sarah Chen
WeWork Midtownhttps://thehealthinsuranceresource.com/PublicQuote?utm_source=referral&utm_medium=partner&utm_campaign=sarah-chen
John Martinez
Freelancers Unionhttps://thehealthinsuranceresource.com/PublicQuote?utm_source=referral&utm_medium=partner&utm_campaign=john-martinez