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Talk with We Won Health

Refer employers to The Plan.

For advisors, brokers, accountants, counsel, and partner teams who want to introduce employers to The Plan. We will cover how referrals are handled, what your clients receive, and the documentation you can satisfy yourself on before you put your name to it.

Tell us what you want covered. Do not share health information, Social Security numbers, or payroll files. Your confirmation includes a private Zoom link after the appointment is confirmed.

01

Tell us about the employers you work with and how you usually introduce a new option.

02

Review the plan documents, tax treatment, and boundaries you want to verify for yourself.

03

Receive the referral process, support commitments, and next action.

For advisors, brokers, and partners

Become a Referral Source

Review how referrals are handled, what the employers you introduce receive, the plan documents and tax treatment you can examine, and the responsibilities and support on both sides.

We Won Health scheduling45 minutes • Private Zoom conversation
  1. 1Choose a time
  2. 2Your details
  3. 3Confirmed
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Private Zoom conversation

Your confirmation includes a unique Zoom link. The first call needs business context, not employee records. A secure exchange is established only if a payroll analysis is appropriate.