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What one relationship can do
The math on a single provider office
~$19,600
One office that referred 75 patients in a year, at roughly a 65% enrollment rate and a ~$400 average per enrollment.
Recurring
Provider relationships produce year after year — not a one-time lead buy that resets every season.
A basic referral relationship sends a few patients a month. A true integrated partnership — compliant, co-branded, carrier-funded outreach to a provider's patient panel — reaches hundreds. That's the difference this system teaches.
Figures are illustrative examples, not a promise or guarantee of results. Individual, office, and market results vary. All provider marketing must follow CMS and carrier compliance rules — including patient consent, no plan steering, and no compensation to providers for referrals.
For the individual agent
Solo Agent Intensive · 90 Days
$3,000
For the agent who wants the system installed with me beside them — not self-paced.
- One hour a week of 1:1 coaching for 90 days
- Your own vetted, independence-checked target office list
- Coached through finding, getting in, and closing your first partnerships
Structure: $1,000/mo × 3. Defined 90-day runway, then continue on the Strategy & Q&A retainer if you want ongoing support.
For the agency
Agency Intensive · 90 Days
$9,500–$11,000
Any size agency — I work hands-on with up to 10 of your agents in this engagement.
- Playbook access for your team included
- Provider Market Review — I hand your team a vetted, independence-checked target list
- Three team trainings: Find the offices · Get in the door · Close your first partnerships
- Live coaching & observation as your agents run their own outreach
- Standard operating procedures + a retention playbook your team keeps
- Day 30 / 60 / 90 checkpoints against real pipeline movement
The value here is the multiplier: one office produces year-round — now picture that across every agent on your team.
Structure: $5,000 to begin + $1,500–$2,000/mo × 3. Priced against the revenue it installs across your team — not by the hour.
For MGAs · SGAs · FMOs
Organization Rollout
Custom
For rolling the system out across many agents or multiple agencies at once.
- Multi-team implementation & leadership structure
- KPI development, reporting, and accountability systems
- Train-the-trainer so it runs without me in the room
Structure: Scoped and priced per engagement. Just want it for a handful of your agents? That's the Agency Intensive above.
For established provider networks
Network Optimization
Custom
For organizations that already have provider relationships and want them to produce more — consistently, and without depending on one person.
- Referral workflow review
- KPI development
- Agent & provider engagement analysis
- Leadership strategy & roadmap
Structure: Scoped after a strategy conversation. Turns relationships that live in your head into a system that runs without you.
Ongoing · after any engagement
Strategy & Q&A Retainer
$750–$1,000 /mo
For staying supported once your install is done.
- Up to 5 hours a month of live strategy time
- Deal-specific coaching — real offices, real objections, real numbers
- Month-to-month, cancel anytime
How every engagement works
- You execute; I train and coach. I hand you the vetted office list and teach you in — your agents walk through the door and build the skill.
- Travel is billed separately. On-site work and lunch-and-learns — the client covers travel.
- Priced against your outcome, not my hours. The install pays for itself on a fraction of the enrollments it generates.
- Timing matters. Engagements are scheduled around the Medicare calendar so your team isn't building during AEP's busiest weeks.