Everything an agent or agency needs to go from "where do we even start" to a repeatable provider partnership system — in order, at your own pace.
Understand why provider partnerships outperform purchased leads, and where this system fits into your growth strategy — solo or as an agency.
Learn how to evaluate your market and identify the independent provider offices most likely to become genuine referral partners.
A step-by-step method for making first contact and securing a meeting with a provider office — without it feeling like a cold pitch.
Prepare for the most common pushback from office staff and providers, and know exactly how to respond in the moment.
Understand the CMS and HIPAA guardrails that keep your outreach and partnership compliant from day one.
Build a simple, repeatable referral process that both you (or your team) and the provider's office can actually stick to.
Explore the different shapes a provider partnership can take, and choose the right fit for each office you work with.
Keep relationships strong long after the first referral, with follow-up systems that don't depend on you personally.
Put every module into a single, sequenced plan you can execute — start to finish — over the next 90 days.
Founding Cohort members get the complete Playbook, implementation resources, and three structured feedback sessions with Dy — for $1,500.
Apply for the Founding CohortProvider Plug™ provides education, strategy, and implementation support. It does not guarantee referrals, revenue, provider agreements, or specific results, and does not provide legal or compliance advice.